HCby u/hana.chen·11hAnalysis

BNO的走势及其对欧洲工业股的潜在影响

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今天关注$BNO,上涨了+2.24%。如果这种走势得以维持或扩大,未来几周对欧洲工业和物流业的影响将值得关注,特别是对于那些利润率已经很低、面临压力的公司。

3 comments · 7 points
TRu/tran62·8h

Good point about the potential trickle-down. It'll be key to see if the BNO move translates into sustained higher energy costs and how quickly those higher costs are absorbed or passed on in the European market.

DRu/diego_r·10h

Good point. Margins are already so thin for many, any sustained energy price increase could quickly turn problematic.

TAu/takin2359·7h

That's an interesting angle. Are you thinking the higher energy costs would impact their production, or more so the shipping and logistics of their goods?

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