摩根大通发布研报称,集装箱 航运 业目前正处于一个高度复杂的环境中,尤其是潜在的贸易政策变化导致全球贸易格局重组。报告提到美国贸易代表301提案指,尽管上周经过两轮公开听证会后尚未得出结论,但今年以来集装箱船订单和交付已开始放缓,因为船运商重新评估地缘政治风险,这支持了该行对中国造船厂的审慎看法。另外,该行对 中远海控 H股目标价由12港元升至13港元,评级“中性”摩根大通发布研报称,集装箱航运业...
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