高盛警告：航运业衰退可能更持久更严重！

华尔街见闻2023-10-17

高盛分析师预测，航运业更持久的衰退将导致货运价格和公司的盈利继续下滑，马士基的未来不容乐观，将其评级下调为“卖出”。对于航运业的未来，高盛发出警告，衰退将比市场预期的更为严重且漫长。高盛分析师Patrick Creuset 在最新的报告中预测，航运业的衰退将比市场所想的更严重也更持久，这会导致航运业的货运价格和公司的盈利继续下滑，马士基的未来不容乐观，将马士基的评级下调为“卖出”：“我们认为市场...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2376488783?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/6519a4fefaf5c27d84d40f62319661d4","is_english":false,"pubTime":"2023-10-17 19:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2376488783","market":"us","top_or_hot":-1,"title":"高盛警告：航运业衰退可能更持久更严重！","media":"华尔街见闻","content":"<div>\n<p>高盛分析师预测，航运业更持久的衰退将导致货运价格和公司的盈利继续下滑，马士基的未来不容乐观，将其评级下调为“卖出”。对于航运业的未来，高盛发出警告，衰退将比市场预期的更为严重且漫长。高盛分析师Patrick Creuset 在最新的报告中预测，航运业的衰退将比市场所想的更严重也更持久，这会导致航运业的货运价格和公司的盈利继续下滑，马士基的未来不容乐观，将马士基的评级下调为“卖出”：“我们认为市场...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20231017185923820a8cdc&s=b\">网页链接</a>\n\n</div>\n","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛警告：航运业衰退可能更持久更严重！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛警告：航运业衰退可能更持久更严重！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-17 19:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20231017185923820a8cdc&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛分析师预测，航运业更持久的衰退将导致货运价格和公司的盈利继续下滑，马士基的未来不容乐观，将其评级下调为“卖出”。对于航运业的未来，高盛发出警告，衰退将比市场预期的更为严重且漫长。高盛分析师Patrick Creuset 在最新的报告中预测，航运业的衰退将比市场所想的更严重也更持久，这会导致航运业的货运价格和公司的盈利继续下滑，马士基的未来不容乐观，将马士基的评级下调为“卖出”：“我们认为市场...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20231017185923820a8cdc&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4552","symbol_name":"Archegos爆仓风波概念","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20231017185923820a8cdc&s=b","article_id":"2376488783","we_media_id":"1084101182","thumbnails":["https://static.tigerbbs.com/6519a4fefaf5c27d84d40f62319661d4"],"rights":{"source":null,"url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20231017185923820a8cdc&s=b","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2376488783","pubTimestamp":1697541648,"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"对于航运业的未来，高盛发出警告，衰退将比市场预期的更为严重且漫长。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4552":"Archegos爆仓风波概念","BK4504":"桥水持仓","GS":"高盛","RCL":"皇家加勒比邮轮","NCLH":"挪威邮轮","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4127":"投资银行业与经纪业","BK4585":"ETF&股票定投概念","BK4588":"碎股","CCL":"嘉年华邮轮","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"translate_title":"Goldman Sachs warns that the recession of shipping industry may be more lasting and serious!","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4961b2aa471e95045e34b0c2a5a14c4c","symbols_score_info":{"NCLH":1.1,"RCL":1.1,"CCL":1,"GS":0.9},"content_text":"高盛分析师预测，航运业更持久的衰退将导致货运价格和公司的盈利继续下滑，马士基的未来不容乐观，将其评级下调为“卖出”。对于航运业的未来，高盛发出警告，衰退将比市场预期的更为严重且漫长。高盛分析师Patrick Creuset 在最新的报告中预测，航运业的衰退将比市场所想的更严重也更持久，这会导致航运业的货运价格和公司的盈利继续下滑，马士基的未来不容乐观，将马士基的评级下调为“卖出”：“我们认为市场仍然没有认清航运即将面临的衰退的严重程度和持续时间。目前市场中货运能力依旧过剩，这会导致货物的价格和公司的利润受到压力。预计马士基在2023-2024年盈利下降8%。Creuset表示，尽管航运市场正经历价格下跌，但由于新船只的不断投放、货物可以按时交付，以及停用和报废的船只较少，航运市场上的供应仍然相对充裕：新船只的交付速度约占全球舰队的1%，几乎没有拖延，空闲和报废量很低，而且11月活跃船只容量在主要航线上将大幅增加。值得一提的是，集装箱航运业依赖于全球需求趋势，在2020-22年新冠期间，随着零售商和其他公司补充库存，以满足消费者被压抑的需求，集装箱航运业迎来了空前的繁荣，出现一箱难求、运价持续上涨的情况。然而，自达到2022年初的峰值后，需求疲软导致集装箱运价大幅下跌。Creuset认为，与以往的船运熊市相比，这次有两个主要因素可能导致马士基的利润率下降更为严重：一是，该行业的资产负债表过去高度杠杆化，这意味着现金流不能持续很长时间，而这一次，大多数承运商持有数十亿美元的现金；二是，航运业中联盟结构的演变，这些变化可能导致一些航运公司变得更加自主，但也可能增加过剩货运能力的管理难度。运营商仍在订购新船，这表明该行业需要更多工具来管理运力。马士基在今年8月发出警告，称全球贸易萎缩时间和程度超预期，欧美需求均在下滑，前方“阴云密布”。马士基首席执行官Vincent Clerc在此前接受彭博社采访时表示，集装箱运输行业正处于2021年和2022年的新冠热潮之后的最大调整期，全球贸易萎缩的时间和程度可能比之前想象的更长。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2376488783"}