【小摩:集装箱航运及港口短期需求胜预期 重申招商局港口(00144.HK)、中远海控(01919.HK)、东方海外国际(00316.HK)等“增持”评级】智通财经APP获悉,摩根大通发布研报称,最新2026年第三季数据继续显示,短期需求好于市场忧虑,营运摩擦仍对利用率及收益率构成有意义支撑,该行维持对亚洲航运及港口板块的增持取态。
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