8月24日，Steel Dynamics盘中上涨5.31%，报243.345美元/股，成交额4445.53万美元。
消息面上，美国计划下周将钢铁进口关税翻倍至50%，直接利好国内钢铁生产商。受此政策催化，钢铁板块集体走强，克利夫兰克里夫涨8.85%，纽柯钢铁涨5.18%，Reliance Steel涨3.03%。
基本面方面，公司二季度营收60.9亿美元超预期，EPS达3.69美元同比增长84%；密西西比州铝轧制厂顺利投产，预计年贡献EBITDA 6.5亿至7亿美元。分析师一致目标价275.08美元，评级偏多。关税加码叠加铝业务放量，公司盈利前景进一步强化。
（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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