航运数据承压大摩重申联邦快递(FDX.US)联合包裹( UPS.US)“卖出”评级

智通财经2025-06-20

智通财经APP获悉，摩根士丹利的包裹航班追踪器显示，围绕正常季节性变化的波动较为温和。其中，联邦快递(FDX.US)的表现略胜一筹，而联合包裹(UPS.US)和亚马逊(AMZN.US)则低于正常的季节性模式。然而，这三家公司相较于 4 月，其同比下滑情况均有所恶化。基于航运数据，大摩对包裹公司保持谨慎态度。该行重申联合包裹和联邦快递的“卖出”评级，最新目标价分别为80美元和200美元。大摩指出，...

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航运数据承压 大摩重申联邦快递(FDX.US)联合包裹( UPS.US)“卖出”评级

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航运数据承压大摩重申联邦快递(FDX.US)联合包裹( UPS.US)“卖出”评级