本期投资提示：美印2 月2 日贸易谈判，印度或承诺停止或大幅削减从俄罗斯进口原油，逐步摆脱对俄罗斯折价原油的依赖，转向从美国、委内瑞拉及中东等非制裁国家采购原油，以填补供应缺口，美国方面将印度商品的进口关税从 50%削减至 18%。油轮黑转白逻辑持续，关注推荐招商轮船，中远海能，招商南油，关注美股ECO。美元边际走强利好造船板块，Q1 业绩有望同环比改善，继续推荐中国船舶、中国动力，关注ST 松发...
Source Link本期投资提示：美印2 月2 日贸易谈判，印度或承诺停止或大幅削减从俄罗斯进口原油，逐步摆脱对俄罗斯折价原油的依赖，转向从美国、委内瑞拉及中东等非制裁国家采购原油，以填补供应缺口，美国方面将印度商品的进口关税从 50%削减至 18%。油轮黑转白逻辑持续，关注推荐招商轮船，中远海能，招商南油，关注美股ECO。美元边际走强利好造船板块，Q1 业绩有望同环比改善，继续推荐中国船舶、中国动力，关注ST 松发...
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