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Are You Looking for a Top Momentum Pick? Why A.P. Moller-Maersk (AMKBY) is a Great Choice
ZACKS· 2025-07-29 01:01
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. Even though momentum is a popular stock charact ...
天津航运指数2025年第30周环比下跌1.20%
新华财经· 2025-07-28 22:56
新华财经天津7月28日电(记者李亭)记者从天津国际贸易与航运服务中心获悉,2025年第30周(7月21日-25日),中国北方内外贸海运价格的风向标—— 天津航运指数周初快速下跌后窄幅震荡,最终收于1087.09点,相比7月18日(第29周最后一个发布日)累计下跌13.25点,累计跌幅1.20%。 天津国际贸易与航运服务中心供图 天津航运指数(TSI)综合反映天津及北方地区航运市场价格波动情况,是由北方国际集装箱运价指数(TCI)、北方国际干散货运价指数(TBI)、沿海集 装箱运价指数(TDI)通过计算而得的综合性指数。 分类别看,北方国际集装箱运价指数持续下跌。其中,美国航线运输需求不振,市场运价持续下降,天津至美西、天津至美东航线运价指数分别收于840.44 点和944.29点,周环比分别下跌5.73%和13.88%。最终,TCI收于1331.51点,相比7月18日累计下跌4.20%。 (文章来源:新华财经) 北方国际干散货运价指数周初整体平稳,周后期连续上涨。其中,煤运价指数上涨2.38%。粮食运价指数下跌0.25%。金属矿石运价指数上涨4.58%,铁矿石 方面,巴西市场货盘成交向好,FFA远期合约价格上 ...
Old Dominion: Light At The End Of The Tunnel - Part 2
Seeking Alpha· 2025-07-28 21:54
This is a follow up to the April article that suggested the LTL market is showing signs of turning around this year. In the sector, my preferred carrier is Old Dominion (NASDAQ: ODFL ), which leads in terms ofStriving to compound knowledge. Long-time fan of Warren and Charlie. Always invert. "To finish first, you must first finish". Investing own and family funds for +20 years. Senior finance roles at public and private corporations for most of that time.Analyst’s Disclosure:I/we have a beneficial long posi ...
Diana Shipping Inc. Announces Time Charter Contract for m/v Astarte
Globenewswire· 2025-07-28 21:20
ATHENS, Greece, July 28, 2025 (GLOBE NEWSWIRE) -- Diana Shipping Inc. (NYSE: DSX), (the “Company”), a global shipping company specializing in the ownership and bareboat charter-in of dry bulk vessels, today announced that through a separate wholly-owned subsidiary, it has entered into a time charter contract with Propel Shipping Pte. Ltd., for one of its Kamsarmax dry bulk vessels, the m/v Astarte. The gross charter rate is US$12,500, minus a 5.00% commission paid to third parties, for a period until minimu ...
Safe Bulkers, Inc. Announces Sale of a 2007-Built Kamsarmax Class Dry-bulk Vessel
Globenewswire· 2025-07-28 21:00
MONACO, July 28, 2025 (GLOBE NEWSWIRE) -- Safe Bulkers, Inc. (the Company) (NYSE: SB), an international provider of marine drybulk transportation services, announced today that it has entered into an agreement for the sale of MV Pedhoulas Leader, a 2007 Japanese-built, Kamsarmax class, dry-bulk vessel, at a gross sale price of $12.5 million and forward delivery date between August and October 2025. Forward-Looking Statements This press release contains forward-looking statements (as defined in Section 27A o ...
Should You Invest in the U.S. Global Jets ETF (JETS)?
ZACKS· 2025-07-28 19:20
行业ETF概况 - 美国全球航空ETF(JETS)为 passively managed ETF 提供对工业-运输/航运板块的广泛投资敞口 于2015年4月30日推出 [1] - 工业-运输/航运板块在Zacks行业分类中位列第13名 处于后19%分位 [2] - 行业ETF具有低成本 透明度高 灵活性好 税收效率高等优势 适合长期投资者 [1] 基金规模与指数跟踪 - 基金管理规模达8.7311亿美元 属中等规模ETF 追踪美国全球航空指数表现 [3] - 标的指数重点覆盖全球航空公司 以美国本土客运航司为主 [3] 费用结构 - 年管理费率为0.6% 与同业产品水平相当 [4] 持仓集中度 - 前三大持仓分别为西南航空(10.64%) 联合航空控股 美国航空集团 [5] - 前十大持仓合计占比60.49% [6] 市场表现 - 年内下跌3.04% 过去一年上涨29.03%(截至2025年7月28日) [7] - 52周价格区间为16.76-26.81美元 [7] - 三年期贝塔系数1.32 年化波动率29.45% 属高风险品种 [7] 同业比较 - 道富SPDR运输ETF(XTN)规模1.5154亿美元 费率0.35% [9][10] - 安硕美国运输ETF(IYT)规模7.3377亿美元 费率0.39% [9][10]
Costamare Inc. Sets the Date for Its Second Quarter 2025 Results Release, Conference Call and Webcast
Globenewswire· 2025-07-28 19:05
Earnings Release: Thursday, July 31, 2025, Before Market OpensConference Call and Webcast: Thursday, July 31, 2025, at 8:30 a.m. ET MONACO, July 28, 2025 (GLOBE NEWSWIRE) -- Costamare Inc. (NYSE:CMRE) (the “Company”), announced today that it will release its results for the second quarter ended June 30, 2025 before the market opens in New York on July 31, 2025. Conference Call Details: On Thursday, July 31, 2025 at 8:30 a.m. ET, Costamare’s management team will hold a conference call to discuss the financi ...
