日本制铁与美国政府签订了国家安全协议，美国钢铁公司将向美国政府发行一股黄金股。 ...

日本制铁：大多数美国钢铁公司董事会成员将是美国公民。 ...

市场消息：日本制铁与美国钢铁公司达成合作伙伴关系的最终协议。 ...

穆迪可能会上调美国钢铁公司（X）的评级，6月17日美股盘后将其评级置于上调评估清单。 确认该公司评级在B1。 ...

Core Viewpoint - United States Steel is experiencing significant short interest, indicating bearish sentiment among traders, while the stock is trading near a 52-week high, suggesting potential opportunities for investors [4][7]. Group 1: Stock Performance and Market Sentiment - United States Steel stock has seen a 19.6% increase in short interest over the past month, indicating a strong belief among bearish traders that the stock will decline [4]. - The current short positions amount to approximately $1.2 billion, presenting a substantial challenge for potential buyers [5]. - Despite bearish sentiment, the stock is trading near a new 52-week high, which raises questions about the validity of the bearish outlook [7]. Group 2: Strategic Developments - President Trump has authorized the sale of United States Steel to Japanese steelmaker Nippon Steel, contingent on a national security disclosure agreement, which could alleviate previous concerns about the deal [8]. - The finalization of this deal remains uncertain, leaving investors unsure of the potential sale price for United States Steel [9]. Group 3: Analyst Ratings and Forecasts - The 12-month stock price forecast for United States Steel is $43.80, indicating a potential downside of 20.10% from the current price of $54.81 [10]. - Institutional investors, such as Dimensional Fund Advisors, have increased their stakes in United States Steel by 7.3%, suggesting confidence in the stock's future performance [11]. - The stock currently has a high P/E ratio of 36.8x compared to the industry average of 18.0x, indicating that the market may be willing to pay a premium for perceived future outperformance [13].

Group 1 - United States Steel (X) shares increased by 5.1% to close at $54.85, with a notable volume of shares traded, reflecting a 29.3% gain over the past four weeks [1][2] - The rally in U.S. Steel's shares followed President Trump's approval of its partnership with Nippon Steel, which included a National Security Agreement (NSA) involving approximately $11 billion in new investments by 2028 [2] - U.S. Steel is projected to report quarterly earnings of $0.41 per share, indicating a year-over-year decline of 51.2%, with expected revenues of $4.07 billion, down 1.1% from the previous year [3] Group 2 - The consensus EPS estimate for U.S. Steel has been revised 1.1% higher in the last 30 days, suggesting a potential for price appreciation [4] - U.S. Steel holds a Zacks Rank of 3 (Hold), indicating a neutral outlook within the Zacks Steel - Producers industry [5] - ArcelorMittal, another company in the same industry, closed 2.9% higher at $30.99, with a consensus EPS estimate of $1.11, reflecting a year-over-year increase of 76.2% [5][6]

围绕日本制铁对美国钢铁公司（US Steel）的收购计划，日本制铁坚持推进的全资子公司化 方案用了一年半时间终于尘埃落定。在钢铁行业，面对源自中国的供需恶化以及日本国内需 求减少，日本制铁在海外市场以外几乎已找不到新的增长空间。通过在新兴市场的印度以及 前景可观的美国市场将知名企业收归旗下，日本制铁布局全球的最后一块拼图将得以完成。 "我们要构建新时代的全球网络，同时重振日本的增长动力"，2023年12月，当时以社长身份 宣布收购美国钢铁计划的日本制铁会长兼首席执行官（CEO）桥本英二如此强调了力争实现 的目标。 此后，日本制铁接连面对与美国政府的磋商、对前总统发布的禁令提起的行政诉讼等一系列 困难，但始终锲而不舍，最终以"完全子公司化"赢得了美国政府的批准。在此背后存在对日 本国内市场长期低迷的危机感。 日本制铁在5月公布的2025财年（截至2026年3月）的合并净利润（国际会计准则）预期为 2000亿日元，同比下滑43%，降至5年来的低位。该公司认为，中国的供应过剩导致市场行 情恶化，日本国内需求也陷入低迷。副会长兼副社长森高弘直言："增长只能寄希望于海 外"。 美国钢铁公司的工厂（宾夕法尼亚） 日本制铁 ...

美国钢铁公司（X）美股盘后涨0.036%，一名英国官员称，美国对英国钢材的关税将暂时维持在25%。 ...

两国将设定钢铝关税的豁免配额。 美国钢铁公司（X）美股盘后涨0.018%，纽柯钢铁（NUE）和Steel Dynamics Inc盘后持平。 两国将谈判优惠的英国医药关税待遇。 文本显示，美国与英国的协议提及钢铁和铝关税豁免问题。 ...

Shares of U.S. Steel soared Monday after President Donald Trump issued an executive order on Friday approving U.S. Steel’s merger with Japan’s Nippon Steel through a National Security Agreement (NSA).  The stock gained over 5% in the biggest percentage rise since March 2011, as tracked by Dow Jones Market Data Group. Ticker Security Last Change Change % X UNITED STATES STEEL CORP. 54.85 +2.66 +5.10% U.S. Steel .The NSA includes a commitment to more than $11 billion in new steelmaking investments in the U ...