港口工人罢工后美股暴跌

东部港口工人发起数十年来最大规模罢工,威胁供应链后,美国股市周二下跌逾 1%。

SP 500 – Daily Chart

SP 500 – 每日图表

标准普尔 500 指数周二暴跌至 5,694 点,支撑位非常接近,可能标志着美国股市调整的开始。

美国东部 36 个港口的码头工人现在举行数十年来的首次罢工,罢工可能会影响供应链,导致短缺和价格上涨。在联准会因通膨放缓而降息后,这可能会让联准会感到不安。

尽管最新的合约谈判取得了一些进展,但工人们就工资和港口自动化的使用发起了罢工。港口与 45,000 名会员之间的合约于周一午夜到期。

这次罢工距离紧张的总统选举还有几周时间,如果短缺影响选民,罢工可能会成为一个因素。只要需要达成公平协议并对公司有影响力,工会就会计划罢工。

「这不是你开始就停止的事情,」他说。 「我们并不弱,」他补充道,并指出该组织对国家经济的重要性。劳工专家表示,罢工工人拥有很大的影响力。

「这是一个非常好的时机,」罗格斯大学助理教授威廉·布鲁彻说。

尽管通货膨胀已经放缓,但生活成本仍然比疫情之前高得多,这损害了工人的薪水。布鲁彻也指出,近年来,随着各行业工会提出更多要求,其他劳工活动也出现了势头。

该行动将影响不同的股票板块,但现在还处于早期阶段。由于处理的货柜量很大,铁路库存较低。 UPS(NYSE:UPS)和联邦快递(NYSE:FDX)等股票走高,因为它们拥有可以运送重要产品的飞机,这些服务的价格可能会上涨。

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