<p>对于那些通勤上班的人来说，早晨经过第一家加油站可能现在成为一种持续的焦虑源。全国平均油价迅速超过每加仑 4.50 美元，这对那些在一月份还支付不到每加仑 3 美元的消费者来说是个冲击。随着伊朗战争没有结束的迹象，每加仑 5 美元的油价似乎不可避免，而美国消费者将在这个夏天被迫做出艰难的出行选择。</p>
<p>投资者也必须做出一些决策；如果油价继续上涨，哪些股票最有可能受益？</p>
<p>获取 <strong>Diamondback Energy</strong> 的提醒：</p>
<p>提示：这需要比仅仅持有大型能源股更复杂的策略。</p>
<p>能源行业在 2026 年是表现最好的市场板块之一，仅次于在半导体暴涨后表现突出的科技股。但并不是每家能源公司都能从高油价中受益。投资者将希望在该行业的不同领域中分散持股，以应对油价的波动。</p>
<p>三种类型的公司涵盖了能够捕捉这一优势的业务：西海岸炼油商、二叠纪页岩生产商和航运油轮运营商。</p>
<h2>Par Pacific Holdings：受益于裂解价差扩大的小型炼油商</h2>
<p>太平洋沿岸的零售汽油价格在美国最高，因此这是寻找受益于宽裂解价差的炼油商的好地方。加利福尼亚的油价已经突破每加仑 6 美元，而在战争爆发之前，该地区已经供不应求。</p>
<p>其中一个受益者是 Par Pacific Holdings Inc. NYSE: PARR，这是一家在太平洋西北和夏威夷运营多个设施的小型炼油商。</p>
<p>尽管市值仅超过 30 亿美元，Par Pacific 在 2025 年创造了超过 70 亿美元的销售额，飙升的裂解价差使其有望迎来又一个强劲的年度。</p>
<p>尽管夏威夷业务面临 1.25 亿美元的价格滞后压力，Par Pacific 在 2026 年第一季度仍报告了 18.2 亿美元的收入，包含 9100 万美元的调整后息税折旧摊销前利润（EBITDA）。</p>
<p>每股收益（EPS）为 78 美分，未达到 1 美元的预期，但夏威夷可再生能源项目成功启动，裂解价差预计将在夏季提供助力。尽管在过去三个月中上涨了 40%，PARR 的股票仍以 4.4 倍的预期市盈率和 0.41 倍的销售额交易。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260512151716_parr2026-05-1215-55-54.PNG?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260512151716_parr2026-05-1215-55-54.PNG"/></p>
<p>目前，PARR 的股票可能为新投资者提供了一个优质的入场点，因为价格从 50 日移动平均线反弹。50 日和 200 日移动平均线仍然支持上升趋势，而相对强弱指数（RSI）显示的卖出动能似乎正在减缓。如果 RSI 继续反转，新的历史高点可能就在眼前。</p>
<h2>Diamondback Energy：油价超过 90 美元的优质现金流生成</h2>
<p>Diamondback Energy Inc. NASDAQ: FANG 是二叠纪盆地最大的钻探公司之一，从德克萨斯州和新墨西哥州的油井中提取原油、天然气和天然气液体（NGLs）。</p>
<p>Diamondback 直接受益于更高的原油价格；在 2025 年第四季度，管理层预计如果油价达到每桶 70 美元，公司可以产生超过 55 亿美元的自由现金流。</p>
<p>现在，WTI 原油价格已经超过 90 美元，Diamondback 有望超越其最乐观的现金流预测。</p>
<p>在其 2026 年第一季度财报中，公司超出了收入和利润预期，提高了股息，并上调了全年石油生产指引。它还计划投入两到三台新钻机，额外的现金将帮助公司偿还债务并增加未来的股息和股票回购。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260512151736_fang2026-05-1215-51-50.PNG?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260512151736_fang2026-05-1215-51-50.PNG"/></p>
<p>FANG 的股票在过去几个月中波动较大，但今年迄今为止仍上涨超过 30%。每当反弹出现回调迹象时，50 日移动平均线的支撑始终存在，股票再次从这一水平反弹，RSI 也回到了看涨区域。</p>
<h2>Scorpio Tankers：霍尔木兹海峡关闭导致航运费率波动上涨</h2>
<p>Scorpio Tankers Inc. NYSE: STNG 的理论相当简单：如果公司被迫绕过霍尔木兹海峡，航运日费将飙升，因为产品需要从更远的地方采购。</p>
<p>供应失调往往为航运公司创造了超额的盈利机会，因为石油和天然气公司别无选择，只能支付天价运费，这些费用直接流入盈利。</p>
<p>投资者已经看到这种情况在 Scorpio 上演。该公司在 2026 年第一季度的收入超过 3.12 亿美元，在 5 月 6 日的财报中同比增长超过 46%。</p>
<p>Scorpio 在 2025 年的总销售额仅为 9.38 亿美元，因此收入已经远超去年的表现，而供应中断可能会持续整个年度。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260512151750_stng2026-05-1215-45-28.PNG?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260512151750_stng2026-05-1215-45-28.PNG"/></p>
<p>霍尔木兹海峡交通恢复正常将对 STNG 的股票构成压力，因为航运费率将迅速回归正常。但在这一催化剂出现之前，股票可能仍会保持在推动其上涨超过 60% 的上升趋势中。</p>
<p>支撑在 50 日移动平均线处依然强劲，移动平均收敛发散（MACD）指标显示看涨动能再次在升温。</p>
<h2>你现在应该投资 1000 美元在 Diamondback Energy 吗？</h2>
<p>在你考虑投资 Diamondback Energy 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其向客户推荐的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场意识到之前……而 Diamondback Energy 并不在名单上。</p>
<p>尽管 Diamondback Energy 目前在分析师中获得了买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

