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加拿大关税及第三季度前景不佳,Steel Dynamics (STLD) 股价下跌3.5%

2026-09-19 00:16:14
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快速摘要

华尔街对预测持谨慎态度,钢铁市场基本面依然强劲

  • 加拿大宣布对美国钢铁和铝产品征收50%的报复性关税后,Steel Dynamics (STLD) 股价下跌约3.5%。
  • STLD及其竞争对手Nucor (NUE) 均发布了低于分析师预期的第三季度盈利预测。
  • 该公司第三季度的每股收益预测为5.34至5.38美元,低于华尔街的预期。
  • 尽管表现不佳,摩根大通仍将STLD的目标价从260美元上调至273美元。
  • 美国钢铁基准价格年初至今上涨30%,达到每吨1,237美元。

Steel Dynamics (STLD)

周五交易中,Steel Dynamics (STLD) 股价下跌约3.5%,主要受到两个负面因素的压制:一是加拿大宣布对美国钢铁和铝产品征收50%的报复性关税;二是公司的季度利润预测未能满足市场预期。

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