消息面上,近期多家投行接连下调公司目标价:巴克莱将目标价从69美元下调至65美元,维持"增持"评级;德意志银行此前也将目标价从70美元下调至61美元,维持"买入"评级。与此同时,公司董事长兼CEO James Litinsky自4月以来累计减持超百万股,持续对市场情绪构成压力。行业方面,同属稀土板块的USA Rare Earth同日下跌5.55%,板块整体走弱。
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