美国工业材料制造商杜邦公司(DD)周二股价大涨5.62%,盘中一度触及86.07美元高位,主因公司连续第三次调高2024财年盈利指引,远超市场预期。
消息面上,业绩改善主要受电子产品和人工智能技术需求强劲的拉动。公司电子和工业部门第三季度净销售额同比大增13.4%,在中国等亚太市场也保持了8%的增长。随着半导体制造商搭上人工智能发展的顺风车,对杜邦的芯片制造化学品等产品需求持续走高。
此外,利率下降和原材料价格下滑也为该公司获利能力带来提升。受此影响,杜邦将2024年调整后每股收益预期上调至约3.9美元,高于之前3.7至3.8美元的目标区间,也超过分析师3.77美元的均值预期。不过公司略微下调了全年净销售额指引,但整体来看利润表现依然强劲,引发投资者追捧。
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