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美股鐵路股集體下跌 聯合太平洋跌近3%
格隆匯4月22日丨美股鐵路股集體下跌,諾福克南方、CSX運輸、加南大國家鐵路、聯合太平洋跌近2%。儘管聯合太平洋和CSX運輸的收益均超過預期,但鐵路股週五回落。聯合太平洋遭瑞銀把12個月目標價從 267美元下調至283美元,同時將股票評級從“買入”調至“中性”。該行預計當前的產能限制和服務問題會影響銷量表現,這些問題也會降低我們對聯合太平洋執行銷量增長戰略的能力的信心。這些限制因素以及更高的燃料成本影響到整個行業,並威脅到整個行業的運營比率,加劇了最近幾週報道的鐵路運輸率下降。加拿大國家鐵路將下週將公佈財報,分析師表示,加拿大鐵路運營商面臨“巨大的成本逆風”,可能會將復甦的願景推遲到今年下半年。

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