美国雅保(ALB.US)盘前续涨4%,报130.2美元;该股上周五收涨超5%。消息面上,瑞银近日将美国雅保评级从“中性”上调至“买入 ”,目标价则从107美元大幅上调至185美元。该行看到,储能需求增加,加上西方国家多年来产能增长放缓,将导致锂市场在2026年下半年出现短缺,这为2027年可能出现的锂价“腾飞”情景奠定了基础。随着电池金属锂价走高将推升雅保盈利,该行认为“现在正是买入这只股票的时候”。(格隆汇)
美国雅保(ALB.US)盘前续涨4%,报130.2美元;该股上周五收涨超5%。消息面上,瑞银近日将美国雅保评级从“中性”上调至“买入 ”,目标价则从107美元大幅上调至185美元。该行看到,储能需求增加,加上西方国家多年来产能增长放缓,将导致锂市场在2026年下半年出现短缺,这为2027年可能出现的锂价“腾飞”情景奠定了基础。随着电池金属锂价走高将推升雅保盈利,该行认为“现在正是买入这只股票的时候”。(格隆汇)
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