9月4日，美国雅保盘中下跌5.33%，报126.215美元/股，成交额2590.53万美元。
消息面上，近期多重利空叠加压制股价。供应端方面，雅保智利阿塔卡马盐湖工会此前以97.49%的压倒性票数通过罢工决议，覆盖La Negra锂盐加工厂及Atacama盐湖约520名会员。公司虽已申请工资调解以推迟罢工，但劳资谈判前景仍存不确定性，市场担忧其核心产区生产受扰。此外，公司宣布任命必和必拓首席商务官Ragnar Udd接替Kent Masters出任新CEO，管理层换帅亦加剧短期观望情绪。
值得注意的是，美国雅保此前公布的二季度业绩大幅超预期，调整后每股收益3.75美元远超预估的3.24美元，净销售额同比增长31%，但当前股价回落反映出市场对供应中断风险及管理层过渡期的重新定价。
（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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