能源股仍香？大摩上调美股能源板块评级至“增持”，荐股四只

智通财经03-26

在一份美国股票策略报告中，摩根士丹利分析师将能源板块的股票评级上调至“增持”，原因是该行因原油价格预测的修正进而对能源板块收益预测上修，且盈利修正的广泛性，估值也令人信服。今年以来，能源股相对于标普500指数的表现落后于布伦特原油的价格。摩根士丹利大宗商品策略师Martijn Rats称，"鉴于供需平衡逐渐趋紧"，他将布伦特原油价格预测上调至第三季每桶90美元。摩根士丹利分析师Michael ...

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Morgan Stanley upgraded the rating of the US stock energy sector to \"overweight\" and recommended four stocks","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b5db01b82c628749e38ed993a9b8ca35","symbols_score_info":{"COP":1.1},"content_text":"在一份美国股票策略报告中，摩根士丹利分析师将能源板块的股票评级上调至“增持”，原因是该行因原油价格预测的修正进而对能源板块收益预测上修，且盈利修正的广泛性，估值也令人信服。今年以来，能源股相对于标普500指数的表现落后于布伦特原油的价格。摩根士丹利大宗商品策略师Martijn Rats称，\"鉴于供需平衡逐渐趋紧\"，他将布伦特原油价格预测上调至第三季每桶90美元。摩根士丹利分析师Michael Wilson写道:“这种对大宗商品的看法加上影响相对收益的修正，强劲的广度和令人信服的估值(EV/EBITDA历史水平的第8个百分点)向我们表明，油价与该行业相对表现之间的差异可能会通过能源股的追赶而缩小。”此外，该行业的自由现金流利润率远高于历史平均水平(约为4%)，约为10%。净债务与EBITDA之比低于(约1%)其近1.5%的长期运行率。与历史相比，对冲基金对能源股的净敞口也较低，仅为第17个百分位。此外，自2020年以来，该行业对标普收益变化的贡献(21%)高于其他任何行业。其次是科技股，占18%，金融股占17%，工业股占14%。摩根士丹利北美能源研究团队推荐康菲石油公司(COP.US)、戴文能源公司(DVN.US)、西方石油公司(OXY.US)和Diamondback能源公司(FANG.US)。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2422653505"}