周一盘中,美国领先的物流和运输公司马特森航运(Matson Inc,股票代码:MATX)股价大涨14.59%,领跑航运板块。这一显著涨幅与近期中美两国达成的重要贸易协议密切相关。
消息显示,中国和美国已达成为期90天的关税互惠暂停协议。丹麦航运巨头马士基集团对此表示,该协议是朝着正确方向迈出的重要一步,有望为双方达成永久性协议奠定基础,从而为航运业客户创造长期可预测性。这一消息极大提振了市场对航运业前景的信心,导致多只航运股集体上涨。
作为在太平洋航线上拥有强大市场地位的公司,马特森航运的业务覆盖夏威夷、阿拉斯加、关岛、密克罗尼西亚和中国等地区。分析人士认为,中美关税暂缓协议将直接利好马特森的跨太平洋航运业务,这也是投资者看好公司未来业绩表现的主要原因。在整体利好消息的推动下,马特森航运股价在盘中交易中出现大幅上涨,充分反映了市场对该公司前景的积极预期。
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