异动解读 | 财报预期与板块反弹推动,MasTec盘前大涨8.55%

异动解读
Jul 30

MasTec Inc(MTZ)今日盘前股价大涨8.55%,报约304美元/股,引发市场关注。

消息面上,此次上涨主要受两大因素驱动。首先,前一交易日建筑与工程板块遭遇系统性抛压,MasTec单日下跌7.45%,今日该板块迎来集体反弹,Emcor涨13.31%、广达公司涨12.63%,MasTec随板块同步进行修复性上涨。其次,公司定于今日盘后发布财报,市场预期本季营收约43.05亿美元,同比增长26.54%,调整后每股收益约2.23美元,同比增长近60%,强劲的业绩预期提振了投资者信心。此外,公司近期以16.5亿美元完成对The Superior Group的收购,预计下半年贡献8亿至9亿美元营收,进一步增强数据中心电气服务能力,多家机构维持买入评级,平均目标价约488美元,显著高于当前股价,也为股价提供了支撑。

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