本周关注:航运方面,本周油运运价延续高位,散货运价好转;基础设施方面,优选个股布局红利资产;航空方面,关注26 年行业基本面上行趋势;快递方面,关注26 年行业竞争格局和估值修复潜力。航运:油运运价延续高位,散货运价有所好转。集运方面,欧美干线运价有所回落;受中东地区冲突影响,达飞暂停3 条通行红海航线,但印巴航线得以保留。油轮方面,市场情绪受地区冲突影响明显,目前美国仍加大对伊朗、委内瑞拉油轮...
Source Link本周关注:航运方面,本周油运运价延续高位,散货运价好转;基础设施方面,优选个股布局红利资产;航空方面,关注26 年行业基本面上行趋势;快递方面,关注26 年行业竞争格局和估值修复潜力。航运:油运运价延续高位,散货运价有所好转。集运方面,欧美干线运价有所回落;受中东地区冲突影响,达飞暂停3 条通行红海航线,但印巴航线得以保留。油轮方面,市场情绪受地区冲突影响明显,目前美国仍加大对伊朗、委内瑞拉油轮...
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