长期油价有支撑,需求没那么快见顶,油气巨头或迎价值重估。高盛指出,凭强劲现金流与超10%的自由现金流收益率,中国海油与中国石油正打破严重估值折价现状。中国海洋石油成本优势全球领先,目标价大幅上调47%;中石油借绿电替代与AI数字化持续降本,目标价上调33%。中国三大油气巨头的估值折价,正在被现金流与成本曲线的变化重新定价。高盛认为,中国海洋石油和中国石油过去三年展现出的强劲现金流创造能力,叠加自由...
Source Link长期油价有支撑,需求没那么快见顶,油气巨头或迎价值重估。高盛指出,凭强劲现金流与超10%的自由现金流收益率,中国海油与中国石油正打破严重估值折价现状。中国海洋石油成本优势全球领先,目标价大幅上调47%;中石油借绿电替代与AI数字化持续降本,目标价上调33%。中国三大油气巨头的估值折价,正在被现金流与成本曲线的变化重新定价。高盛认为,中国海洋石油和中国石油过去三年展现出的强劲现金流创造能力,叠加自由...
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