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class="prose max-w-[80ch] dark:prose-invert" style="word-wrap:break-word"><p>12月6日消息，華泰證券研報(bào)表示，展望2024年，看好供需格局改善、中長期景氣上行的航空、油運(yùn)以及伴隨中國電商平臺(tái)海外擴(kuò)張帶動(dòng)的跨境物流市場(chǎng)；宏觀增速趨緩，資金風(fēng)險(xiǎn)偏好下行，或持續(xù)利好基礎(chǔ)設(shè)施板塊，公路、港口的高股息與防御性仍具配置價(jià)值。其他子板塊中，快遞價(jià)格競(jìng)爭(zhēng)或持續(xù)，壓制單票盈利；機(jī)場(chǎng)盈利有望持續(xù)修復(fù)，但免稅不確定性猶存；集運(yùn)面臨大量新船交付壓力；鐵路客運(yùn)或有旺季機(jī)會(huì)。（財(cái)聯(lián)社）</p></div><div id="myo8um4" class="mt-3 text-primary"><a rel="nofollow" target="_blank" >[查看原文]</a></div><div id="ciwcaas" class="mt-8 text-sm text-muted-foreground"><div id="ouwcsqo" class="mt-2 bg-muted p-3">更加詳細(xì)情況，請(qǐng)關(guān)注本站最新動(dòng)態(tài)。</div></div></div><div id="kyica6w" class="fixed top-[77px] z-50 hidden w-12 border border-b-0 text-sm text-muted-foreground lg:block lg:translate-x-[-68px]"><div id="6mykia6" class="flex cursor-pointer items-center justify-center border-b py-4 hover:bg-muted hover:text-primary" data-state="closed"><svg stroke="currentColor" 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