美国西海岸三大港口 6 月集装箱进口量环比增长 21%

智通财经网
21 Jul

高盛发布的美国西海岸三大港口报告称,6 月集装箱进口量环比增长 21%,远高于 6 月历史环比 - 3% 的季节性水平(图表 1);与 2024 年 6 月同比 + 20% 的强劲基数相比,进口量同比下降 5%(图表 2),但较新冠疫情前的 2019 年 6 月进口月增长 18%(图表 3)。回顾 2025 年 5 月的进口增长低于季节性水平,这可能反映出在解放日 / 4 月 2 日前后,跨洋运输...

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