摩根大通发表研究报告指，集装箱航运与造船业需求形势分歧加剧，当中马士基观察到美国以外市场的需求强劲，并因关税不确定性而维持对美国市场审慎态度；而国际货柜码头服务公司(ICTSI)则指其港口未见有提前出货迹象。 另外，航运龙头企业的前景分化，马士基因北美以外市场需求强劲上调指引，而海洋网联船务(ONE)则因倚赖美国航线而下调全年展望。库存水平亦存在争议，物流经理人指数(LMI)显示受美国零售销售及预囤货活动影响，库存处于高位。红海危机、港口拥挤、造船活动及301条款关税等因素，正影响行业策略与投资决策，加上国际海事组织(IMO)排放标准的辩论，亦进一步令战略布局更复杂。 该行对中远海控H股及A股维持正面看法，目标价分别上调至21港元及24元，另外亦对东方海外国际维持正面看法，目标价升至179港元，均予“增持”评级。
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