中金研报称，1H26交运板块下跌16.5%，跑输大盘24.0ppt，细分板块分化，其中油运跑赢大盘30.6ppt；其他板块均跑输，航空因Q2油价上涨跑输大盘39.2ppt；红利类公路铁路和港口分别跑输24.5ppt/20.1ppt；快递跑输大盘12.5ppt。
中金表示，2H26看好快递反内卷的行情、油运的运价弹性；关注航空油价下行的需求复苏；快递物流需精选个股，红利板块整体仍需视市场风格。
股票市场 | 中金：2H26看好快递与油运
2026-07-07 23:57:30
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