大行評級|花旗:預期中國庫存將涌入美國 看好聯合包里和CSX
花旗發表研究報告指,中美宣佈各自暫緩高額關稅90日,並互相下調進口貨品徵稅。該行預期,由於部分付運商一直觀望,且相信付運商不希望庫存成本高於同行,因此預期中國的庫存將會涌入美國。該行認爲已嚴重拋售且尚未回升高位的股票具吸引力,包括聯合包里、Saia和CSX。
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