热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易

客户端

　　花旗发布研报称，嘉里物流（00636）的国际货运代理业务（IFF）主要集中于泛太平洋航线，因此关税实施的情况较预期差，可能会对集团的IFF业务量造成负面影响。由于成本优化，综合物流可能会有温和增长，下调集团今明两年盈测，以反映运费下降及全球贸易的不确定性，并将目标价由10.5港元下调至8.5港元，维持“买入”评级。

　　然而，由于运费目前已跌至谷底水平，现阶段IFF业务利润所受的影响或尚不明朗。该行考虑到嘉里物流货量的逆风、供需动态的不确定性，以及由于供应链中断，客户可能需要集团提供更多的增值服务。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：史丽君

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.