【华泰证券：关税扰动货运 首推航空/油运/高股息】金十数据4月9日讯，华泰证券研报表示，4月，“对等关税”政策超预期，推荐内需为主的航空、受关税影响较小的油运、避险的高股息、盈利稳健的alpha个股：1）航空：关税对行业影响或利（油价下跌、供给放缓、内需政策或发力）大于弊（对国际航线需求冲击有限），中期看好供给放缓带来的潜在盈利弹性；2）油运：油运/散货主要受到亚洲资源品进口影响，相较主要服务于欧美进口的集运关税敞口小。看好受益OPEC+增产及美国加强对伊朗制裁的油运板块；3）高股息/alpha个股：避险情绪与利率对高股息标的估值有重要支撑，推荐业绩稳健、盈利向好、股息率较高的个股与alpha个股。
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