页岩油板块走强 墨菲石油(MUR)上涨3.88% 地缘局势缓和致国际油价回暖

金吾财讯
Jul 29

金吾财讯 | 页岩油板块走强,盘中震荡上行。墨菲石油(MUR)上涨3.88%、DiamondbackEnergy(FANG)上涨3.45%、康菲石油(COP)上涨3.25%、西方石油(OXY)上涨3.17%、EOG能源(EOG)上涨3.17%、阿帕奇石油(APA)上涨2.85%、戴文能源(DVN)上涨2.74%、埃克森美孚(XOM)上涨2.52%、Ovintiv(OVV)上涨2.59%、雪佛龙(CVX)上涨2.56%。消息层面,国际原油受地缘供给扰动提振价格回暖,北美页岩油产业链盈利预期同步改善,布伦特原油现价101.25美元/桶。美银分析师让·安·索尔兹伯里曾于今年6月(停火声明发布的当天)上调了埃克森美孚的评级。随后该股下跌至140美元,她当时认为这是一个良好的买入时机,意味着长期油价预期低于每桶70美元,索尔兹伯里更看好雪佛龙,她表示,雪佛龙的内部重组推动了今年迄今在一系列开发机遇上的显著进展:包括委内瑞拉资产置换、阿根廷RIGI(激励制度)申请、与伊拉克就西库尔纳(WestQurna)项目签署的谅解备忘录、中标利比亚苏尔特盆地(Sirtebasin),以及在纳米比亚的持续勘探。

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