联邦快递和联合包裹都已提高了旺季附加费，但季节性运输需求水平仍存在不确定性，JPMorgan分析师表示。
分析师指出，下游运输库存目前正在增加，"这意味着在旺季期间将会有一些受季节性因素支撑的包裹需求"，并补充说电商支出趋势依然保持强劲。
然而，PWC最近的一项调查发现，消费者计划将季节性支出削减约5%，其中Z世代消费者的假日支出削减幅度达到23%，分析师表示。
联邦快递和联合包裹都已提高了旺季附加费，但季节性运输需求水平仍存在不确定性，JPMorgan分析师表示。
分析师指出，下游运输库存目前正在增加，"这意味着在旺季期间将会有一些受季节性因素支撑的包裹需求"，并补充说电商支出趋势依然保持强劲。
然而，PWC最近的一项调查发现，消费者计划将季节性支出削减约5%，其中Z世代消费者的假日支出削减幅度达到23%，分析师表示。
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