《大行》汇丰研究:美国东岸港口罢工令货柜航运股上涨 海丰国际(01308.HK)评级“买入”

阿斯达克财经
Sep 26, 2024

汇丰研究发表研究报告指,自10月1日起,美国东岸港口可能发生的罢工,将影响超过一半的美国货柜进口量及近六分之一的全球货柜贸易量。罢工可在农历新年的季节性货运高峰前提升运费,而明年的农历新年的时间早于2024年,为承运商明年的合约谈判奠定有利位置,带动货柜航运股上涨。自国际码头工人协会(ILA)于6月退出谈判桌以来,双方一直没有进行任何谈判,因此,汇丰研究对短期内达成协议不抱太大希望。该行认为,长期...

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