风水轮流转！美股五大金刚FAANG从大科技变大能源

Wind资讯2022-09-05

香港万得通讯社报道，2022年之前，科技股在美股中独领风骚十多年，脸书、亚马逊、苹果、奈飞和谷歌组成的FAANG天团成为全球股市最闪耀的星。然而，2022年，科技股的风光不再，被忽视依旧的新旧能源暂露头角，成为资本市场的新宠。上周，美股中的原油股下滑，因为国际油价高位颠簸。不过，国际原油价格年初至今涨幅高达20%，仍然是资本市场中不可多得的亮点。全球知名的两大美国能源ETF，能源选择板块SPDR...

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康康的
2022-09-05
康康的
哦
- 康康的:
  哦
富川
2022-09-05
富川
👍
木讷呆滞的短线价格投机
2022-09-05
木讷呆滞的短线价格投机
放N🐴的P

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说：“石油行业背后有着长期的结构性顺风。供应短缺，因此仍然存在牛市的可能性。”Strive Asset Management 投资了埃克森美孚、雪佛龙和康菲石油等公司。Matt Cole 并不担心油价回落，认为只要石油成本保持高位，能源公司就应该赚钱。他说：”不需要原油价格上涨，油价只需要保持在一个相对较高的水平，能源公司将获得巨大的利润。”Matt Cole 也不担心近期油价疲软是需求减弱的迹象。他认为，价格波动可能更多是由于美元走强，这通常会推低商品价格。由于就业市场仍然具有弹性，通胀压力趋于平缓，对美国即将出现衰退的担忧也开始有所减弱。换言之，油价还会趋于稳定。这与2008年不同，当时国际油价因为全球金融危机而快速下跌。分析师们目前预测，埃克森美孚2022年的年利润将接近530亿美元，比2021年的利润翻了一番多。雪佛龙的净收入预计也将增加一倍以上，达到362亿美元。Navellier&Associates董事长Louis Navelliers 在一份报告中表示：“能源股仍然是最佳选择，因为只要油价保持在每桶80美元以上，它们将继续保持创纪录的销售和盈利。”他还指出，根据收益估计，这些股票的估值相当低，而且还支付了高额股息。 以埃克森美孚为例，其2022年盈利预测的市盈率不到8倍，相对于更广泛的市场而言，这是一个巨大的折扣。标普500指数的估值约为今年利润预期的19倍。埃克森美孚支付的股息收益率接近3.8%，而美国10年期国债的收益率约为3.2%。Matt Cole 还表示，投资者绝对应该关注巴菲特最近在石油股上下了很大赌注的事实。 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