异动解读｜淡水河谷盘中下跌3.09%，铁矿石需求走弱叠加业绩不及预期

行情直击08-03

8月3日，淡水河谷盘中下跌3.09%，报14.5611美元/股，成交额7348.47万美元。

消息面上，铁矿石市场持续走弱与公司二季度业绩不及预期形成双重压制。铁矿石8月呈现供强需弱格局，铁水产量连续回落至237.7万吨，港口库存处于历史高位并重新进入累库通道，矿价重心下移。公司二季度每股收益0.36美元，低于市场预期的0.45美元；铁矿石C1现金成本指引上调至每吨22.5-23.5美元，较此前每吨20-21.5美元大幅抬升。此外，高盛与摩根士丹利近期先后下调公司评级至中性，目标价分别降至16美元和16.5美元，认为金属价格持平或下跌、运营改善空间有限，短期缺乏上行催化剂。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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