异动解读 | 分析师看好天然气前景,Excelerate Energy盘后飙升21.14%

异动解读
Aug 16

周五盘后交易中,液化天然气(LNG)基础设施开发商Excelerate Energy, Inc.(股票代码:EE)股价大涨21.14%,引发市场广泛关注。这一显著涨幅很可能与Capital One Securities最新发布的积极分析报告有关。

据悉,Capital One Securities在能源行业第二季度财报季来临之际,将Excelerate Energy列为其首选股票之一。除Excelerate Energy外,该券商还看好Diamondback Energy(FANG)、Ovintiv(OVV)和SLB。分析师指出,能源行业的关键主题包括《美丽大法案》带来的税收优惠、关税影响、液化天然气项目和数据中心带来的天然气需求增长,以及勘探和生产(E&P)活动的改善。

值得注意的是,Capital One特别强调了2026年天然气行业的发展前景。分析师预计,从明年1月开始,随着初步预算的公布,市场将开始关注天然气管理团队的投资意愿。Capital One表示,"我们认为可以肯定的是,2026年将有更多以天然气为重点的开发项目。"这一观点无疑增强了投资者对Excelerate Energy等天然气基础设施公司的信心,推动了其股价的强劲上涨。

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