异动解读|瓦莱罗能源盘中上涨3.01%,投行上调目标价叠加炼油板块持续走强

行情直击
Aug 14

8月14日,瓦莱罗能源盘中上涨3.01%,报340.145美元/股,成交额3.57亿美元,股价续创52周新高。

消息面上,BMO Capital近日将瓦莱罗能源目标价从310美元大幅上调至360美元,维持"跑赢大盘"评级;此前TD Cowen、高盛等多家机构亦密集上调目标价,当前均值已升至319美元。基本面方面,公司二季度调整后每股收益12.54美元,大幅超出市场预期的10.12美元,营收444.8亿美元同比增长约49%。全球炼油产能因中东及俄乌冲突缺口约500万桶/日,裂解价差维持历史高位,板块持续受益。同行业中,PBF Energy涨5.23%,HF Sinclair涨4.38%,Phillips 66涨2.39%,整体延续强势格局。

(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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