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80%胜率分析师看好3只炼油股

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2026-07-22 10:43:21
美国炼油企业利润飙升,雷蒙德詹姆斯(Raymond James)分析师Justin Jenkins以80%的成功率,上调德莱克美国控股(Delek US Holdings)、HF Sinclair和Par Pacific Holdings三只中型炼油股评级,且均非埃克森美孚或雪佛龙等大型油企。其看多逻辑在于裂解价差创纪录、炼油现金流强劲,且部分标的出现机构资金流入。 据 BeInCrypto 报道,德莱克和Par Pacific的目标价上调后仍有一定上行空间,而HF Sinclair虽获街高目标价,但资金流动性指标已发出分歧信号。
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