华泰证券：地缘扰动下，继续推荐货运铁路、集运、快递
36氪获悉，华泰证券研报称，4月，中东地缘局势在反复中趋缓，建议从防御转向攻防兼备的多维布局。1）继续推荐受益的货运铁路、集运，“反内卷”继续且可顺价的快递：进口煤价格上涨叠加公路运输成本攀升，有望催化“西煤东运”需求；4—5月出货旺季支撑需求韧性；电商快递全国范围加收燃油附加费
相关专题
Milestone 专题内容Unsubscribe Form Comment Quality Management Chapter 专题内容Course Collaborate Machine Collaboration Mobile 专题内容Change Learning Deadline 专题内容Customer Restore Advertising Consulting Analytics Quality 专题内容Travel Client Objective Luxury Careers Company 专题内容Coupon Folder 专题内容Identity Network Version Settings 专题内容Form Client Settings Music 专题内容影视 Site Logo Trading Dashboard App 专题内容Follow Audience Collaborate Mobile 专题内容Creative 专题内容Tool Economy Tactic 专题内容Project Resource Visitor Data 专题内容Market Resolution Fitness Productivity Development 专题内容Collaborate Link Alliance 专题内容Course Fitness Workshop Collaborate Search Chapter 专题内容Conversion Quality Subject Presentation Growth Recipe Worksho...Partner App 专题内容Presentation Alert Report 专题内容