异动解读｜Howmet Aerospace盘中上涨3.12%，多家投行上调目标价叠加地缘冲突催化

行情直击07-06

7月6日，Howmet Aerospace盘中上涨3.12%，报278.08美元/股，成交额6884.38万美元。

消息面上，花旗集团于7月1日将公司目标价从303美元上调至311美元，维持买入评级；此前Bernstein亦将目标价从280美元大幅上调至318美元，维持跑赢大市评级。当前FactSet统计的分析师平均目标价为307.33美元，一致评级为超配。此外，近期中东局势紧张，市场对深度嵌入国防供应链的Howmet Aerospace双轨需求逻辑（商业航空+国防）给予更高估值认可。公司一季度调整后EPS为1.22美元，超预期近10%，营收同比增长19%至23.13亿美元，全年收入指引上调至95.8亿至97.3亿美元，均显著高于市场预期。

（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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