世紀鋁業股票討論區

$世紀鋁業(CENX.US)$
So moving forward, solar energy is gonna be pretty big. 2026 Homeowners will be able to write off the cost of setup and installation for solar panels. Free installation is pretty huge since that was the whole barrier to begin with.
Anyways, all those solar panels use a shit ton of aluminum on account of its reflictivity. That's just onee area that will see a big increase in demand for aluminum.
As the lies and corruption surrounding plastics come out, there will be ...

$鋁主連(2407)(ALImain.US)$ prices have shown a tentative upward trend since mid-August. Towards the end of the year, concerns about possible aluminum supply shortages in the coming year, coupled with the expectation that the Fed's aggressive rate hikes are coming to an end, have once again bolstered aluminum prices. According to Goldman Sachs analysts, aluminum prices could...

Gapping up
In reaction to earnings/guidance:
• $康姆泰克通訊(CMTL.US)$ +2.1%, $美光科技(MU.US)$+1.5%
Other news:
• $Amylyx Pharmaceuticals(AMLX.US)$ +9.3% (receives FDA approval for Relyvrio)
• $Ready Capital(RC.US)$ +4.9% (increases share buyback authorization by $25 mln)
• $Blue Apron(APRN.US)$ +2.5% (CFO to resign)
• $福陸(FLR.US)$ +2.3% (US Dept of Energy extends Fluor-led Savannah River contract)
• $Immuneering(IMRX.US)$ +1.6% (re...

Gainers:
• $National CineMedia(NCMI.US)$ +17.9% (AMC discloses 6.8% stake in NCMI)
• $MagnaChip Semiconductor(MX.US)$ +14.8% (report that private equity firms including Carlyle Group (CG) will bid for the company)
• $DLocal(DLO.US)$ +13.7% (In reaction to earnings)
• $SiriusPoint(SPNT.US)$ +8.2% (Chairman and CEO resigns to pursue other opportunities)
• $Beyond Air(XAIR.US)$ +6.4% (presents positive study update from the at-home LungF...

Upgrades
• $Great Ajax Corp(AJX.US)$ : Compass Point Upgrades to Buy from Neutral - PT $16 (from $11)
• $AeroVironment(AVAV.US)$ : RBC Capital Upgrades to Outperform from Sector Perform - PT $100 (from $95)
• $卡地納健康(CAH.US)$ : Evercore ISI Upgrades to Outperform from In Line - PT $68 (from $55)
• $Cellectis(CLLS.US)$ : Baird Upgrades to Outperform from Neutral - PT $10
• $庫珀醫療(COO.US)$ : Citigroup Upgrades to Buy from Neutral
• $奮進集團(EDR.US)$ : Goldman...

$道瓊斯指數(.DJI.US)$ $標普500指數(.SPX.US)$ $納斯達克綜合指數(.IXIC.US)$ The U.S. and the European Union have announced a deal at the G20 summit in Rome to ease U.S. tariffs on steel and aluminum totaling more than $10B of E.U. exports each year, removing one of the most significant trade disputes from the Trump administration's levies imposed in 2018.
U.S. Commerce Secretary Gina Raimondo said the arrangement will maintain the tariffs but allow limited amounts of European imports to enter the U.S. free from tariffs while the E.U. will drop retaliatory tariffs.
U.S. officials said the deal will ensure that steel entering the U.S. from Europe is entirely produced in Europe.
American Iron and Steel Institute head Kevin Dempsey said the agreement will "prevent another steel import surge that would undermine our industry."
ETFs: $鋼鐵指數ETF-VanEck(SLX.US)$, $iPath DJ-UBS Aluminum Subindex Total Return ETN(JJU.US)$
Potentially relevant steel and aluminum tickers include $美國鋼鐵(X.US)$ , $紐柯鋼鐵(NUE.US)$ , $克利夫蘭克里夫(CLF.US)$ , $Reliance(RS.US)$ , $安賽樂米塔爾(MT.US)$ , $Steel Dynamics(STLD.US)$ , $美國鋁業公司(AA.US)$ , $世紀鋁業(CENX.US)$
The deal was praised by $哈雷戴維森(HOG.US)$, one of the U.S. companies that was hit hardest by E.U. retaliatory tariffs; $李維斯(LEVI.US)$ jeans and bourbon whiskey were among other targets of the retaliatory measures.
Climate change is another focus of the summit, which will set the tone for global talks on climate in Glasgow, Scotland, that immediately follow the Rome meeting.