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美銀看好三隻能源股 料為今年石油業升幅最大股票
美銀表示,由於烏克蘭、中東地緣政治風險以及OPEC政策的影響,預計油價將繼續波動,推薦防禦性股票,其中大型石油公司預計今年將出現最大升幅,主要是因為大型收購帶來價值。
美銀選擇西方公司(OXY.US)、雪佛龍(CVX.US)及埃克森美孚(XOM.US)作為首選,指三間油公司均於2023年達成重大交易,可能加速現金流擴張和股息增長。
由於石油曲線下降,美銀大幅下調石油和天然氣產業的股價目標。
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