俄铝（00486）今日盘中股价大涨13.13%，引发市场广泛关注。截至发稿时，该股报4.71港元，成交额772.7万港元。
消息面上，美国总统特朗普表示尚未就与俄罗斯总统普京的会晤做出决定，但仍认为乌克兰与俄罗斯有机会停火。这一表态引发了市场对美俄关系可能缓和的预期，进而推动俄铝股价上涨。作为全球第三大原铝生产国的主要贡献者，俄铝在地缘政治局势改善的背景下，其业务前景可能会得到显著改善。
分析师指出，俄铝2023年原铝产量达384.7万吨，预计2024年将增至390万吨，约占全球供应量的5%。而美国作为全球第二大铝消费国，若美俄关系改善，俄铝或将在美国市场获得更多稳定订单。这一潜在的市场机遇，加之乌克兰局势可能缓解的预期，共同推动了投资者对俄铝未来发展的信心，从而带动股价大幅上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.