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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
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。
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