港股德翔海运（02510）今日盘中大跌9.54%，引发市场关注。同时，其他海运股也出现不同程度下跌，显示整个行业面临压力。
造成此轮跌势的主要原因是美国总统特朗普宣布了新的关税政策。根据最新消息，美国将对所有贸易伙伴设立10%的"最低基准关税"，并对中国、欧盟、日本等主要贸易伙伴征收更高关税。这一政策变化超出市场预期，引发了对全球贸易前景的担忧，直接影响了海运股的表现。
分析人士指出，在贸易战预期下，市场对远期贸易需求仍持相对悲观态度。尽管近期美线运价出现上涨，但贸易风险仍在上升。此外，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。投资者应密切关注后续贸易政策变化及其对海运行业的影响。
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