华泰证券：7月风格或转向攻防平衡
2026-07-09 00:23:17
据界面新闻报道，华泰证券研报指出，7月市场风格或从极致结构转向攻防平衡，资金有望继续向景气改善与业绩兑现方向集中，交运板块可沿“景气改善+中报确定性+防御性”布局。研报称，油价回落或缓解成本压力、暑运启动或形成催化；物流快递反内卷成果延续、快递价格同比改善，叠加燃油附加费传导油价成本，建议把握中报窗口期。
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