金吾财讯 | 航运股向好,海丰国际(01308)涨3.73%,中远海能(01138)涨2.56%,中远海运港口(01199)涨2.18%,中远海控(01919)涨1.99%,太平洋航运(02343)涨1.64%,东方海外国际(00316)涨1.41%。大摩提到,在供应链转移与地缘政治动态下,亚洲区域内需求的韧性存在上行风险,而全球货柜航运业的持续下行周期则构成下行风险。
金吾财讯 | 航运股向好,海丰国际(01308)涨3.73%,中远海能(01138)涨2.56%,中远海运港口(01199)涨2.18%,中远海控(01919)涨1.99%,太平洋航运(02343)涨1.64%,东方海外国际(00316)涨1.41%。大摩提到,在供应链转移与地缘政治动态下,亚洲区域内需求的韧性存在上行风险,而全球货柜航运业的持续下行周期则构成下行风险。
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