美国铝业（AA）今日盘中大涨5.22%，引发市场广泛关注。这一涨势主要源于公司发布的2025财年第二季度财报超出市场预期。
根据公告，美国铝业第二季度净利润达1.64亿美元，同比增长720%，远超分析师预期。尽管面临50%的铝进口关税带来的挑战，公司仍实现营收30.18亿美元，同比增长6.61%。美国铝业首席执行官威廉·奥普林格表示，公司通过灵活调整销售策略，将部分加拿大生产的铝材转向非美国市场，以此抵消关税影响。
然而，美国铝业仍面临关税带来的巨大压力。公司预计第三季度将因关税增加2.05亿美元成本，高于第二季度的1.15亿美元。奥普林格强调，目前铝价上涨尚不足以完全抵消关税成本，公司正在积极与政府沟通，寻求关税减免。同时，美国铝业正考虑重启印第安纳州沃里克工厂的闲置产能，以应对市场变化。
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