An updated edition of the June 8, 2025, article.While searching for income-generating equities, investors primarily focus on stocks with high dividend yield. Although high-dividend-paying stocks generate a steady stream of income for investors, they do not reflect other ways a company returns money to its shareholders, such as share buybacks. To get a holistic view, an investor should consider shareholders’ yield instead of dividend yield alone. Apart from dividend payment and share buybacks, shareholders’ ...

The biggest rail union is backing an historic proposal to create the first transcontinental railroad after receiving guarantees it won’t suffer any job losses in the merger. Join the leaders shaping freight’s future atF3: Future of Freight Festival, Oct 21-22.Network with the industry’s best and discover what’s next. Register now! SMART-TD (Sheet Metal, Air, Rail and Transportation Workers—Transportation Division), which has 5,900 members working trains and yards at Union Pacific (NYSE: UNP), on Monday ...

这份电话会议纪要主要围绕美国关税对全球供应链和货运流量的影响进行高频数据追踪和分析 以下是详细的关键要点总结 涉及的行业和公司 **行业** 全球货运与物流行业 涉及海运 空运 铁路联运 卡车运输等多个子行业[2][4][6] **公司** 覆盖多家上市运输和物流公司 包括货运代理公司EXPD和CHRW 包裹递送公司UPS和FDX 铁路联运公司UNP和JBHT等[7] 核心观点和论据 近期货运流量趋势 * 中国至美国的满载集装箱船数量同比持续下降 最近一周（9月12-18日）同比下降13% 环比下降7%[1][4][9] * 同期 TEU（二十英尺标准箱）数量同比下降8% 环比下降10%[14] * 洛杉矶港的计划TEU量预计将出现剧烈波动 下周环比增长24% 但两周后预计环比下降24% 反映出货主决策的波动性[4][34] 运价承受巨大压力 * 中国/东亚至美国西海岸的集装箱海运费率环比下降7% 同比大幅下降69%[4][31] * 西海岸的卡车运输现货费率（不含燃油）同比下跌3%[44][49] 其他运输模式数据 * 西海岸铁路联运量同比下降6% 延续了疲软态势[4][43] * 亚太至北美的空运重量在最近一周环比增长2% 但费率保持平稳[40] 库存与潜在投资机会 * 零售库存并未过度积压 若2025年假期消费保持韧性 2026年可能出现有意义的补库存事件 这将利好整体货运流量和边际利润[6] * 货运代理公司（EXPD CHRW）可能从当前的不确定性中短期受益[7] * 包裹公司（UPS FDX）凭借其快速的物流周期和全球网络 可能抓住空运需求激增的机会[7] * 若进口主要流向西海岸 西海岸的铁路联运公司（UNP JBHT）可能受益[7][8] 其他重要但可能被忽略的内容 数据解读的谨慎性 * 周度数据波动较大 存在噪音 建议综合多周数据来解读与关税相关的趋势[5] * 数据可能会被修订[10][17][20] 宏观与风险因素 * 高盛经济学家将美国经济衰退预测下调5%至30% 并上调四季度GDP展望至1.3%[7] * 预测美联储将从9月开始连续三次降息 每次25个基点[6] * 主要风险在于 若消费者需求在短期提前发货后未能提振货运量 2025年下半年所有运输公司都可能面临下行压力[7] 历史数据参考 * 7月份美国西海岸三大港口（洛杉矶 长滩 奥克兰）的吞吐量同比增长9% 环比增长24% 远高于+6%的历史季节性水平[52] * 库存销售比（零售商 制造商 批发商）并未显示出类似特朗普第一任期时的增长[70][71][73][75]

With significant hedge fund interest, Union Pacific Corporation (NYSE:UNP) secures a spot on our list of the 15 Best Stocks to Invest in for Financial Stability. Union Pacific Corporation (UNP) CEO, Jim Vena, Holds Meeting with President Donald Trump to Discuss Norfolk Southern Acquisition On September 12, 2025, Union Pacific Corporation (NYSE:UNP) announced that its CEO, Jim Vena, held a meeting with President Donald Trump in the Oval Office to discuss its proposed $85 billion acquisition of Norfolk Sou ...

By Sabrina Valle (Reuters) -The largest U.S. railroad union said Monday it will support Union Pacific's $85 billion acquisition of Norfolk Southern, helping to advance a deal that surprised competitors and had been expected to face resistance from labor and regulators. The endorsement marks a shift from the initial opposition by SMART-TD, the transportation division of the International Association of Sheet Metal, Air, Rail and Transportation Workers. When the merger was announced in July, the union said ...

The United States' largest railroad union, SMART, said on Monday it would back Union Pacific's proposed $85 billion merger with Norfolk Southern after securing job protection guarantees for its member... ...

OMAHA, Neb. & INDEPENDENCE, Ohio--(BUSINESS WIRE)--The International Association of Sheet Metal, Air, Rail and Transportation Workers – Transportation Division (SMART-TD), the nation's largest railroad union, and Union Pacific Railroad, the nation's largest railroad, today announced a historic agreement ensuring job security for thousands of railroad workers as Union Pacific and Norfolk Southern pursue a proposed merger. This groundbreaking agreement guarantees that SMART-TD members working in. ...

KUALA TERENGGANU: The gas pipeline leakage involving Petronas Gas Berhad at the East Coast Rail Link project site in Kerteh last Saturday will not affect the project’s progress according to Transport Minister Anthony Loke. Immediate action was taken to shut off the gas supply once the leak was detected followed by repair works by the relevant parties. Loke stated that gas pipeline leaks typically do not explode unlike the previous incident in Putra Heights making this a different situation. “Although there ...

交易规模与投行收入 - 铁路行业巨头联合太平洋与诺福克南方之间达成超大规模交易 [1] - 银行在此次巨型交易中可获得1.3亿美元服务收入 [1]

并购交易 - 美国联合太平洋公司提议以850亿美元并购诺福克南方公司 [1] - 美国总统特朗普公开表示该并购交易"听起来不错" [1]