Kuehne、DHL、Expeditors 与 DSV 再成危机中的抗跌标的？
Kuehne, DHL, Expeditors & DSV – top performers (again) if the sh*t hits the fan?
一份在多个平台流传的行业分析将 Kuehne、DHL、Expeditors 与 DSV 列为市场剧烈波动时表现最稳健的货代企业。该分析同时引用历史数据称，过去 150 年除 1873 年铁路泡沫外，每轮泡沫见顶时单一板块占基准比重均达 40%。
ID 226081470 © Kontakt5956 | Dreamstime.com
13 October 2026
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Courtesy of RJ (and also widely circulated on other platforms), one excerpt is here:
“Except for the Railroad bubble which Liaqayat Ahmad has chronicled in his book 1873, when rail road as a sector peaked at 63% of benchmark, every other bubble in last 150 years has peaked with a single sector at 40% of the benchmark.”
Fast forward
And now, the so-called ’AI Big 10? (as defined here) account “for a record ...
来源：The Loadstar · theloadstar.com