异动解读｜麦克莫兰铜金盘前上涨3.1%，Q2业绩大超预期叠加多家机构上调目标价

行情直击08-04

8月4日，麦克莫兰铜金盘前上涨3.1%，报65.6美元/股，成交额241.36万美元。

消息面上，公司此前发布的Q2财报大幅超出市场预期，调整后每股收益0.74美元，高于市场一致预期的0.59美元，超预期幅度达25%；营收70.29亿美元，超预期约4.8%。财报发布后，巴克莱将目标价上调至80美元，美银证券上调至80美元，中金公司上调至68美元并维持"跑赢行业"评级，RBC上调至73美元。

运营层面，旗下Grasberg矿山复产稳步推进，6月日均采矿量较4月接近翻倍；公司目标年底前美国业务通过浸出法提取3亿磅铜，同时巴格达选矿厂产能有望实现超一倍提升。铜需求端受全球AI数据中心基建竞争加剧提振，板块整体获资金关注。

（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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