8月11日，淡水河谷盘中下跌3.16%，报14.42美元/股，成交额1.5亿美元。
消息面上，近期多家国际投行密集下调淡水河谷评级。美国银行于8月5日将其评级从"买入"下调至"中性"，目标价16美元；此前高盛于7月27日同样将其评级降至"中性"，目标价从18美元下调至16美元；摩根士丹利7月8日亦将评级降至"持股与大盘持平"，目标价从19.5美元砍至16.5美元。高盛指出，公司主要金属价格预计将持平或下跌，运营改善空间有限，铜业务增长周期较长。此外，公司CEO表示伊朗战争导致诸多项目进度放缓，同时二季度铁矿石C1现金成本指引上调至每吨22.5-23.5美元，较此前20-21.5美元明显抬升，成本压力加大。
（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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