BUZZ-油价疲软，杰富瑞下调石油公司预期收益率并下调盈利预期

Reuters09-16

((自动化翻译由路透提供，请见免责声明 ))

9月16日 - ** 近期大宗商品价格下跌后，杰富瑞下调了石油和天然气公司的目标价格并下调了盈利预期

** OPEC和国际能源署以全球最大石油进口国中国的经济困境为由，下调了需求增长预期，原油价格因此承压

** 第三季度迄今为止，布兰特原油下跌了16.5%，美国原油下跌了15%

** 年初至今，布兰特原油下跌 ~6%，美国原油下跌 ~3

** 总体而言，杰富瑞将其覆盖范围内的生产商的 PT 值下调了 ~10%，将美国炼油公司的 PT 值下调了 ~4

** 经纪公司还下调了 2024 年、2025 年和 2026 年的每股收益预期

** 除价格下跌外，杰富瑞还预计反能源游说团体将利用法律途径继续干扰能源公司的运营。

以下是部分 PT 下调/EPS 修订：

公司名称新 PT 旧预测值更新的 2024 之前的 2024

年每股收益估年每股收益估

计值计值

APA Corp <APA. $27 $32 $3.88 $4.46

O

康菲<COP.N $146 $155 $7.97 $8.82

加拿大自然资源 C$49 C$52 C$3 C$3.95

公司

雪佛龙<CVX.N $173 $185 $10.99 $11.92

EOG Resources $148 $157 $11.84 $12.67

<EOG.N

埃克森美孚<XOM $140 $148 $8.08 $8.74

.N

马拉松石油<MRO $27 $28 $2.33 $2.80

.N

西方石油<OXY.N $53 $65 $2.96 $3.91

桑科能源<SU.TO C$55 C$62 C$4.66 C$5.11

马拉松石油<MPC $200 $210 $9.98 $12.21

.N

菲利普斯66<PSX $139 $141 $7.30 $8.95

.N

瓦莱罗能源<VLO $176 $189 $10.53 $12.65

.N

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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href=\"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FT_SY_QG","symbol_name":"小天然气","start_time":0,"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","article_id":"2467848855","we_media_id":"1036604489","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2467848855","pubTimestamp":1726492597,"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"summary":"((自动化翻译由路透提供，请见免责声明 ))    9月16日 - ** 近期大宗商品价格下跌后，杰富瑞下调了石油和天然气公司的目标价格并下调了盈利预期** OPEC和国际能源署以全球最大石油进口国中国的经济困境为由，下调了需求增长预期，原油价格因此承压** 第三季度迄今为止，布兰特原油  下跌了16.5%，美国原油  下跌了15%   ** 年初至今，布兰特原油下跌 ~6%，美国原油下跌 ~3*","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0612318971.USD":"BGF NATURAL RESOURCES \"A5G\" (USD) INC","MRO":"马拉松石油","LU0122376428.USD":"贝莱德世界能源基金A2","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","PSX":"Phillips 66","CVX":"雪佛龙","LU0630314457.HKD":"NINETY ONE GSF GLOBAL NATURAL RESOURCES \"A\" (HKD) ACC","MPC":"马拉松原油","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","UNG":"美国天然气基金","UCO":"二倍做多彭博原油ETF","BK4570":"地缘局势概念股","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","DGAZ":"三倍做空天然气ETN(VelocityShares)","UGAZ":"三倍做多天然气ETN(VelocityShares)","LU1506573853.SGD":"MANULIFE GF GLOBAL 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除价格下跌外，杰富瑞还预计反能源游说团体将利用法律途径继续干扰能源公司的运营。以下是部分 PT 下调/EPS 修订：公司名称        新 PT    旧预测值  更新的 2024   之前的 2024                                    年每股收益估  年每股收益估                                   计值          计值APA Corp <APA.  $27      $32       $3.88         $4.46O                                                康菲<COP.N      $146     $155      $7.97         $8.82加拿大自然资源  C$49     C$52      C$3           C$3.95公司   雪佛龙<CVX.N    $173     $185      $10.99        $11.92EOG Resources   $148     $157      $11.84        $12.67<EOG.N                                           埃克森美孚<XOM  $140     $148      $8.08         $8.74.N                                               马拉松石油<MRO  $27      $28       $2.33         $2.80.N                                               西方石油<OXY.N  $53      $65       $2.96         $3.91桑科能源<SU.TO  C$55     C$62      C$4.66        C$5.11马拉松石油<MPC  $200     $210      $9.98         $12.21.N                                               菲利普斯66<PSX  $139     $141      $7.30         $8.95.N                                               瓦莱罗能源<VLO  $176     $189      $10.53        $12.65.N","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"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; 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