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Fenger1188
Fenger1188
·
05-02 07:54
$Occidental(OXY)$
是一家成立于1920年的美国能源巨头,作为全美前五大油气生产商之一,其业务集石油勘探、化工制造与新兴低碳技术于一体。 2026 年初刚卖掉化工业务 OxyChem 后,公司已成为一家更纯粹的油气公司。 巴菲特为何持续加仓? 绝非赌油价,巴菲特把OXY当作一张高息债 + 一份油价看涨期权的组合,而非单纯赌石油。 西方石油(OXY)的2026年第一季度财报将于美东时间,2026年5月5日盘后公布。 截至目前,分析师对西方石油(OXY)的观点已出现明显分歧:看多派上调了目标价并看好运营效率,中性/观望派则认为当前股价已基本反映了利好。 综合25位分析师的评价,当前市场平均目标价约为 $64。其中包含 6个买入、1个优于大盘、15个持有、1个低于大盘、2个卖出 评级,“持有”占比最高,显示出华尔街整体偏向观望。 本次Q1财报(5月5日盘后)将是验证上述逻辑的关键。分析师预测调整后每股收益(EPS)约为0.59-0.70美元。 就这两点,财报出来对一下就行。 ✅ 达标 → 继续持有 · 调整后EPS ≥ $0.59 · 净债务 从150亿美元下降 ❌ 不达标 → 警惕回调 · 调整后EPS < $0.59 · 净债务 没有下降
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Fenger1188
Fenger1188
·
05-02 00:42
$Intel(INTC)$
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Fenger1188
Fenger1188
·
05-01 23:48
$Intel(INTC)$
$Intel(INTC)$
买入了吗?Tigress Financial维持对英特尔的买入,将目标股价上调至118美元。看好英特尔,会继续买入❤️✨
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Fenger1188
Fenger1188
·
04-30
$Nokia Oyj(NOK)$
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Fenger1188
Fenger1188
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04-30
$Nokia Oyj(NOK)$
$Nokia Oyj(NOK)$
$Nokia Oyj(NOK)$
大多数分析师持正面态度,在多位分析师中,绝大多数建议买入,少部分建议持有或卖出。有可能是下一个intel吗?买一些来收😁
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Fenger1188
Fenger1188
·
04-29
$Intel(INTC)$
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Fenger1188
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04-29
$Intel(INTC)$
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Fenger1188
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04-29
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04-29
$Occidental(OXY)$
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04-29
$Intel(INTC)$
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