摩根士丹利称美铝回调过度

环球市场播报06-11

美国铝业公司股价在周四盘前交易中上涨约2%，收复了前一交易日的部分失地。此前摩根士丹利发布报告称，该股周三近10%的下跌幅度过度，并重申了对美铝的买入评级。　　周三，美铝股价大跌9.47%，收于65.55美元。此次下跌主要源于公司管理层发布的最新指引。美铝此前警告称，其氧化铝业务面临短期盈利压力，同时澳大利亚地区的氧化铝出货量因气旋影响而有所下降。　　面对市场的剧烈反应，摩根士丹利在周四发布的...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-06-11/doc-iniazyeh5438372.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国铝业公司股价在周四盘前交易中上涨约2%，收复了前一交易日的部分失地。此前摩根士丹利发布报告称，该股周三近10%的下跌幅度过度，并重申了对美铝的买入评级。\n　　周三，美铝股价大跌9.47%，收于65.55美元。此次下跌主要源于公司管理层发布的最新指引。美铝此前警告称，其氧化铝业务面临短期盈利压力，同时澳大利亚地区的氧化铝出货量因气旋影响而有所下降。\n　　面对市场的剧烈反应，摩根士丹利在周四发布的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-11/doc-iniazyeh5438372.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4127","symbol_name":"投资银行业与经纪业","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-06-11/doc-iniazyeh5438372.shtml","article_id":"2642628463","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2642628463","pubTimestamp":1781180520,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"此前摩根士丹利发布报告称，该股周三近10%的下跌幅度过度，并重申了对美铝的买入评级。基于这一判断，摩根士丹利维持对美铝的增持评级，并将其目标股价定为79美元。　　在摩根士丹利的积极评论推动下，美铝股价周四盘前交易中继续回暖，截至发稿时上涨约1.6%至66.65美元，市场情绪得到一定修复。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4127":"投资银行业与经纪业","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00BKVL7J92.USD":"Legg Mason 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Stanley","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AA":1.5},"content_text":"美国铝业公司股价在周四盘前交易中上涨约2%，收复了前一交易日的部分失地。此前摩根士丹利发布报告称，该股周三近10%的下跌幅度过度，并重申了对美铝的买入评级。\n　　周三，美铝股价大跌9.47%，收于65.55美元。此次下跌主要源于公司管理层发布的最新指引。美铝此前警告称，其氧化铝业务面临短期盈利压力，同时澳大利亚地区的氧化铝出货量因气旋影响而有所下降。\n　　面对市场的剧烈反应，摩根士丹利在周四发布的报告中指出，尽管该公司已下调了对美铝第二季度及2026年全年的盈利预测，以反映管理层的最新指引，但认为昨日市场近10%的跌幅反应过度。该机构分析称，美铝更新的指引对其2026年盈利预期的影响幅度实际上仅约为2%。基于这一判断，摩根士丹利维持对美铝的增持评级，并将其目标股价定为79美元。\n　　作为一家垂直整合的铝业公司，美铝的业务涵盖铝土矿开采、氧化铝精炼以及原铝生产。尽管氧化铝业务面临短期挑战，但摩根士丹利认为这并不足以支撑如此大幅度的股价下跌。该机构重申其买入评级，表明对美铝长期基本面及估值修复潜力的信心。\n　　在摩根士丹利的积极评论推动下，美铝股价周四盘前交易中继续回暖，截至发稿时上涨约1.6%至66.65美元，市场情绪得到一定修复。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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