全球能源市场动态:BP暂停股票回购,紫金矿业受益金价上涨

投资观察
Feb 10

0811 GMT - 英国石油公司果断采取行动,宣布暂停股票回购计划。RBC资本市场分析师指出,鉴于该公司资产负债表相对疲软且聚焦去杠杆化,此刻暂停回购正逢其时。尽管缩减开支并节省回购资金,这家能源巨头仍维持2027年底净负债目标在140亿至180亿美元区间。分析师预计,这将成为管理层周二财报电话会议的重点议题。BP股价下跌2.4%,报466.85便士。

0754 GMT - 星展集团控股分析师表示,金价持续攀升有望提振紫金矿业国际的盈利表现。研报预测2025年黄金价格将飙升42%,2026年再涨9%,认为作为纯黄金业务运营商,紫金矿业国际对投资者具备独特吸引力。分析师强调:"创纪录的金价配合销量增长,正照亮其盈利前景。"此外,紫金矿业收购Allied Gold的交易使其储量提升5.8%,资源量增加20.9,将进一步强化盈利增长动能。星展已将紫金矿业2026年和2027年盈利预测分别大幅上调120%和121%。该股当前微跌0.7%,报209.00港元。

(本文完)

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