异动解读|纽柯钢铁盘中上涨3.2%,KeyBanc上调评级至超配

行情直击
Jun 25

6月25日,纽柯钢铁盘中上涨3.2%,报247.80美元/股,成交额1.28亿美元。

消息面上,KeyBanc于6月24日将纽柯钢铁评级从"行业权重"上调至"超配",目标价定为274美元。此前公司发布Q2业绩指引,预计调整后每股收益4.50至4.60美元,显著高于市场一致预期的4.21美元。近期多家投行密集上调目标价:摩根士丹利上调至258美元,高盛上调至284美元,摩根大通上调至282美元,BMO上调至285美元。当前市场一致目标价约268.93美元,评级共识为"超配"。

钢铁行业同板块个股同步走强,Steel Dynamics涨3.44%,美国工商五金公司涨3.32%,克利夫兰克里夫涨1.84%。

(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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