5月26日，美国铝业盘中上涨5.34%，报74.21美元/股，成交额1.11亿美元。
消息面上，瑞银于5月22日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，认为中东地区长期供应中断对铝价的推升效应尚未充分反映在公司估值中。瑞银指出，中东地缘动荡已导致每年逾300万吨铝供应从市场消失，预计全球铝市场将出现约180万吨供应缺口，未来一至两年铝价将维持在每吨3000美元以上。此外，瑞银预计到年底公司经调整后净债务可能降至5亿美元以下，资产负债表改善或为下半年启动股票回购铺平道路。铝行业个股普遍走强，Constellium N.V.涨4.21%，凯撒铝业涨4.05%。
（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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