美银证券发表研究报告,指货柜航运现货价因中美日内瓦贸协而急升,未来两至四周料升幅更大。不过,该行认为这只是暂时的急剧挤压,主要局限于泛太平洋地区,而非更广泛的上升周期。除了需求挤压之外,不利因素亦包括关税、新船交付和潜在的红海重新开放。该行继续予长荣海运(2603.TT)及东方海外(00316.HK) 评级“跑输大市”,因估值偏高,并吁“买入”商船三井(9104.JP),料泛太平洋地区费率上升支撑...
Source Link美银证券发表研究报告,指货柜航运现货价因中美日内瓦贸协而急升,未来两至四周料升幅更大。不过,该行认为这只是暂时的急剧挤压,主要局限于泛太平洋地区,而非更广泛的上升周期。除了需求挤压之外,不利因素亦包括关税、新船交付和潜在的红海重新开放。该行继续予长荣海运(2603.TT)及东方海外(00316.HK) 评级“跑输大市”,因估值偏高,并吁“买入”商船三井(9104.JP),料泛太平洋地区费率上升支撑...
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