异动解读|美国铝业盘中上涨5.39%,瑞银上调评级至买入叠加铝价供应危机

行情直击
May 22

5月22日,美国铝业盘中上涨5.39%,报71.58美元/股,成交额8653.96万美元。

消息面上,瑞银将美国铝业评级从中性上调至买入,目标价从75美元上调至80美元。与此同时,受中东地缘冲突导致超300万吨年化铝冶炼产能受损或关闭,伦敦金属交易所铝价已突破每吨3600美元,花旗将下半年铝目标价上调至4000美元/吨。机构预计全球铝供需缺口将达140万至180万吨,且产能重启周期长达12个月以上,结构性供应紧张短期难以缓解。铝行业个股普遍走强,世纪铝业涨5.51%,凯撒铝业涨1.62%。

(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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