异动解读|斯伦贝谢盘中下跌3.03%,花旗下调目标价叠加油服板块集体走弱

行情直击
Jul 02

7月2日,斯伦贝谢盘中下跌3.03%,报45.08美元/股,成交额3.87亿美元。

消息面上,花旗集团7月1日将斯伦贝谢目标价从68美元下调至63美元,虽维持买入评级,但下调幅度约7.4%,反映出对公司近期业绩前景的审慎预期。此前公司一季度因中东冲突导致利润同比下滑5.6%至7.52亿美元,管理层将Q1定性为"扰动性重置"。同时,油服板块今日集体承压,Baker Hughes跌2.98%、哈里伯顿跌2.52%、Weatherford跌1.95%,行业联动效应明显。

值得关注的是,尽管花旗小幅下调目标价,FactSet统计显示分析师对斯伦贝谢的一致评级仍为"增持",平均目标价62.52美元,较当前股价仍有约39%的上行空间,市场对公司中期基本面并未转向悲观。

(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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