智通财经APP获悉，集运股延续近期反弹，截至发稿，中远海控(01919)涨5.34%，报11.06港元；中国外运(00598)涨4.88%，报3.44港元；东方海外国际(00316)涨2.31%，报99.55港元；海丰国际(01308)涨3.08%，报19.44港元。
消息面上，9月18日，美国联邦储备委员会宣布，将联邦基金利率目标区间下调50个基点，降至4.75%至5.00%之间的水平，这是美联储4年来首次降息。中泰期货此前指出，世界范围内多国央行再次降息，美联储或于9月开启降息周期，宏观流动性补充可能对国际贸易有提振预期。
光大证券指出，当前巴以谈判陷入僵局，突发性地缘政治事件有望提振集运市场情绪；北美码头工会和美国海事联盟谈判进展缓慢，马士基发布警告提示罢工可能性上升，此外澳大利亚、加拿大、印度等地的港口也面临罢工风险，罢工将扰乱全球供应链，对集运有效运力构成影响，后续建议关注地缘政治事件和罢工风险对集运供给端的约束。
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