Re: [情報] 聯邦海事委員會主席對行政命令表示歡迎

cjcdream 發表於 2021/7/9 下午4:07:23

看板Stock標題Re: [情報] 聯邦海事委員會主席對行政命令表示歡迎作者

cjcdream

(聲音)時間Jul 9 16:07:23 2021推噓12 推:12 噓:0 →:17

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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

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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.”

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