[新聞] 大航海時代回來了?陽明爆39萬張大量 這檔單周漲近30%
原文標題:大航海時代回來了?陽明爆39萬張大量 這檔單周漲近30%
原文連結:https://www.ctee.com.tw/news/20240512700469-430201
發布時間:2024.05.12 16:29
記者署名:邱莉玲 曾宇平
原文內容:
貨櫃三雄夢回2022?受惠海運漲價完美風暴成形,貨櫃三雄上周五(10日)在電子股熄火
之際逆勢崛起,成為超級吸金機,陽明、萬海同步亮燈漲停,長榮也大漲逾9%,值得注
意的是,陽明成交狂飆39.1萬張笑傲台股,市場引頸期盼大航海時代來臨。
陽明10日狂飆漲停板,成交值、成交量雙雙冠居台股,三大法人合計買超8.17萬張,值得
注意的是,光是外資就買超逾6.3萬張,累計外資近六個交易日共狂敲10.4萬張,投信也
進入連11日買超。
不只陽明,萬海也同步亮燈漲停,長榮雖未能鎖住檔停,但收盤也大漲超過9%,漲勢同
樣剽悍。統計貨櫃三雄單周漲幅,陽明狂飆逾20.23%、萬海也跳漲逾29%,長榮則上漲
約7.5%。
一場海運漲價完美風暴成形,從航商控艙到紅海危機、歐美補庫、中歐塞港,四大效應層
層堆疊,在大陸五一長假,航商按慣例加大抽艙力道下,卻意外迎來節後貨量增溫,航商
不僅5月1日歐美線運價喊漲千美元漲足,歐美線艙位也已滿到5月底,航商計畫15日美國
線40呎櫃再漲1,000美元,歐洲線再漲1,500~2,000美元。
反映在上海運價指數(SCFI)10日節後開盤,大漲365.16點或18.82%至2,305.79點,不
僅連續五周上漲,也一舉回升到2022年9月下旬高運價水準,本周歐美主要航線漲幅皆逾2
成。
多家貨代業者透露,在面臨運力供過於求的挑戰下,航商持續透過控艙支撐運價。隨著歐
美補庫存,甚或擔憂紅海危機延長,繞航延誤船期,貨主補庫力道有感增加,或需要額外
兩周貨物拉高庫存安全存量,在持續的運力需求、空白航班計劃,以及對紅海危機前景的
悲觀預測下,共同推動這波海運漲價風暴。
國際多家研調機構示警,這波運價漲風來得快,但同時新增運力也在增加,紅海不確定因
素,仍是決定運價走勢的重要關鍵。根據SCFI歐美線報價,上海到歐美線運價都回到2022
年8~10月的高運價水平。
心得/評論:
航運的氣,忽然就回來了,大家船票都買到了嗎?
現在距離當初航運高點,還很遠
還在半信半疑當中,應該有機會喔
https://i.imgur.com/UW1fXuA.png
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