美国雅保（ALB）今日夜盘大涨5.19%，引起了市场的广泛关注。
消息面上，公司公布的2026年第一季度财报显示，净利润达3.191亿美元，调整后每股收益为2.95美元，远高于分析师平均预期的1.09美元。营收同比增长33%至14.3亿美元，锂业务销售额增长70%，其中锂价上涨51%，销量增长14%。此外，公司上调了全年业绩指引，主要得益于电动汽车需求复苏带动锂业务销售回暖。
锂价飙升是业绩向好的关键驱动力，供应端因津巴布韦出口禁令、中国矿山停产及库存下降而收缩，需求端则受电动汽车、AI数据中心及美伊冲突推高油价等因素支撑。公司同时维持稳健财务策略，资本支出计划稳定，并预计业务改善将抵消中东供应链中断带来的成本上升。
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