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港股異動丨海運股繼續強勢 中遠海發漲超8% 中美貨運激增
港口及海運股繼續走強,其中,中遠海發一度漲超8%,太平洋航運漲4.6%,德翔海運漲超4%,遼港股份、青島港、東方海外國際、中遠海控、中遠海能跟漲。消息上,隨着中美實施一系列關稅調整措施,美國進口商本週大幅增加從中國的進口訂單。多家航運公司和行業跟蹤的數據顯示,中國對美的貨運量已經顯著回升。美東時間週三,集裝箱跟蹤數據軟件商Vizion表示,在中美達成貿易“休戰”後,從中國到美國的集裝箱運輸預訂量飆升了近300%。鑑於美國進口商未來三個月將迎來進口成本大幅降低的明確窗口期,高盛分析師Philip Sun表示,未來90天,中國的出口將爆火。‘搶先’將成爲關鍵詞”。有業內人士認爲,當前情況下,前期積壓的貨物將加緊出運,運線漲價或持續到下半年。(格隆匯)

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