美国最高法院一项关于经纪人责任的裁决,推高了市场预期,认为未来可能有更多业务会流向大型运输公司。受此影响,Old Dominion Freight Line和JB Hunt运输服务等卡车运输公司的股价在周四应声上涨。
最高法院今日裁定,一名被罗宾逊物流协调的卡车撞伤的男子,可以起诉该公司在雇佣方面存在疏忽。货运经纪人的职责是将需要运输货物的客户与汽车承运人进行匹配。如今,经纪人面临着更高的核查责任,因此可能会将客户导向那些规模更大、在安全项目上资源更丰富的卡车运输公司,而非规模较小或新成立的承运商。
周四的裁决还可能为最大的行业参与者提供提高运费的余地。午后交易中,Old Dominion Freight Line、JB Hunt运输服务和Saia Inc.的股价均上涨了4%或更多。而像罗宾逊物流这样的经纪人公司股价则出现下跌。标普500指数上涨了0.8%。
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