【TD Cowen：美国港口活动已因关税冲击而下降】金十数据5月5日讯，TD Cowen分析师在一份研究报告中说，在全球关税战中，美国港口活动已经下降，对卡车、铁路和仓储的需求也受到了影响。他们表示，多式联运和卡车运输的费率在短期内有大幅下降的风险。分析师们表示，运输量下降可能导致跨太平洋航线供应过剩，价格走软。分析师们说，如果这些动态不改变，规模较小的运输公司可能会被挤出市场，这将导致运力下降。他们表示，如果关税之争得到解决，零售商可能会迅速采取行动来完成订单，这将导致供应链中出现瓶颈，并因为较低的运力推高运费。
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