异动解读|瓦莱罗能源盘前上涨3.01%,霍尔木兹海峡通行受阻推高裂解价差叠加财报前乐观预期

行情直击
Jul 29

7月29日,瓦莱罗能源盘前上涨3.01%,报307.886美元/股,成交额182.21万美元。炼油板块集体走强,同行业个股中马拉松原油涨3.22%、PBF Energy涨3.07%、HF Sinclair涨2.44%。

消息面上,霍尔木兹海峡原油通行量仍未恢复正常,全球炼厂加工量同比下滑近10%,美湾、西北欧、新加坡三地柴油裂解价差突破50美元/桶创历史新高,直接利好瓦莱罗能源等拥有复杂型炼厂的企业。此外,公司将于7月30日盘前公布二季度财报,市场预期调整后每股收益约9.87美元,同比大幅增长;高盛近期将目标价上调至357美元并维持买入评级,公司此前亦授权50亿美元新增回购计划,多重利好共振推动股价反弹。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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