雷蒙德·詹姆斯（Raymond James）最新研报显示，该机构已上调石油巨头菲利普66（PSX）的目标股价预期。根据最新调整，菲利普66的目标价从此前的135美元/股提升至142美元/股，调升幅度达5.2%。
此次目标价调整反映了机构对该公司炼化业务盈利能力的积极展望。当前全球能源市场结构性变化推动炼化利润空间持续扩张，叠加菲利普66在可再生燃料领域的战略布局逐步落地，其综合盈利能力有望获得多重支撑。
市场分析人士指出，雷蒙德·詹姆斯的评级调整可能基于对二季度业绩的超预期预判。随着夏季出行旺季来临，汽油需求激增正推动炼厂利润率创下季节性新高，而菲利普66在全美排名前五的炼油产能布局，使其成为能源转型过程中最具弹性的传统能源企业之一。
最新目标价隐含约12%的上行空间，显示机构对该股持谨慎乐观态度。投资者需持续关注本月末发布的二季报，其中炼油业务毛利表现及可再生能源项目进展将成为关键估值驱动因素。
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