在全球地缘政治推升能源安全重要性的背景下,摩根士丹利认为,中国三大石油公司(“三桶油”)的战略价值正在凸显。据追风交易台消息,摩根士丹利分析师Jack Lu等发布最新报告指出,地缘政治紧张局势和供应链重塑,使得中国“国内上游生产商和与管道相连的能源进口资产应受益于由安全驱动的估值重估。”尽管运费通胀对下游运营商的利润率扩张构成一定限制,但整体盈利仍有上行空间。该行重估“三桶油”的核心宏观基础,在于...
Source Link在全球地缘政治推升能源安全重要性的背景下,摩根士丹利认为,中国三大石油公司(“三桶油”)的战略价值正在凸显。据追风交易台消息,摩根士丹利分析师Jack Lu等发布最新报告指出,地缘政治紧张局势和供应链重塑,使得中国“国内上游生产商和与管道相连的能源进口资产应受益于由安全驱动的估值重估。”尽管运费通胀对下游运营商的利润率扩张构成一定限制,但整体盈利仍有上行空间。该行重估“三桶油”的核心宏观基础,在于...
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