美银证券发表报告指出,中海油田服务(02883.HK) 管理层预期2026年收入及盈利将温和增长,并对石油投资周期维持审慎看法,假设布兰特期油价格介乎每桶50至65美元。虽然油价其后已升穿每桶70美元,且上行风险犹存,但中海油服的盈利与上游资本开支挂钩,而上游资本开支通常落后于油价,且需要油价在更长时间内维持于较高水平,才会显著加速增长。虽然该行维持中海油服盈利预测不变,但将中海油服评级由“中性”...
Source Link美银证券发表报告指出,中海油田服务(02883.HK) 管理层预期2026年收入及盈利将温和增长,并对石油投资周期维持审慎看法,假设布兰特期油价格介乎每桶50至65美元。虽然油价其后已升穿每桶70美元,且上行风险犹存,但中海油服的盈利与上游资本开支挂钩,而上游资本开支通常落后于油价,且需要油价在更长时间内维持于较高水平,才会显著加速增长。虽然该行维持中海油服盈利预测不变,但将中海油服评级由“中性”...
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