中东地区冲突引发的全球供应链中断，使在美国墨西哥湾沿岸拥有生产基地的大型化工企业成为股市赢家。
花旗集团分析师在周四发布的报告中，将陶氏化学（DOW）和利安德巴塞尔（LYB）的评级从中性上调至买入。本月迄今，两家公司股价已分别累计上涨12%和17%，盘前交易中涨幅均超过2.5%。
这两家化工业巨头以石油和天然气为原料生产塑料制造所需的化学品。中东战事不仅对石油市场造成显著冲击，更威胁到该地区石化产品的出口能力。花旗指出，随着冲突持续，陶氏化学与利安德巴塞尔有望凭借更广阔的利润空间获益。
（本文为华尔街日报实时报道专题内容，完整直播流可通过搜索代码P/WSJL获取）
(完) 道琼斯通讯社 2026年3月12日07:32 ET (11:32 GMT)
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