瑞银表示,无论是联邦快递(FDX.N)还是其竞争对手联合包裹(UPS.N),投资者关注的焦点都集中在“周期性和结构性”忧虑上。今年3月,快递巨头联邦快递连续第三个季度下调利润预期,理由是“美国工业经济持续疲软和不确定性上升”。随着公司将于本周二收盘后公布第四财季财报,自那以来美国经济的不确定性愈加严重,特别是与中国及其他国家之间反复无常的关税政策,以及海外战事的升级。作为全球物流需求的“晴雨表”,...
Source Link瑞银表示,无论是联邦快递(FDX.N)还是其竞争对手联合包裹(UPS.N),投资者关注的焦点都集中在“周期性和结构性”忧虑上。今年3月,快递巨头联邦快递连续第三个季度下调利润预期,理由是“美国工业经济持续疲软和不确定性上升”。随着公司将于本周二收盘后公布第四财季财报,自那以来美国经济的不确定性愈加严重,特别是与中国及其他国家之间反复无常的关税政策,以及海外战事的升级。作为全球物流需求的“晴雨表”,...
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