-- 週一下午,能源股走高,紐約證券交易所能源板塊指數上漲0.7%,道富能源精選板塊SPDR ETF(XLE)上漲0.8%。 費城石油服務類股指數下跌0.3%,道瓊美國公用事業指數下跌0.5%。 在板塊新聞方面,由於投資者權衡霍爾木茲海峽的軍事行動,油價上漲。霍爾木茲海峽是全球約五分之一原油運輸的咽喉要道。據《華爾街日報》報道,週一霍爾木茲海峽的軍事緊張局勢升級,多艘船隻遭到襲擊,伊朗發出威脅,美國派出驅逐艦擊退了進一步的襲擊。該報稱,這些衝突發生在唐納德·川普總統提出讓滯留在波斯灣的船隻通過這條關鍵水道離開的倡議之後。 近月西德州中質原油期貨價格上漲3.2%,至每桶105.19美元;全球基準布蘭特原油期貨價格上漲5.1%,至每桶113.69美元。亨利樞紐天然氣期貨價格上漲2.9%,至每百萬英熱單位2.86美元。 公司新聞方面,瑞銀分析師在一份報告中指出,雪佛龍(CVX)第一季財報顯示,其獲利環比將出現「顯著」加速成長,這一勢頭將在今年剩餘時間和2027年上半年持續增強。瑞銀維持對雪佛龍股票的「買進」評級,並將目標價從218美元上調至220美元。雪佛龍股價上漲0.9%。 赫斯中游公司(HESM)股價上漲3.7%,此前該公司公佈了第一季獲利和營收雙雙成長的業績。 加拿大皇家銀行資本市場在一份報告中指出,鑑於二疊紀盆地油田的儲量充足,康菲石油公司(ConocoPhillips,股票代碼:COP)將增加鑽井平台以維持營運效率,預計該油田將於2027年開始增產。康菲石油公司股價上漲1.1%。
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