Hong Kong Stock Concept Tracking | US shipping is entering a super peak season, Goldman Sachs predicts that China's exports will explode in the next 90 days (includes concept stocks).

There is a "cabin rush" in the US shipping industry, and freight rates may continue to rise in the short term.

Zhitong Finance06:59

The USA has significantly reduced the tariff rates on small packages, and the shipping capacity on the lines is approaching full capacity.

The tariff rate for small packages has been significantly reduced.

Brokerage ChinaMay 14 22:50

Global Ship Lease's (NYSE:GSL) Five-year Earnings Growth Trails the Massive Shareholder Returns

Simply Wall StMay 14 21:29

90 days, the "rush transportation" begins!

Goldman Sachs analysts predict that the 90 days of tariff suspension will trigger a wave of imports rushing to USA ports. Goldman Sachs pointed out that no one knows what will happen after 90 days. Should Walmart and others stock up on Christmas commodities as much as possible, or even prepare for 2026?

wallstreetcnMay 14 09:57

Earnings Preview: GSL to Report Financial Results Pre-market on May 19

$Global Ship Lease(GSL.US)$ is scheduled to release its financial results pre-market on May 19 ET. Earnings PreviewAnalysts estimate $Global Ship Lease(GSL.US)$ to post revenue of USD171.73M for 2025

Futu NewsMay 14 09:00

When the "rush transportation tide" meets the traditional peak season, shipping demand explodes!

American companies are attempting to stockpile products in the USA during the 90-day window period to guard against a surge in tariffs. Meanwhile, the 90-day tariff truce— which just extends into mid-August—will overlap with the traditional shipping peak season, potentially leading to an earlier peak season and driving higher peak season demand.

wallstreetcnMay 13 21:24