富时中国A50指数期货涨幅扩大至1%。

CITIC Securities says 3Q26 transport & logistics earnings divergence should persist as a cycle paradigm shift boosts profit elasticity in oil tankers and container lines. Oil shipping: expect a renewed upswing in crude tanker spot rates after the National Day holiday; recommend names positioned to benefit and monitor G7 strategic crude/diesel releases, elevated refining cracking spreads, and seasonal plus cross-regional demand that should lift product tanker volumes. Container shipping: shipowners’ margin recovery is the likely valuation catalyst; recommended exposure to Red Sea re-rating plays and carriers with stable cash flow and high dividend capacity. Express delivery: peak-season price recovery underway, while low volume growth is accelerating competitive differentiation. Air cargo: AI-related supply-chain shipments were a key driver of 1H air freight growth and have raised the share of schedule-stable, high-tech cargo; watch peak-season restocking and new capacity flowing through to margins and firms with low expectations but attractive upside for cyclic resilience.

据美国哥伦比亚广播公司（CBS）报道，在居高不下的通胀环境下，美国人喝水的成本大幅上涨。非营利倡议组织“食品与水观察”的一项新研究显示，美国家庭目前为住宅用水支付的费用比十年前高出62%。该组织研究的500个供水系统去年平均水费为531美元。纽约州亨普斯特德的政府运营供水系统去年向居民收取的年均费用为133美元，是研究最低的。另一端则是加州圣何塞，当地私营企业圣何塞水务公司2025年向居民收取的年均水费为1,416美元，较十年前上涨163%。整体水费最低的州是爱达荷州，该州三个最大供水系统2025年的平均收费为286美元。西弗吉尼亚州的水费则最高，该州两个最大的供水系统年均收费为1,383美元。“食品与水观察”表示，在供水系统由营利性企业运营的县用水成本更高。这些私营企业2025年平均收取823美元水费，比公共供水系统高329美元。