杜邦(DD)夜盘大涨6.19%,引发市场广泛关注。造成这一大涨的主要原因是杜邦公司上调了2024年全年利润预期,财报数据表现优异,高于市场预期。
具体来看,杜邦公司第三季度盈利远超预期,助推其连续第三次上调了盈利指引,将2024年调整后每股收益预期上调至3.90美元左右,高于分析师预期的3.77美元。
业绩向好主要受人工智能(AI)技术需求激增以及中国市场需求旺盛的推动。此外,利率下降和原材料价格下滑也为杜邦利润率带来提振。公司电子和工业业务是主要增长引擎,第三季度净销售同比大增13.4%。
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