PARR

STNG

Diamondback能源

能源业 ETF - SPDR

美国油气勘探与生产 ETF - iShares

油气开采 ETF - SPDR

标普全球能源股指数 ETF - iShares

<p>随着汽油价格超过每加仑 4.50 美元，Par Pacific、Diamondback Energy 和 Scorpio Tankers 处于有利位置，可以从中受益。Par Pacific 是一家小型炼油厂，受益于高裂解价差。Diamondback Energy 在油价超过 90 美元的情况下，预计将产生可观的现金流。由于从霍尔木兹海峡重新调整航线，Scorpio Tankers 的运输费率也在上升，导致其收入大幅增长</p>

<p>For those who commute to work, driving by the first gas station of the day may now be a constant source of anxiety. The national average has quickly surged past $4.50 per gallon, a shock to consumers who had been paying less than $3 per gallon as recently as January. With no end to the Iran war in sight, $5-per-gallon gas seems inevitable, and U.S. consumers will be forced to make difficult travel choices this summer.</p>
<div class="lb-trans"><p>对于那些通勤上班的人来说，早晨经过第一家加油站可能现在成为一种持续的焦虑源。全国平均油价迅速超过每加仑 4.50 美元，这对那些在一月份还支付不到每加仑 3 美元的消费者来说是个冲击。随着伊朗战争没有结束的迹象，每加仑 5 美元的油价似乎不可避免，而美国消费者将在这个夏天被迫做出艰难的出行选择。</p>
</div><p>Investors also have to make some decisions; if gas prices continue to rise, which stocks are best prepared to benefit?</p>
<div class="lb-trans"><p>投资者也必须做出一些决策；如果油价继续上涨，哪些股票最有可能受益？</p>
</div><p>Get <strong>Diamondback Energy</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Diamondback Energy</strong> 的提醒：</p>
</div><p>Hint: it requires a strategy more complex than just a portfolio of large-cap energy stocks.</p>
<div class="lb-trans"><p>提示：这需要比仅仅持有大型能源股更复杂的策略。</p>
</div><p>The energy industry has been one of the best-performing market sectors in 2026, trailing only tech following the explosive semiconductor rally. But not every energy company benefits from high gasoline prices. Investors will want to diversify their holdings across different areas of the sector that have outsized exposure to gas prices.</p>
<div class="lb-trans"><p>能源行业在 2026 年是表现最好的市场板块之一，仅次于在半导体暴涨后表现突出的科技股。但并不是每家能源公司都能从高油价中受益。投资者将希望在该行业的不同领域中分散持股，以应对油价的波动。</p>
</div><p>Three types of companies span businesses that capture this edge: West Coast refiners, Permian shale producers, and shipping tanker operators.</p>
<div class="lb-trans"><p>三种类型的公司涵盖了能够捕捉这一优势的业务：西海岸炼油商、二叠纪页岩生产商和航运油轮运营商。</p>
</div><h2>Par Pacific Holdings: Small-Cap Refiner Benefitting From Widening Crack Spreads</h2>
<div class="lb-trans"><h2>Par Pacific Holdings：受益于裂解价差扩大的小型炼油商</h2>
</div><p>The Pacific Coast has the highest retail gasoline prices in the United States, so that’s a great place to look for refiners that benefit from wide crack spreads. California gas prices have already breached $6 per gallon, and the region was already undersupplied before the war broke out.</p>
