金吾财讯 | 华泰证券表示，展望9月，中东局势反复与快递旺季临近或成为交运板块的主要催化，建议沿三条主线布局：1）油运弹性。地缘风险溢价上升叠加船舶供给扰动，油运运价环比有望走高。2）低位布局快递旺季。局部价格管控趋严，旺季涨价或形成催化。3）配置兼具红利和成长的个股，此外关注高成长物流、低估值航空。航空估值和关注度均处相对低位，等待油价回落催化。
金吾财讯 | 华泰证券表示，展望9月，中东局势反复与快递旺季临近或成为交运板块的主要催化，建议沿三条主线布局：1）油运弹性。地缘风险溢价上升叠加船舶供给扰动，油运运价环比有望走高。2）低位布局快递旺季。局部价格管控趋严，旺季涨价或形成催化。3）配置兼具红利和成长的个股，此外关注高成长物流、低估值航空。航空估值和关注度均处相对低位，等待油价回落催化。
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