华尔街为何如此偏爱能源股?估值触底与政策利好

华尔街见闻
22 Jul

尽管能源股近期表现低迷且油价承压,但华尔街分析师正表现出罕见的看涨情绪,其背后是该板块已触底的估值、潜在的政策利好以及其作为通胀对冲工具的历史角色。数据显示,在标普500指数的11个行业板块中,能源板块获得“买入”评级的股票比例高居榜首。约四分之三的能源公司获得买入建议,远高于大盘约一半的水平。同时,卖方分析师预计能源股未来12个月将上涨约16%,这一预期涨幅仅次于医疗保健板块,且几乎是...

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