全球货币运价升至2022年的最高点，中国制造业和产出在芯片需求的推动下已连续第7个月增强。投资者的影响。7个要点

Jessica Amir 参与了话题 · 06/03 15:22

全球货币运价升至2022年的最高点，中国制造业和产出在芯片需求推动下已连续第7个月增强，投资者的影响

1- 中国的制造业和产出增长超出预期 该数据是自2022年6月以来的最高点。财新PMI指数上升至51.7，而预期为51.6。制造业产出达到54.3，而4月份为53.1。

来源：路透社

2- 40英尺货柜运价是自2022年以来的最高点。但它们将再次上涨。 Container rate prices are up over 178% this year to $4,226, their highest since 2022, reflecting rising goods demand.

40 ft container rates. Source Bloomberg, moomoo

3 - Container rates will probably rise again as OPEC+ agreed to extend oil production cuts till 2024 end to support oil prices. Erm okay. But we're coming up to peak oil demand season with Northern Hemisphere summer with diesel demand (for planes) and freight demand to rise. So say hello to rising oil prices with demand to push up, and supply to reduce. And expect business to pass on higher freight costs to the consumer too.

4 - This shows inflation will pick up again, and validates where momentum is in financial markets; commodities, chips, energy prices, uranium. Investors need to pay attention to this.