招商輪船(601872.SH):中東局勢的發展有可能給油輪的需求結構乃至供給結構帶來偏利好的變化
格隆匯6月23日丨招商輪船(601872.SH)在互動平臺表示,從市場表現和歷史經驗看,短期肯定會大幅提升風險溢價。但股票作爲權益類資產,可能更值得關注的是中長期的變化,我們理解,中東局勢的發展有可能給油輪的需求結構乃至供給結構帶來偏利好的變化,具體請參考公司年報相關問題的討論,謹供參考。
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