异动解读|美国雅保盘中上涨5.16%,Q2业绩大超预期叠加机构看多锂需求前景

行情直击
Aug 14

8月14日,美国雅保盘中上涨5.16%,报137.21美元/股,成交额8655.09万美元。

消息面上,公司此前公布的二季度财报大幅超预期:净销售额17.4亿美元,同比增长31%,超预期约8%;调整后每股收益3.75美元,较去年同期的0.11美元大幅增长,超一致预期约16%。公司同时上调特种品业务全年指引,并将电池储能产量预期上调11%。CEO表示全球锂库存处于低位,供应疲弱难以匹配电动汽车与储能需求的持续增长。

机构层面,RBC于8月11日发布研报指出,公司将受益于低成本资产、棕地扩产机遇及储能领域显著需求增长,维持跑赢大盘评级。UBS、Scotiabank等亦维持买入或跑赢评级。当前市场均价目标约177.67美元,较现价仍有较大上行空间。

(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