BUZZ-摩根大通将 GrafTech 的评级下调至 "减持 "后,该公司股价下跌

路透中文
Apr 14
BUZZ-<a href="https://laohu8.com/S/JPM">摩根大通</a>将 GrafTech 的评级下调至 "减持 "后,该公司股价下跌

4月14日 -

** 石墨电极制造商 GrafTech International EAF.N 股价盘前下跌 2.6%,报 7.57 美元

** 摩根大通将该股评级从 "中性 "下调至 "减持",理由是电极市场结构性供应过剩和近期成本风险

** 然而,券商认为该行业是 "相对安全的避风港",因为券商预计 2025 年 "被压抑的需求和买家对特朗普 2.0 贸易政策的适应可能会支持未来相对稳定的活动"。

** 上调钢铁动力STLD.O、纽柯NUE.N和信实RS.N的目标价

** 4家券商中有3家将EAF评级为 "持有",1家为 "卖出 "或更低;他们的目标价中位数为8美元--数据由LSEG编制

** 截至上次收盘,EAF年累计下跌约50%

公司

新 PT

原目标价

钢铁动力

$205

$192

纽柯

$212

$198

商业金属公司

$78

$83

克利夫兰-克利夫斯公司

$10

$13

信实公司

$340

$330

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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