高盛分析认为,A股油轮板块及中远海运能源因绕行、补库及制裁解除预期成为最大潜在受益者,极端情景下日收益可增3万美元;航空公司受燃油成本激增冲击,盈利下行风险居首。集运方面因绕行红海及港口拥堵,运费获得支撑。若海峡持续封锁,布伦特油价峰值或冲破100美元。霍尔木兹海峡局势骤然升级,A股交通运输板块的命运正在走向分叉。高盛研究团队评估认为,油轮板块及中远海运能源有望成为此次地缘冲突的最大受益方,而...
Source Link高盛分析认为,A股油轮板块及中远海运能源因绕行、补库及制裁解除预期成为最大潜在受益者,极端情景下日收益可增3万美元;航空公司受燃油成本激增冲击,盈利下行风险居首。集运方面因绕行红海及港口拥堵,运费获得支撑。若海峡持续封锁,布伦特油价峰值或冲破100美元。霍尔木兹海峡局势骤然升级,A股交通运输板块的命运正在走向分叉。高盛研究团队评估认为,油轮板块及中远海运能源有望成为此次地缘冲突的最大受益方,而...
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