标普500指数能源板块有望创下自2022年10月以来的最大单周涨幅

路透中文
Aug 15
BUZZ-标普500指数能源板块有望创下自2022年10月以来的最大单周涨幅

8月14日 - ** 标普能源板块 .SPNY 周五上涨1.4%,领涨标普500指数11大板块,有望创下自2022年10月以来的最大单周涨幅

** 石油巨头埃克森美孚 XOM.N雪佛龙 CVX.N 成为本交易日推动 SPNY 指数上涨的主要动力:XOM 上涨 1.4%,CVX 上涨 1.6%

** 该指数自上周五收盘以来累计上涨约7.5%,走势基本与原油价格 (link) 保持一致;当月交割的西德克萨斯中质原油(WTI) CLc1 本周上涨约4.3% O/R

** 今年以来,SPNY和WTI分别上涨约38%和42%

** 2月28日,美国和以色列对伊朗发动空袭,导致霍尔木兹海峡 (link) 关闭——全球约五分之一的原油经此运输,这给能源价格带来了上行压力

** 能源价格上涨正推动整体通胀升温,这使得美联储年底前加息的可能性日益增大;金融市场普遍认为,美联储12月会议最可能的结果是加息25个基点

** 在SPNY指数的20只成分股中,今年迄今仅有Expand Energy(EXE.O)股价下跌;其余19只中,除一只外,其余均实现了至少两位数的年内涨幅

Energy stocks and crude prices https://www.reuters.com/graphics/USA-STOCKS/zdvxwewbypx/energy-crude.png

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