我们喜爱日本，但美国钢铁是一家非常特殊的公司。 美国钢铁公司（X）美股盘后下跌12%。 美国总统特朗普宣称：不希望美国钢铁公司（搬迁）到日本去。 ...

美国总统特朗普：不希望美国钢铁公司被转让给日本。 ...

美国钢铁公司（X）涨2%，美国官员称，特朗普政府对汽车、钢铁、钢铝、（加拿大+墨西哥）汽车关 税都没有调整。 ...

United States Steel (X) shares rallied 16.2% in the last trading session to close at $44.50. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 5.7% gain over the past four weeks.X’s shares rallied after the Trump administration ordered a new review of U.S. Steel’s combination with Nippon Steel to determine whether further action would be appropriate. This steel maker is expected to post quarterly loss of $0.35 ...

Group 1: Market Reaction - The markets are experiencing a downturn due to President Trump's global tariff rollout plan, with major indices like the Dow Jones Industrial Average, S&P 500, Nasdaq Composite, and Russell 2000 hitting 52-week lows [1] Group 2: U.S. Steel Acquisition - Shares of U.S. Steel have surged by 14.5% following President Trump's directive for a review of the potential acquisition by Japan's Nippon Steel, with the offer priced at $55 per share, representing a 44% gain from the previous closing price [2][3] - Both former President Biden and President Trump have previously opposed Nippon Steel's acquisition of U.S. Steel, but Trump's recent directive indicates a shift in stance, allowing for a review by the Committee on Foreign Investment in the United States (CFIUS) [3] - Following a meeting with the Japanese Prime Minister, Trump indicated a potential for Nippon Steel to make a significant investment in U.S. Steel rather than pursuing an outright acquisition [4] - Ancora, a private investment management company, has shifted its position to support the acquisition, suggesting that a new slate of directors it backs would approve the $14.9 billion bid [4][5]

Core Viewpoint - The Trump administration is reviewing Nippon Steel's bid for US Steel, potentially paving the way for the merger after it was previously blocked by President Biden on national security grounds [1][3]. Group 1: Company Reactions - Nippon Steel expressed satisfaction with the review, stating confidence that an objective analysis will demonstrate the partnership's benefits to American economic and national security [2]. - US Steel did not provide comments regarding the situation [2]. Group 2: Market Impact - Following the announcement of the review, US Steel's share price increased by 12%, indicating investor optimism about the potential approval of the merger [3][5]. Group 3: Legal Context - After the merger was blocked by President Biden, US Steel and Nippon Steel filed a lawsuit against the Committee on Foreign Investment in the United States (CFIUS), claiming that the decision was prejudiced and violated their rights to a fair review [3][4]. - The lawsuit alleges that the blocking decision was politically motivated to gain favor with the United Steelworkers union in Pennsylvania [4]. Group 4: Government Actions - The Trump administration has extended deadlines related to the merger discussions and the lawsuit, allowing more time for negotiations between US Steel and Nippon Steel [6].

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Group 1: Financial Guidance and Performance - United States Steel Corporation (X) has provided guidance for adjusted earnings per share for Q1 2025, projecting a loss between 53 cents and 49 cents, with adjusted EBITDA expected to be around $125 million [1] - The company’s shares have gained 1.6% over the past year, contrasting with a 21.8% decline in the Zacks Steel Producers industry [3] Group 2: Segment Performance - The North American Flat-Rolled segment is performing well due to its commercial strategy and focus on operational efficiency and cost management [2] - The Mini Mill segment is anticipated to show sequential growth driven by increased volumes from Big River Steel (BRS) and Big River 2 (BR2) [2] - The Tubular segment continues to face challenges from a weak pricing environment, but there is optimism for future pricing improvements [2] Group 3: Product Quality and Future Outlook - Strong customer feedback has been received regarding the product quality of BR2 shipments, which is progressing towards full operational capacity and generating free cash flow this year [3] - BR2 is expected to be a key contributor to the company's 2025 EBITDA, with run-rate throughput anticipated in the second half of 2025 and full capability expected by 2026 [3] Group 4: Competitive Positioning - U.S. Steel currently holds a Zacks Rank 3 (Hold), while better-ranked stocks in the basic materials sector include Carpenter Technology Corporation (CRS), CSW Industrials Inc. (CSWI), and Axalta Coating Systems Ltd. (AXTA) [4] - Carpenter Technology has a Zacks Rank 2 (Buy) and has exceeded the Zacks Consensus Estimate in the last four quarters, with an average earnings surprise of 15.7% [4] - CSW Industrials has a current fiscal-year earnings estimate of $8.50 and has surpassed the Zacks Consensus Estimate in the trailing four quarters, with an average earnings surprise of 10.1% [5] - Axalta Coating Systems, with a Zacks Rank 1, has consistently beaten consensus estimates, delivering an average earnings surprise of approximately 16.3% [6]

Group 1 - United States Steel Corp (X) has experienced an 8.35% gain over the past five days and formed a Golden Cross, indicating strong bullish momentum [1] - The stock is trading above its key moving averages, suggesting continued upside potential as traders monitor resistance levels [1][5] - JPMorgan analyst Bill Peterson maintains an Overweight rating on X stock with a price target of $43, citing Q1 EBITDA guidance of $125 million in line with estimates [2][3] Group 2 - Challenges for the company include lagged pricing impacts, weak European demand, and start-up costs for the BRS2 expansion [3] - The uncertainty surrounding the Nippon Steel Corp merger could create a dip-buying opportunity if regulatory setbacks occur, with valuation support above $40 per share [3] - Hedge fund manager Stanley Druckenmiller has increased his stake in US Steel by 143% last quarter, indicating strong confidence in the stock [4] Group 3 - The stock is currently trading at $41.06, significantly above its short-term moving averages, which are $39.51 (8-day SMA), $38.42 (20-day SMA), and $37.56 (50-day SMA) [5] - The 200-day SMA of $37.40 is also far behind, reinforcing the technical strength of the stock [5]