7月8日 - ** 斯蒂芬斯证券恢复对美国铁路运营商的覆盖，其中对联合太平洋铁路（UNP.N）和CSX（CSX.O）给予“超配”评级，对诺福克南方铁路（NSC.N）给予“中性”评级
** 该券商表示，随着货主寻求更低成本的运输方案，卡车运输费率的上涨可能会推动更多货运转向铁路
** 报告还指出，联合太平洋与诺福克南方铁路的合并审查正在推进，但尽管两家公司计划于2027年年中完成交易，批准结果不太可能在2027年下半年之前出炉
** 斯蒂芬斯表示，工业需求的改善有望推动2027年全年商品运输量实现更快增长
** 今年迄今，UNP股价上涨约22.4%，NSC上涨约11.8%，CSX飙升约33.8%
公司 | 评级 | 目标价 |
联合太平洋 | 超配 | 327美元 |
诺福克南方铁路 | 中性 | 354美元 |
CSX | 超配 | 57美元 |
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