能源板块太久没涨了，华尔街认为它将发起大行情

美港电讯2021-06-02

能源板块是今年迄今美国股市中表现最好的板块。即使是现在出手也为时未晚：美国经济的复苏对能源板块无疑是重大利好；而且经历多年的连续下挫后，该板块仍有巨大的上升空间。6月1日，油价升至两年来的高点。汽油价格跟踪机构GasBuddy的一项分析显示，美国的汽油需求量恢复到接近正常水平，并可能会在今年夏天创下历史新高。能源板块复苏的漫漫长路截至5月底，标普500指数能源类股年内涨幅为36%，成为今年...

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精彩评论

xiaokai1314
2021-06-02
xiaokai1314
能源板块是今年最看好的板块
sky老夫子
2021-06-02
sky老夫子
很好
- Simon00:
  [得意][得意]
sky老夫子
2021-06-02
sky老夫子
很好

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Arone在上周的一次采访中表示，投资者应密切关注劳动力市场，寻找美联储何时可能开始缩减购债规模、让长期利率变得明智的信号。他预计，当下有利于能源股和其他周期性行业的扩张周期将持续到2023年初。能源股筛选标普500指数的能源标的股只是市场上众多能源股的冰山一角；而能源板块目前仅占该指数总市值的2.8%，低于五年前的7.1%。为了将范围扩大到标普500指数的23只能源股票之外，分析师研究了标普1500综合指数（SP1500），该指数由标普500指数、标普400中型股指数和标普小型股600指数组成，其中能源类股票的总数达到62家。华尔街心头好以下列出的是在分析师研究的79只能源股中（62只来自标普1500综指，17只来自Alerian MLP ETF）,在Factset调查中被至少五名分析师定为“买入”评级，并且预计涨幅最大的前20家公司个股：该名单是根据12个月内预计涨幅排序的,其中Renewable Energy Group（REGI.O）的股价上涨潜力最高。该公司的名字很贴切，因为它专注于生物柴油的生产和提炼。雪佛龙也榜上有名。截至5月28日，尽管该股今年已上涨23%，但股息生息率仍保持在5.16%，颇具吸引力；但雪佛龙的主要竞争对手埃克森美孚石油（XOM.N）并未入选。上周激进投资者在埃克森美孚公司董事会获得了席位——他们的目标是推动埃克森美孚改变远期战略，从而在今后逐渐摆脱化石燃料产品。榜单上的第二名是Energy 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