异动解读|必和必拓盘中上涨3.04%,摩根大通上调目标价叠加前期超跌修复

行情直击
Sep 17

9月17日,必和必拓盘中上涨3.04%,报86.7美元/股,成交额2644.09万美元。

消息面上,摩根大通近日将必和必拓目标股价从2100便士上调至2300便士,释放积极信号。此前两个交易日,受美国铜关税政策不确定性及黑德兰港劳资纠纷双重压制,必和必拓股价累计回落明显,9月14日单日跌幅达2.77%。当前反弹具有一定超跌修复特征。

基本面方面,必和必拓此前公布的全年业绩超预期,调整后每股收益5.20美元,营收587.6亿美元,基础利润同比大增30%,铜业务收入首次超越铁矿石,RBC据此将其股息支付率假设从50%上调至60%。不过,黑德兰港工会已正式否决公司17%加薪提案并申请仲裁,劳资风险仍需关注。

(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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