总统选举结果出炉,共和党籍总统特朗普连任成功,这引发市场对化石燃料行业未来政策走向的新预期,也令相关领域公司股价应声大涨。
北京时间今日,金德尔摩根盘中一度大涨7.57%,市值增加百亿美元。消息显示,特朗普在第二个任期内可能会推翻现任总统拜登的气候政策,从而扩大美国在化石燃料生产方面的主导地位。此外,他还表示将取消对新的液化天然气出口许可的冻结。
对于金德尔摩根这类从事天然气管道运输和存储业务的公司来说,这无疑是一个利好。后市如果化石燃料产业受到政策扶持,将有望拉动行业需求持续旺盛,公司业绩可期。当前金德尔摩根经营状况稳健,最新财报显示营收和净利润均有不俗表现,此番股价上涨有一定基础。但从成交量和换手率数据看,短线或仍主要受政策面预期驱动。
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