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FINWIRES

瑞銀稱,Knight-Swift有望受益於卡車運輸市場趨緊

-- 瑞銀證券週四發布的一份報告稱,Knight-Swift Transportation (KNX) 預計將受益於強於預期的整車運輸定價環境。 報告指出:“KNX 先前對合約費率的預期從個位數低位到個位數中位,上調至個位數高位到兩位數低位,漲幅超出預期。” 報告稱,根據第一季現貨費率20%的漲幅以及經紀商3月份對合約費率的評論,KNX預計將在本投標季實現約10%的合約費率增長,這意味著2026年全年實際價格將上漲約6%。 報告還表示:“我們認為目前正處於整車運輸定價週期的早期階段,KNX 股票仍有良好的上漲空間。” 瑞銀將 KNX 的目標價從66美元上調至79美元,並維持「買入」評級。

Price: $66.97, Change: $+2.99, Percent Change: +4.67%

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