-- 鉴于挪威能源公司Equinor (EQNR.OL)今年前三个月的交易业绩“强劲”，加拿大皇家银行资本市场(RBC Capital Markets)调整了对该公司盈利预测和目标股价。 分析师周三修正了预期，以反映第一季度的业绩和最新的展望。RBC预测Equinor的产量增长将达到5%，高于管理层此前3%的预期。该研究机构补充说，其模型现在纳入了“现金税收平滑”因素，预计Equinor将利用“巨大的”税前利好来支付2026年下半年的额外税款。 在此背景下，RBC将Equinor的目标股价从380挪威克朗下调至360挪威克朗，并重申了“弱于大盘”的评级。RBC指出，与其他同行业公司相比，Equinor的股价反映了更为“乐观”的宏观经济前景。 “本季度业绩强劲，但可惜的是，Equinor 的财报发布日期不合适。该公司今日股价波动更多是受降级新闻的影响，而非财报本身的内容。Equinor 公布的产量创历史新高，多个部门的业绩均超出预期。我们仍然对 Equinor 持有的 Ørsted [ORSTED.CO] 10% 的股份存有疑问，因为该公司最近决定不提名董事会成员。我们预计在即将到来的 6 月资本市场日上，情况会更加明朗。虽然这在整体投资案例中占比相对较小，但它反映了 Equinor 更广泛的资本配置策略及其海上风电计划。”报告指出。截至周三收盘，这家在奥斯陆上市的公司股价下跌超过 8%。
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