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10月16日 - ** 氢气和氮气产品制造商 CF Industries Holdings 的股价 下跌 0.3% 至 84.83 美元
** 美国银行将其评级从 "中性 "下调至 "跑输大市",维持83美元的目标价不变
** 我们认为全球氮气价格的反弹可能在未来几个月内失去动力,最终导致 2025 年的盈利下降。
** 我们认为,未来几个月全球氮肥价格上涨势头可能减弱,最终导致 2025 年盈利下降。
** 还提到由于 "农民经济状况不佳"、埃及和特立尼达的供应中断趋于正常化以及墨西哥湾沿岸潜在的新氨供应,美国和全球氮需求预计将下降
** 六家券商将该股评级为 "买入 "或更高,十一家为 "持有",两家为 "卖出";他们的 PT 中值为 88 美元--LSEG 数据
** 截至上次收盘,该股今年累计上涨 6.7
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