美国最大锂生产商之一雅保(ALB)周四盘中股价大跌5.14%,报65.40美元,引发市场关注。这一跌势与该公司近期发布的积极财报形成鲜明对比。
根据最新公布的财报,雅保第二季度业绩表现出乎意料。公司录得每股调整后盈利11美分,远超分析师预期的每股亏损82美分。此外,雅保预计全年销量增长将达到预期区间0-10%的上限。这些利好消息原本在盘前推动公司股价上涨2.7%至70.18美元。
然而,尽管财报亮眼,雅保股价仍在盘中出现大幅下跌。分析人士认为,这可能是由于投资者获利回吐,加之整体市场情绪波动所致。值得注意的是,雅保股价年初至今已累计下跌约20%,反映出投资者对锂需求和电动车市场前景的担忧。尽管如此,券商TD Cowen仍看好雅保的长期发展,认为在电动汽车需求和电气化大趋势持续的背景下,公司的锂业务将在未来几年大幅增长。
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