智通财经APP获悉，航运股普遍上扬，截至发稿，中远海控(01919)涨3.94%，报10.28港元；海丰国际(01308)涨3.27%，报18.3港元；中远海发(02866)涨1.22%，报0.83港元；东方海外国际(00316)涨0.8%，报94.05港元。
消息面上，马士基上海-鹿特丹WK39价格报4400美金/FEU，与上周持平，降幅放缓提振市场情绪。海通期货指出，短期盘面的积极上行一方面来自于宏观背景下商品共振情绪改善，另一方面来自于市场对于运价缓跌和企稳的预期。但需要注意的是部分未经充分核实或者片面解读的消息包括爆舱、售罄和涨价等等均和当前运价持续下行的趋势不匹配，短期情绪催化机会值得重视，但仍需关注基本面结构和现货价格的变化趋势。
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