Steel Dynamics among top steel picks as Wells Fargo launches mostly constructive sector view

MSN
2025.08.14 20:02
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富国银行对钢铁行业持大体积极的看法，推荐了 Steel Dynamics（NASDAQ:STLD）、AZZ（NYSE:AZZ）和 Commercial Metals（NYSE:CMC）作为首选股票。尽管需求疲软，该银行预计美国钢铁价格在短期内将获得支撑，并预计到 2026 年将受益于关税和改善的国内供应。分析师 Timna Tanners 预测热轧卷价格在第四季度为 880 美元/吨，2026 年第一季度为 900 美元/吨。由于市场状况和债务杠杆问题，建议对 Ternium（TX）和 Cleveland-Cliffs（CLF）保持谨慎

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