港股德翔海运（02510）今日盘中大跌9.54%，引发市场关注。该股下跌幅度超过同业，反映出投资者对航运业前景的担忧情绪加剧。
消息面上，美国前总统特朗普近日宣布，若再次当选将对所有贸易伙伴设立10%的"最低基准关税"，并对中国、欧盟、日本等主要经济体征收更高关税。这一消息引发市场对全球贸易前景的担忧，直接影响到航运股的表现。德翔海运作为航运业的重要参与者，其股价对这一消息反应尤为敏感。
分析人士指出，当前航运业正面临复杂的经营环境。中信期货表示，在贸易战预期下，市场对远期贸易需求仍相对偏空。摩根大通也强调，潜在的贸易政策变化可能导致全球贸易格局重组。国信证券进一步指出，虽然近期美线运价有所上涨，但贸易风险实际仍在升级，欧洲经济前景不明朗，建议关注提价的持续性。中长期来看，行业供给格局可能进一步恶化，预计今年集运船东的盈利能力将面临压力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.