大行评级|花旗:预期中国库存将涌入美国 看好联合包裹和CSX

格隆汇APP
13 May

花旗发表研究报告指,中美宣布各自暂缓高额关税90日,并互相下调进口货品征税。该行预期,由于部分付运商一直观望,且相信付运商不希望库存成本高于同行,因此预期中国的库存将会涌入美国。该行认为已严重抛售且尚未回升高位的股票具吸引力,包括联合包裹、Saia和CSX。

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