1月美国航班货运数据出炉！大摩警告：联合包裹、联邦快递前景堪忧

智通财经2025-02-19

智通财经APP获悉，摩根士丹利近日发布北美货运行业研究报告，对联合包裹(UPS.US)、联邦快递(FDX.US)和亚马逊(AMZN.US)的美国国内航班货运数据进行分析。具体来看，联合包裹1月美国国内航班数量环比下降23%，同比增长27%，联邦快递则环比下降9%，同比下降18%。尽管1月航班数量均较去年12月高峰期有所下降，但这两家快递运输商当月表现优于季节性水平，而前几个月表现不佳，可能与美国...

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