高盛：油价下跌降低航空公司、空运和航运的燃料成本看好中远海能(01138)和中国国航(00753)

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智通财经APP获悉，高盛发布研报称，看好中远海能(01138)和中国国航(00753)，给予“买入”评级。该行认为中远海能潜在的原油补货可能成为运费率和股价上行催化剂，而国航因为其对商务旅客的敞口最高，或受惠于潜在行业供应短缺。高盛指出，石油输出国组织及其盟友(OPEC+)表示由4月起恢复增产，每月单日增加13万至14万桶。这意味着对运输业有一定的影响，包括石油供应增加达每日220万桶，占全球石油...

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高盛：油价下跌降低航空公司、空运和航运的燃料成本 看好中远海能(01138)和中国国航(00753)

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高盛：油价下跌降低航空公司、空运和航运的燃料成本看好中远海能(01138)和中国国航(00753)