大和发表研究报告指，中东冲突和美国东岸码头工人罢工导致航运供应中断的情况不断恶化，预料这将会影响未来运费。
报告提到，以色列最近的空袭导致真主党领袖纳斯鲁拉死亡。作为报复，本周二(10月1日)伊朗向以色列发射导弹。此外，国际码头工人协会(ILA)拒绝美国海事联盟 ((USMX)提出的近50%的加薪幅度后，于10月1日起在东部和海湾沿岸进行罢工，而ILA的要求是在六年内加薪77%。更为重要的是美国总统拜登并无意干预罢工行动。
大和认为，中东的紧张局势不大可能于短期内降温，而美国东岸的罢工似乎比西岸的情况更为复杂，尤其是考虑到目前正值美国总统选举期。整体而言，该行相信运费将于国庆假期后回升，并预期市场将重新评估高运费延续至2025年的潜力，这或成为主要的股价催化因素。该行重点留意海丰国际(01308.HK) 及东方海外(00316.HK) ，又认为中远海控(01919.HK) 是高Beta的投资选项。(sl/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-10-02 16:25。)
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