异动解读|纽柯钢铁盘中上涨3.08%,财报临近叠加钢铁板块集体走强

行情直击
Jul 23

7月23日,纽柯钢铁盘中上涨3.08%,报242.19美元/股,成交额2112.91万美元。

消息面上,公司将于7月27日发布二季度财报,此前公司给出Q2调整后每股收益指引为4.50至4.60美元,显著高于市场一致预期的4.21美元。同时,公司COO近日表示美国钢铁需求预计增长1%-2%,受益于基础设施支出和AI数据中心投资。近期多家投行上调目标价,巴克莱调至272美元、法巴调至274美元、高盛调至275美元,均维持增持评级。

板块层面,钢铁行业今日整体走强,克利夫兰克里夫涨16.3%,Reliance Steel涨4.33%,Steel Dynamics涨2.29%,板块联动效应明显。

(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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