Re: [情報] 聯邦海事委員會主席對行政命令表示歡迎

看板Stock作者cjcdream (聲音)時間2年前 (2021/07/09 16:07)推噓12(12推 0噓 17→)

留言29則, 18人參與討論串6/9 (看更多)

我也補充一下這篇 https://tinyl.io/4QCC 華爾街日報的文章也蠻完整引述海事委員會主席 Dan Maffei 的話如下＂我們無法控制運費，因為它們是基於市場的，但我們可以檢查是否有限制水域運力的措施” 相較前面某媒體引用的NBC文章 https://tinyl.io/4QCQ 其實內文真的有點簡略，一整個標題殺人XD --- 發新聞也真的不要斷章取義，蠻沒道德畢竟大家不管是投資還是投機，目的都是要獲利另外拿昨天的世界航運來看下跌其實有些不公平畢竟昨天歐股和美股整體其實都往下跳，航運跟著大盤往下才是正常吧 ※ 引述《iio ( )》之銘言： : ※ 引述《kech9111 (= =)》之銘言： : : 看到水手說拜登沒要搞海運運價只有陸運，還說行政命令還沒要簽，也有人說海事委員會 : : 主席說壓抑運價沒用 : : 去查了外電 : : https://reurl.cc/W3blQD : : 內文重點 : : 聯邦海事委員會主席對白宮的行政命令表示歡迎，呼籲司法部幫助 FMC 調查海運承運人 : : 向托運人收取不合理的費率和費用。 : : 該行政命令呼籲聯邦海事委員會打擊不公正和不合理收費，並與司法部合作調查和懲處反 : : 競爭行為。 : : 現在是司法和行政部門都要出動了 : : 航運龍頭馬士基也連跌兩天了 : : https://i.imgur.com/fSgoiQw.jpg

: 怎麼只翻第一段恐嚇水手們ㄋ~ : 來這是第二段 : 簡單的說華爾街 : 沒用~ 問題出在於供需失衡不是壟斷啦 : Industry consolidation not the problem? : Wall Street questioned the move by the White House, pointing out that a surge : in demand – not industry consolidation – has caused rates to climb. The : issue, according to an equity note published by investment firm Stifel, “has : little to do with consolidation and everything to do with weak demand : pre-pandemic not incentivizing building new ships. Given its low barriers to : entry, the implications to the shipping market are virtually nonexistent.” : Maffei acknowledged that the current demand for imports is unprecedented. “ : That’s the lion’s share of this current crisis,” he said. However, he : pushed back on the argument that a lack of competition is not at least part : of the problem. : “When you have a demand spike and there is full competition – meaning : anyone can come in and satisfy that demand immediately with more capacity – : there is not an issue,” he said. : But that is not the case in the container shipping and rail sectors, Maffei : pointed out. : “Railroads have to lay track, container carriers have to build ships, and : that takes time. So by having a more consolidated industry, you set the stage : for some of the price increases that we’ve seen. They’re not due directly : to a lack of competition, but they’re related to it.” -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 114.47.69.220 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1625818049.A.706.html

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elfish123

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