• 182

航運三熊討論

你不要這樣我會叫 wrote:
台灣有些媒體就愛亂加...(恕刪)


白宮發言人原字如下:

"I also wanted to note, as you may have noticed, we’ve been doing kind of a daily announcement about our competition executive order. So the new announcement that went out today will — focuses on saving American businesses money on shipping costs. In turn, that will lower prices for American consumers.

A lot of American companies rely on railroads to ship their goods domestically and ocean carriers to ship their goods internationally. Both of these industries have grown more concentrated over time. Many freight routes are monopolized because they’re served by a single railroad. Three foreign-owned shipping alliances now control more than 80 percent of the market. I did not know that. I’m learning something new every day with the competition EOs, which I appreciate.

That concentration has contributed to a spike in shipping costs and fees during the pandemic. For example, the index price to ship one container has gone up eightfold. And shipping container companies have charged companies massive fees while their goods sit at ports.

So, this executive order takes several steps to address these problems. On international shipping, the executive order calls on the Federal Maritime Commission to crack down on unjust and unreasonable fees and work with the Justice Department to investigate and punish anticompetitive conduct.

And on domestic freight railroad, the executive order urges the Surface Transportation Board to allow more shippers — allow shippers to more easily challenge inflated rates when there is no competition between routes."

我的感覺是想要降運價的企圖很明確,反壟斷,反競爭,比較像是手段和藉口。

但是該行政命令似乎沒被簽署。
其實我覺得多軍們一直在努力找消息安慰自己
拜登當然想打運價,美國是進口國,海運這塊又弱勢,怎麼可能不希望運價低一點,當然打不打得下來是另外一回事
大戶、投信、外資一直賣也是事實
我是做多的,持有長榮陽明
但是多軍們一直發自慰文我也覺得太鴕鳥心態(股市同學會上面超誇張)
股票上漲不會一帆風順,目前運價持續上漲
多頭趨勢沒有改變,所以我繼續持有,而且我覺得下週會有一波反攻

但多空訊息也是要做判斷,不是一直催眠自己啊
sanetidaay

我也是做多的,目前空手觀望中,三雄走勢出現分歧,短線多空真難判斷

2021-07-13 0:42
neuroman wrote:
白宮發言人原字如下:(恕刪)


3月23日蘇伊士運河的長賜輪門,有人解讀利空但後來漲快5倍被嘎空。
7月8日拜登的海運聯盟壟斷門,美國隊長世界警察要尊重一下,如何解讀才正確,還是看未來幾天市場給的答案。國內新聞報導指業內解讀沒提…..,可以看美版華爾街日報相關報導,將發行政命令有來龍去脈。
Tigerwang1688 wrote:
3月23日蘇伊士運河...(恕刪)


看下去..
還在發布或不發布?
重點是....

1.前五個月已賺了那麼多!而且第三季又是航運的旺季....
2.請問漲運費最直接受惠的是該屬國的港口及作業員的人民!
誰最直接受惠?
還發布呢......

哈...............................
Kevin3091 wrote:
其實我覺得多軍們一直...(恕刪)

多軍內心的擔憂是很脆弱的呵呵;
不過空軍8成只出一張嘴、真正會提出分析探討的人很少,多半都是很刻意在打壓。
反而多軍裏有些會不定時的提供資訊,即國際趨勢來分享探討~當然有時候空軍的話也是要警惕才行,只是真正關心到大家的文很少,幾乎都是只會潮笑、嚇唬、唱衰而已。
citybear

沒錯,看多、看空都好,只要理性討論都尊重,可惜就是有些酸民的留言讓人覺得他在現實生活中一定過得非常不如意

2021-07-11 18:15
真正有買較多(10張以上)的
不管多空
不會在這發言吧
Kevin3091

這邊很多網友都買很多張喔,我50張算小咖的

2021-07-11 14:34
晃一晃

一千萬以內應該算小咖

2021-07-11 15:39
共匪會讓拜登難受

用力買,一直買!
來來來.........
我們來比價一下
1.傳產股...
富邦媒 110第1季 5.57元 109年 13.87元 股價 1670.

2電子股............
威鋒電子 110第1季 2.74元 109年 5.29元 股價 480.

3.那三雄 股價?


哈..........................................

有為者亦若是.
citybear

一定有人會說景氣循環股不能類比~

2021-07-11 18:17
jim5888

哪一家..不是景氣循環股!哈......

2021-07-11 19:10
  • 182
內文搜尋
X
評分
評分
複製連結
請輸入您要前往的頁數(1 ~ 182)
Mobile01提醒您
您目前瀏覽的是行動版網頁
是否切換到電腦版網頁呢?