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港股异动 | 港口航运股普涨 海丰国际(1308.HK)涨超5%
格隆汇 12-24 10:06
格隆汇12月24日丨港口航运股普涨,海丰国际(1308.HK)、中远海发涨超5%,中远海控涨超2%,中远海能、招商局港口等跟涨。今年迄今,海丰国际已累涨近90%,中远海控累涨超1.6倍。大摩近日发研报指,中国港口股估值经过数年下行后,有望迎来反转,因中美情况缓和、中国出口的复苏尚未反映在股价中。该行将招商局港口、中远海运港口等目标价平均上调22%,重申招商局港口增持评级、中远海运港口与大市同步评级。大摩还称,货柜运输量强劲成长、均价有上调空间,中国港口11月份的货柜吞吐量按年增长8.8%,得益于出口成长和贸易前景强劲,这将利好货柜运输公司的盈利。

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