汇丰环球研究指，该行覆盖的航运股今年以来平均累升12%，跨太平洋航运因关税忧虑出现提早付运并支持首季盈利，纵使对等关税暂缓导致上海出口集装箱运价指数(SFCI)第二季内升73%，但该指数已因预订转弱从高位回落17%。该行料关税不确定性将令下半年航运需求受压，市场焦点将回到载能过剩及盈利下行。
该行认为关税暂缓利好已在股价反映，但关税不确定性及载能过剩或对盈利构成压力。该行下调对海丰国际(01308.HK) 投资评级，由“买入”降至“持有”，目标价由26元下调至25元。该行下调对东方海外(00316.HK) 及中远海运(01919.HK) 投资评级，由“持有”降至“减持”，目标价由分别120元及14元，下调至100元及11元。(fc/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-06-24 16:25。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.