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....
Source Link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....
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