尽管本月股市整体表现低迷,但剧烈的市场波动却催生了一批逆势上涨的赢家。不出所料,能源板块成为最大亮点。截至周二早盘交易,以下为本月表现最突出的几只标的:
能源类交易所交易基金(ETF)表现抢眼:美国石油基金LP本月涨幅约59%,创下该基金有记录以来最佳月度表现;道富银行的SPDR油气勘探与生产ETF涨幅超过20%,有望创下2022年10月以来最佳月度涨幅。
炼油厂及其他能源企业同样表现强劲:Phillips 66、雪佛龙和埃克森美孚均有望刷新历史最佳季度表现纪录。
个股方面,陶氏化学正迈向有史以来最佳月度表现;化肥生产商CF工业虽今日微跌,但本月涨幅仍创2020年以来新高。投资者押注像CF工业这类本土化肥企业,以及陶氏化学等化工公司,能够在保持投入成本低于国际竞争对手的同时实现提价。
(本文节选自华尔街日报实时报道,完整内容可通过搜索代码P/WSJL获取)
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