中金:疫情對貨運衝擊較小 看好原油運輸及快遞板塊
中金公司發表研究報告指,新冠肺炎疫情對客運的衝擊遠大於貨運,預計貨物運輸量會較早恢復,建議投資者買入原油運輸以及快遞公司的股票。
中金表示,原油運輸有2年的成長週期,運費有望維持高位,而且低油價利好行業,相信快遞公司3月份重回增長,預計4月份按季增速進一步加快。中金建議,偏好防禦型股票的投資者可買入收費公路公司。
至於航空公司和機場板塊,中金建議投資者能待海外新冠疫情開始消退時再考慮,或需要等到5月初。
中金推薦中遠海能、中通快遞、招商輪船、韻達股份、圓通速遞、嘉友國際、建發股份、海豐國際、深圳國際以及寧滬高速。
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