智通财经APP获悉，集运股尾盘跌幅扩大，截至发稿，海丰国际(01308)跌4.1%，报19.18港元；中国外运(00598)跌2.8%，报3.47港元；中远海控(01919)跌2.12%，报12港元；东方海外国际(00316)跌1.08%，报101.2港元。
消息面上，近期有报道称，哈马斯和以色列的停火协议取得了较大的进展。华泰期货指出，此轮运价高点或已经出现，历史年份，运价1月份-3月份延续震荡下行趋势；巴以和谈持续推进，远期目前存有苏伊士运河恢复通行预期。远月合约面临运价节奏以及地缘端的双重压制，预计一直会维持到3月份。
国信证券指出，在特朗普上台后加征关税、春节前备货以及航商集中提价的共同作用下，美线出现大幅回升，但是欧线在谈判开始后呈现偏弱格局，考虑到运力仍在快速增长，我们预计中期运价或缺乏上涨动力，短期亦存在较大不确定性。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.