异动解读|麦克莫兰铜金盘前上涨3.01%,智利风暴威胁铜矿供应叠加财报前机构看多

行情直击
Jul 21

7月21日,麦克莫兰铜金盘前上涨3.01%,报60.50美元/股,铜行业个股普遍走强,Ero Copper涨4.02%,TREKOR METALS涨3.13%,南方铜业涨2.92%。

消息面上,智利遭遇最高等级大气河流风暴袭击,预计将波及中部铜矿区并带来高达150毫米降雨,威胁本已偏紧的铜矿供应格局。同时公司将于7月23日盘前发布Q2财报,市场预期调整后EPS为0.59美元,同比增长约30%。近一个月内巴克莱、美银、杰富瑞等多家机构上调目标价,最高至85美元,均维持买入或跑赢大盘评级,一致目标均价72.88美元,较当前股价存在约20%上行空间。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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