本期投资提示:关税对航运影响已从第一阶段(先反应悲观预期,当前关税上限悲观预期计价)进入第二阶段(估值和情绪逐步修复)和第三阶段(供应链潜在混乱推动运价上涨)的验证期。集运:美线运价上涨带动其他区域,重点关注德翔海运、海丰国际、中远海控。5 月23 日SCFI 指数录得1586.12 点,环比上涨7.2%。本周美西航线上涨6.0%至3275 美元/FEU,美东航线上涨5.3%至4284美元/FEU...
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