[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio68868633":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio68868633","能源股卷土重来！美伊停火前景黯淡-标普500行业指数逼近历史高点","\u002Fdoc\u002Fdcio68868633","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，随着中东冲突持续、美国与伊朗短期达成停火协议的希望减弱，国际油价维持高位，美国能源股再度受到资金追捧。标普500能源板块指数周二盘中一度上涨1.8%，正逼近今年早些时候创下的历史高点。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如果周二涨幅维持至收盘，标普500能源板块指数将创下历史收盘新高，也是自3月27日以来首次刷新纪录。今年早些时候，中东战争以及霍尔木兹海峡供应风险曾推动能源股大幅上涨，但随着美伊一度展开谈判，市场对地缘政治风险的担忧降温，能源板块随后从高点最多回落约16%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，随着停火迟迟未能实现，能源股自7月初以来重新走强。截至目前，该板块较7月1日触及的阶段低点已经反弹约20%，重新逼近此前高位。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Tortoise Capital高级投资组合经理Rob Thummel表示，不少投资者此前错过了第一轮能源股上涨，因此在第二轮行情出现时不愿再次错失机会。与此同时，全球地缘政治风险依然较高，即使未来油价存在回落可能，能源股在投资组合中的重要性仍在上升。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>今年以来，受中东战争导致供应受限影响，布伦特原油期货累计上涨约50%。高油价不仅推动能源股估值回升，也明显改善了美国大型石油公司的盈利和现金流表现。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>雪佛龙(CVX)第二季度每股收益同比增长超过240%，埃克森美孚(XOM)同期盈利增长115%。此外，预计雪佛龙2026年还将产生约125亿美元的额外自由现金流。Thummel指出，这些公司的现金流改善并不完全来自油价上涨，企业自身运营效率提升以及股票回购等措施同样发挥了重要作用。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>能源供应紧张带来的红利也不仅限于石油生产商。炼油企业同样受益于成品油供应偏紧。Valero Energy(VLO)今年7月公布了按每股收益计算的历史最佳季度业绩，而PBF Energy(PBF)和HF Sinclair(DINO)也录得多年来最强劲的盈利表现。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Melius Research分析师James West认为，在企业盈利持续增长，同时柴油和航空燃油等成品油供应紧张可能延续数年的情况下，目前能源股估值仍具有吸引力。市场正在逐步计入未来油价和成品油价格可能长期维持在更高水平的预期，因此能源股仍存在进一步上涨空间。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，如果未来美伊最终达成停火协议并推动油价回落，能源企业的盈利增速仍可能放缓。但分析人士认为，即使停火出现，能源股也未必会重演此前的大幅抛售。West表示，市场已经更加清楚地认识到，即使达成谅解备忘录或临时停火，其能否长期维持仍存在较大不确定性。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>随着霍尔木兹海峡局势持续僵持，地缘政治风险、高油价以及能源企业强劲的自由现金流正在共同支撑板块表现。若当前涨势延续，美国能源股有望再次刷新历史高点。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]