7月8日 -
** 埃克桑-法国巴黎银行表示全球不锈钢 价格已“被拉高”，但预计欧洲钢铁业将重新掌控市场并推动价格上涨，而美国市场价格即将触顶
** “涨势显然已停滞，而需求似乎较为脆弱，”该券商表示
** 将Acerinox ACX.MC 和Aperam APAM.AS 的评级从“中性”下调至“表现逊于大盘”
** 将Commercial Metals Co CMC.N 的评级从“中性”上调至“跑赢大盘”
** “欧盟热轧卷板（HRC）涨势的暂停出乎我们的意料，暴露了未预见的碳边境调整机制（CBAM）漏洞，并使第二季度和第三季度的盈利面临风险，”该券商表示，并指出此前低估了欧盟和美国钢价上涨带来的上行空间
** 报告补充称，安赛乐米塔尔 MT.AS 最有可能从这一趋势中获益
** 08:40 GMT时，Acerinox和Aperam股价均下跌约4%
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