-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：基于2026年7.8倍的市盈率（反映五年平均水平），我们将BP的12个月目标价从30美元上调至35美元，并修正了每股收益预期。BP 2026年第一季度炼油利润为32亿美元（同比增长2.1倍），符合市场预期，但高于我们的预期，达到市场普遍预期的25%，以及我们预期的47%。这与第四季度的疲软表现形成鲜明对比，第四季度环比下降30%。2026年第一季度的增长主要得益于石油交易的强劲表现以及炼油利润率的显著提高，第一季度达到16.9美元/桶，而第四季度为15.2美元/桶。因此，基于原油价格和炼油利润率上涨的假设，我们将2026年每股收益预期从2.74美元上调至4.47美元，2027年每股收益预期从2.82美元上调至4.02美元。鉴于目前受冲突影响油价高企，预计2027年油价将出现下行周期，且该股与布伦特原油价格走势呈正相关，我们维持“卖出”评级。
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