异动解读|中国铝业盘中上涨3.32%,摩根大通增持叠加多家机构看好板块修复

行情直击
Jul 10

7月10日,中国铝业盘中上涨3.32%,报7.77港元,成交额3931.34万港元。

消息面上,摩根大通于7月2日以均价7.41港元增持中国铝业约1268.64万股,持股比例升至6.04%,涉资约9399万港元。此外,中信证券近日发布研报指出,铝行业悲观预期定价过度,板块有望迎来理性修复;瑞银虽下调铝价预测,但维持中国铝业"买入"评级,认为当前估值已处于5至6倍市盈率的历史低位区间。国内铝锭现货端亦呈回暖态势,华东、华南、西南市场报价连续两日上涨。当日铝业板块集体走强,中国宏桥涨3.08%,南山铝业国际涨2.28%。

(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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