--- title: "公用事业因周期性偏见下跌 - 公用事业综述" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/285778841.md" description: "电力生产商的股票下跌,因为交易者将注意力转向科技和周期性行业。投资者还在关注美伊和平谈判。BTIG 的分析师 Alex Kania 指出,油价上涨可能导致电价下降,因为增加的石油生产可能会提升天然气供应,而天然气对美国电价至关重要" datetime: "2026-05-08T21:30:51.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285778841.md) - [en](https://longbridge.com/en/news/285778841.md) - [zh-HK](https://longbridge.com/zh-HK/news/285778841.md) --- # 公用事业因周期性偏见下跌 - 公用事业综述 Shares of power producers fell as traders rotated into technology and other cyclical sectors. Investors are awaiting updates on peace negotiations between the U.S. and Iran. The spike in oil prices could, counterintuitively, bring electricity prices down, said Alex Kania, a utilities analyst at brokerage BTIG. "Higher oil prices -- all else being equal -- means higher oil production, and that can mean more natural gas production, which may depress natural gas prices," a key input for U.S. electricity prices, said Kania. Write to Rob Curran at rob.curran@dowjones.com (END) Dow Jones Newswires May 08, 2026 17:16 ET (21:16 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相关股票 - [.DJU.US](https://longbridge.com/zh-CN/quote/.DJU.US.md) - [IDU.US](https://longbridge.com/zh-CN/quote/IDU.US.md) - [VPU.US](https://longbridge.com/zh-CN/quote/VPU.US.md) - [XLU.US](https://longbridge.com/zh-CN/quote/XLU.US.md) ## 相关资讯与研究 - [并购传闻推高公用事业股](https://longbridge.com/zh-CN/news/286779627.md) - [盘前趋势|道明尼资源(D)5/15 回踩关键支撑,公用事业股防御逻辑还稳吗?](https://longbridge.com/zh-CN/news/286612059.md) - [如何看待本轮广东现货电价上涨?](https://longbridge.com/zh-CN/news/286687576.md) - [杜克能源拟被新纪元能源收购,两大电力巨头强强联手,角逐人工智能数据中心供电市场](https://longbridge.com/zh-CN/news/286766300.md) - [南北电价缘何 “两极分化”?](https://longbridge.com/zh-CN/news/286699057.md)