异动解读|CF工业盘中上涨5.86%,法巴上调目标价叠加氮肥供给偏紧

行情直击
Aug 20

8月20日,CF工业盘中上涨5.86%,报126.0美元/股,成交额1101.84万美元。

消息面上,法国巴黎银行当日将CF工业目标价从120美元上调至130美元,维持中性评级。近期多家机构密集上调目标价,丰业银行此前将目标价上调至130美元并维持行业跑赢评级,瑞银亦上调至123美元。分析师普遍认为,受美伊冲突影响,中东及非洲地区约400-450万吨尿素及约100万吨氨的贸易供应受阻,全球氮肥供给持续偏紧,支撑氮价维持高位,CF工业作为全球最大氨生产网络运营商直接受益。同业板块亦表现强势,Corteva涨3.19%,Nutrien涨2.35%,美盛涨2.07%。

(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。)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10