异动解读|中国宏桥盘中上涨3.48%,铝板块集体反弹多机构维持买入评级

行情直击
Jul 10

7月10日,中国宏桥盘中上涨3.48%,报20.8港元/股,成交额1.63亿港元。铝板块集体走强,同行业中国铝业涨3.19%、南山铝业国际涨2.28%、创新实业涨1.79%,板块联动修复态势明显。

消息面上,此前中国宏桥连续调整,瑞银虽将目标价由46.1港元下调至36.8港元,但仍维持"买入"评级,强调市场对铝行业供给过剩的担忧被显著夸大,当前股价已过度反映悲观预期,预测公司股息率高达10.7%-11.5%。花旗同样重申"买入"评级,目标价48港元,认为当前股价疲弱是买入机会。中信证券亦指出,中国电解铝超产及印尼产能放量担忧已集中过度定价,铝价仍具备成本支撑。多家机构一致看多叠加板块超跌反弹,带动今日修复行情。

(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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