运输板块本周重创,或与燃油税有关。如消息属实,运输股短期将不断释放做空力量,受燃油税负面冲击的轻重顺序依次为:航空、水运、公交出租、公路、港口、机场,而铁路作为替代性的竞争者,是受益行业。否则,股价重挫将视为“误杀行为”,中线机会增大。 Transport plate hit hard this week, or with the fuel tax. If the news is true, the transport unit will continue to release short-term short-term power, the negative impact of the fuel tax in the order of order: aviation, water transport, bus rental, roads, ports, airports, and railway as an alternative competitor, is to benefit the industry. Otherwise, the stock price setback will be regarded as “manslaughter”, the midline opportunities increase.