世纪铝业(CENX)今日盘中大涨11.92%，成为市场关注的焦点。
消息面上，此次股价上涨主要受中东战事冲击全球铝供应链的预期影响。据报道，伊朗无人机与导弹已对巴林铝业及阿联酋全球铝业旗下设施造成打击，市场对铝供应可能受到的冲击产生了广泛担忧，这直接推升了铝价和铝业股的表现。
此外，铝价本月涨幅有望创下近两年最高纪录。作为全球最大的铝生产国，中国来自其他地区的订单明显增加，日本等市场的铝溢价也随之大幅攀升，这些因素共同强化了市场对铝行业基本面改善的乐观情绪，从而带动了世纪铝业等铝业股的强劲上涨。
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