7月8日，淡水河谷盘中下跌3.06%，报14.245美元/股，成交额1.3亿美元。
消息面上，摩根士丹利当日将淡水河谷评级从"超配"下调至"同等权重"，目标价从19.50美元大幅削减至16.50美元。与此同时，公司治理动荡加剧——董事会主席Daniel Stieler于7月6日在股东Previ发起的罢免投票压力下宣布辞职，即刻生效。此前Previ持有约7%股份，推动召开特别股东大会要求更换主席。
此外，巴克莱4月已率先将淡水河谷下调至"与大盘持平"，RBC亦维持中性评级。公司将于7月30日发布二季度业绩，市场预期EPS为0.51美元，治理不确定性与评级连续下调对短期估值形成压制。
（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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