BUZZ-道明高文认为,尽管近期经济放缓,但炼油库存在明年仍将得到支撑

路透中文
Oct 20, 2025
BUZZ-道明高文认为,尽管近期经济放缓,但炼油库存在明年仍将得到支撑

10月20日 - ** TD Cowen 称,炼油股票在经历了 25 年上半年的强劲表现后,在第三季度有所上涨,但此后由于裂缝从高位回落,炼油股票已有所喘息。

** 称产品库存增加抵消了乌克兰对俄罗斯炼油厂的持续攻击

** 券商预计炼油裂解率在下半年仍将受到支撑

** 对于第三季度财报,TD Cowen认为Phillips 66 PSX.NPar Pacific Holdings PARR.N有望因第四季度业绩修正而上扬,因利基市场持续走强。

** 券商认为PBF能源PBF.N存在下行风险,因为其产生现金的潜力有限

经纪公司改变了以下公司的目标价:

公司

新目标价

旧目标价

与股票最后收盘价相比的上涨/下跌百分比

HF Sinclair

$55

$50

6.1%上涨

菲利普斯66

$140

$133

8.上涨 3

Calumet Inc

$15

$14

17.下跌 5

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