异动解读｜美国铝业盘中上涨5.26%，超跌反弹叠加铝业务强势表现获市场重新定价

行情直击07-22 22:33

7月22日，美国铝业盘中上涨5.26%，报46.7美元/股，成交额5216.66万美元。

消息面上，美国铝业此前公布第二季度财报，营收同比增长31%至39.7亿美元创季度新高，调整后每股收益2.12美元较上年同期的0.39美元增长逾4倍，铝业务调整后EBITDA达10.7亿美元超出分析师预期。尽管因西澳平贾拉精炼厂产能下滑导致氧化铝产量指引下调，叠加56亿美元收购South32资产引发整合担忧，股价此前自6月30日以来累计跌幅超13%。多家机构维持买入评级，摩根士丹利此前明确表示回调幅度过度，当前市场或对超跌后的估值修复作出反应。

（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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