零担货运行业仍未出现复苏迹象，这对联邦快递的货运业务板块造成了压力。JPMorgan分析师因此将联邦快递评级下调至中性。
分析师表示："我们越来越担心全年每股收益指引面临风险，因为该指引已经包含了货运基本面反弹的预期。"
此外，分析师指出，联邦快递货运部门分拆的高昂成本以及该部门近期的运营表现不佳，也可能在分拆后对零担货运倍数产生负面影响。
分析师还表示，联邦快递正面临承运商对更高费率的抵制以及竞争对手增加运力的双重压力。
零担货运行业仍未出现复苏迹象，这对联邦快递的货运业务板块造成了压力。JPMorgan分析师因此将联邦快递评级下调至中性。
分析师表示："我们越来越担心全年每股收益指引面临风险，因为该指引已经包含了货运基本面反弹的预期。"
此外，分析师指出，联邦快递货运部门分拆的高昂成本以及该部门近期的运营表现不佳，也可能在分拆后对零担货运倍数产生负面影响。
分析师还表示，联邦快递正面临承运商对更高费率的抵制以及竞争对手增加运力的双重压力。
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