8月11日，CF工业盘中上涨5.12%，报120.2美元/股，成交额1.34亿美元。
消息面上，丰业银行近日将CF工业目标价由125美元上调至130美元，维持行业跑赢评级；瑞银亦将目标价从115美元上调至123美元。此外，RBC发布研报指出，CF工业有望受益于氮肥价格坚挺、全球供应紧张及强劲现金流，尽管美伊冲突可能令短期业绩承压。公司此前在电话会议中披露，受伊朗冲突影响，中东及非洲地区约400至450万吨尿素及约100万吨氨的贸易供应减少，中东航运成本预计将持续高企。虽然Q2业绩不及预期（EPS 4.73美元 vs 预期5.44美元），但多家机构认为氮肥供需格局对公司中期盈利形成有力支撑。
（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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