全球供应链研究亮点-Global Supply Chain Research Highlights
2025-07-28 09:42
涉及的行业和公司 - **行业**:供应链、出口贸易、铁路航运、全球航运、快递 [1][2][7][14][15] - **公司**:J&T Express(1519.HK)、Evergreen、HMM、Citigroup Global Markets Inc.及其子公司 [15][14] 核心观点和论据 中国出口贸易 - **观点**:6月中国出口和进口均改善并超市场预期,25H2出口可能保持韧性,降低大规模刺激可能性,关注供给侧改革2.0 [2][3] - **论据**:对美出口找到“暂定谷底”,转运、供应链延伸、新兴市场新需求和竞争力支撑出口;此前估计回报效应为323亿美元或年出口的0.9%,虽有影响但可控;与美国达成框架协议后,新出口订单PMI指数反弹 [2] 巴西铁路航运 - **观点**:7月11日数据显示卡车司机利润率周环比下降,7月18日数据显示利润率上升,物流市场持续放缓,玉米物流需求达峰值,后续运费可能进一步下降,农民销售或成刺激需求关键 [7][10] - **论据**:截至7月11日,种植面积收获超57%,7月上旬玉米农民销售慢于平均水平,今年大豆近82%已售出;截至7月18日,马托格罗索州约77%的玉米已收获,柴油价格似乎已稳定 [7][10] 全球航运 - **观点**:8月运力同比增长16%(7月为10%),7月航空货运费率同比下降2.5%(6月为-2.0%),亚洲 - 西海岸线预定运力增加意味着运费进一步承压 [14] - **论据**:不同月份的运力增长和航空货运费率增长数据对比 [14] 快递行业 - **观点**:中国国家邮政局表态加强行业监管,反对“内卷式竞争”,可能缓解快递行业定价压力,J&T中国业务下半年盈利可见性可能改善 [15] - **论据**:国家邮政局会议表明将加强监管,J&T中国业务上半年受竞争影响,公司海外业务有潜力,中国业务竞争格局有改善迹象 [15] 其他重要但可能被忽略的内容 - **分析师认证和重要披露**:包括分析师认证、利益冲突、研究报告分发、投资评级定义等内容 [17][18][23][24] - **不同地区业务责任主体和监管**:详细说明了产品在澳大利亚、巴西、智利等多个国家和地区的责任主体及监管机构 [42][43][44] - **投资风险提示**:提醒投资者投资涉及价格波动、外汇风险、税收影响等多种风险,产品不构成个人投资建议 [62] - **数据来源和版权**:提及数据来源如dataCentral、Card Insights等,以及版权归属和使用限制 [63][64][68]
2025世界人工智能大会:AI加速赋能,共绘未来交通新图景
新华社· 2025-07-27 17:19
智能网联汽车示范运营 - 上海发放新一批智能网联汽车示范运营证,覆盖智能出租与智能货运两大业态,标志着示范运营进入常态化、规模化新阶段 [1] - 获证企业包括赛可智能、友道智途、小马智行、百度智行等,收费标准与巡游出租车一致 [1] - 小马智行与上海锦江出租合作,结合技术优势和运营经验加速自动驾驶技术落地 [1] 自动驾驶技术发展 - 上海将加快建设高级别自动驾驶引领区,推出500辆数据采集网约车,预计年内采集数据超过1000万个clips [2] - 建立自动驾驶大模型评测体系,实现端到端智能驾驶模型的量产应用 [2] - 智能汽车被视为AI应用场景最丰富、市场领域最巨大的落地领域之一,正从"功能机"向"智能体"进化 [4] 智能座舱技术 - 下一代智能座舱Agent OS采用多模态融合交互技术,可快速响应乘车人需求 [2] - 由阶跃星辰、千里科技、吉利汽车共同研发的"智能蛋舱"成为大会"镇馆之宝" [2] - 智能座舱技术可实现自动调节音量、记忆导航等智能化功能 [2] 人工智能在交通领域的应用 - 中远海运推出航运垂类大模型"Hi-Dolphin",覆盖"人货船港"及上下游产业,实现全球船舶、港口、航线动态查询 [6] - 华为与漳州交警推出交管AI大模型,实现无人机AI巡查,突破监控盲区 [6] - 中信海直展示智慧低空综合运营服务平台,解决低空管理难题 [6] 行业发展趋势 - 汽车企业不断拓展工业制造与人工智能的发展边界 [4] - 人工智能正加快赋能交通行业发展 [4] - 人工智能与汽车交通领域深度融合展示出未来出行的发展前景 [6]
Pitney Bowes: Additional Runway Remains For This Turnaround Stock
Seeking Alpha· 2025-07-26 22:07
Over the past two years, ever since an activist-led turnaround began to turn around the fortunes of Pitney Bowes ( PBI ) , PBI stock has experienced an incredible run-up in price. Shares in the shipping andAnalyst’s Disclosure:I/we have a beneficial long position in the shares of PBI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationsh ...