地缘性“需求意外”贯穿全年，重申油运推荐年初以来，VLCC 运价大幅反弹。货盘释放以及浮舱增加，供需紧张推动运价上涨。油运作为典型的周期性行业，无论是从行业跟踪还是投资层面，更多关注行业周期变动的边际作用。回顾2025 年，南美及OPEC 增产，中国进口增加等因素共振，需求走强，油运景气兑现。展望2026 年，美国中期选举背景之下，特朗普为维系美元地位动作不断，地缘性“需求意外”预计贯穿全年；全球...
Source Link地缘性“需求意外”贯穿全年，重申油运推荐年初以来，VLCC 运价大幅反弹。货盘释放以及浮舱增加，供需紧张推动运价上涨。油运作为典型的周期性行业，无论是从行业跟踪还是投资层面，更多关注行业周期变动的边际作用。回顾2025 年，南美及OPEC 增产，中国进口增加等因素共振，需求走强，油运景气兑现。展望2026 年，美国中期选举背景之下，特朗普为维系美元地位动作不断，地缘性“需求意外”预计贯穿全年；全球...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.