异动解读|美国铝业盘中上涨5.26%,超跌反弹叠加铝业务强势表现获市场重新定价

行情直击
Jul 22

7月22日,美国铝业盘中上涨5.26%,报46.7美元/股,成交额5216.66万美元。

消息面上,美国铝业此前公布第二季度财报,营收同比增长31%至39.7亿美元创季度新高,调整后每股收益2.12美元较上年同期的0.39美元增长逾4倍,铝业务调整后EBITDA达10.7亿美元超出分析师预期。尽管因西澳平贾拉精炼厂产能下滑导致氧化铝产量指引下调,叠加56亿美元收购South32资产引发整合担忧,股价此前自6月30日以来累计跌幅超13%。多家机构维持买入评级,摩根士丹利此前明确表示回调幅度过度,当前市场或对超跌后的估值修复作出反应。

(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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