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《大行報告》高盛升中鋁(02600.HK)評級至「中性」 目標價下調至3.2元
高盛發表報告指,中國鋁業(02600.HK)業績優於市場預期,決定上調對其今年盈利預測49%,2023至2024年盈利預測就削減20至27%,以反映最新的上海期貨交易所(SHFE)鋁價和價差假設。 高盛指,繼續對內地鋁行業持持謹慎態度,因需求疲軟和供應持續增加,但對中國鋁業H股評級由「沽售」升至「中性」,認為股價在今年以來已調整33%後,相信已反映了大部分的負面前景,目標價就由3.8元下調至3.2元。
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