异动解读｜Howmet Aerospace盘中上涨4.13%，花旗与伯恩斯坦齐声唱多称SpaceX冲击被过度定价

行情直击09-01

9月1日，Howmet Aerospace盘中上涨4.13%，报253.76美元/股，成交额1.57亿美元。此前受马斯克确认SpaceX将自建燃气轮机叶片铸造厂消息冲击，该股盘中一度跌超9%、最低触及240.38美元。

消息面上，花旗集团与伯恩斯坦在盘中相继发布报告，认为市场对SpaceX跨界事件反应过度。伯恩斯坦指出，SpaceX此举更多反映供应端产能极度紧张，而非Howmet竞争地位恶化；Howmet与主要燃气轮机制造商签订的长期供应协议将持续至2030年，需求韧性充分有保障。伯恩斯坦维持"跑赢大盘"评级，并将目标价从248美元大幅上调至328美元。花旗亦指出，SpaceX的决定恰恰印证了AI数据中心爆发带来的庞大电力需求及燃气轮机产能的极度稀缺，股价回调反而提供了买入良机。

（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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