摩根大通研究报告指,集装箱航运与造船业需求形势分歧加剧,当中马士基(Maersk)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...
Source Link摩根大通研究报告指,集装箱航运与造船业需求形势分歧加剧,当中马士基(Maersk)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...
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