中國運往美國集裝箱運費較月初高位跌逾半 分析指美進口需求增長效應或不如預期持久
《路透》報道,中國往美國集裝箱運費較本月稍早跌逾半,受美國總統特朗普下調中國貨品關稅帶來的進口需求反彈少於預期所影響。
報道引述富瑞分析師報告指,上海至美國西岸航線每標準箱運費率於月初升至約6,000美元高位後,已在約2,500美元水平見短期底。航運顧問公司Drewry指,運費回落為近期美國進口急升的效應,將不如原來預期持久的跡象。Drewry的全球集裝箱指數在連升五周後已連續兩周跌9%。
報道指,許多進口商在新關稅實施前囤積貨物,推遲物價上漲。美國消費者尚未完全感受到關稅的影響。美聯儲主席鮑威爾預計關稅將在夏天開始推高通脹。
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