<div class="lb-trans"><p>太平洋沿岸的零售汽油价格在美国最高，因此这是寻找受益于宽裂解价差的炼油商的好地方。加利福尼亚的油价已经突破每加仑 6 美元，而在战争爆发之前，该地区已经供不应求。</p>
</div><p>One of these beneficiaries is Par Pacific Holdings Inc. NYSE: PARR, a small-cap refiner that operates several facilities across the Pacific Northwest and Hawaii.</p>
<div class="lb-trans"><p>其中一个受益者是 Par Pacific Holdings Inc. NYSE: PARR，这是一家在太平洋西北和夏威夷运营多个设施的小型炼油商。</p>
</div><p>Despite a market cap of just over $3 billion, Par Pacific generated more than $7 billion in sales in 2025, and soaring crack spreads have it in position for another strong year.</p>
<div class="lb-trans"><p>尽管市值仅超过 30 亿美元，Par Pacific 在 2025 年创造了超过 70 亿美元的销售额，飙升的裂解价差使其有望迎来又一个强劲的年度。</p>
</div><p>Despite a $125 million price lag headwind from Hawaiian operations, Par Pacific still reported $1.82 billion in Q1 2026 revenue in its May 5 earnings release, including $91 million in adjusted EBITDA.</p>
<div class="lb-trans"><p>尽管夏威夷业务面临 1.25 亿美元的价格滞后压力，Par Pacific 在 2026 年第一季度仍报告了 18.2 亿美元的收入，包含 9100 万美元的调整后息税折旧摊销前利润（EBITDA）。</p>
</div><p>Earnings per share (EPS) of 78 cents missed the $1 expectation, but the Hawaiian Renewables venture had a successful launch, and crack spreads are expected to provide tailwinds through the summer. And despite a 40% gain in the last three months, PARR shares still trade at just 4.4x forward earnings and 0.41x sales.</p>
<div class="lb-trans"><p>每股收益（EPS）为 78 美分，未达到 1 美元的预期，但夏威夷可再生能源项目成功启动，裂解价差预计将在夏季提供助力。尽管在过去三个月中上涨了 40%，PARR 的股票仍以 4.4 倍的预期市盈率和 0.41 倍的销售额交易。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260512151716_parr2026-05-1215-55-54.PNG" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20260512151716_parr2026-05-1215-55-54.PNG"/></p>
<p>PARR shares could offer a quality entry point for new investors right now as the price bounces off the 50-day moving average. The 50-day and 200-day MAs remain supportive of the uptrend, and the selling momentum displayed by the Relative Strength Index (RSI) appears to be slowing. If the RSI continues to reverse course, new all-time highs are likely on the horizon.</p>
<div class="lb-trans"><p>目前，PARR 的股票可能为新投资者提供了一个优质的入场点，因为价格从 50 日移动平均线反弹。50 日和 200 日移动平均线仍然支持上升趋势，而相对强弱指数（RSI）显示的卖出动能似乎正在减缓。如果 RSI 继续反转，新的历史高点可能就在眼前。</p>
</div><h2>Diamondback Energy: Premium Cash Flow Generation With Oil Over $90</h2>
<div class="lb-trans"><h2>Diamondback Energy：油价超过 90 美元的优质现金流生成</h2>
</div><p>Diamondback Energy Inc. NASDAQ: FANG is one of the largest drillers in the Permian Basin, extracting crude oil, natural gas, and natural gas liquids (NGLs) from wells in Texas and New Mexico.</p>
<div class="lb-trans"><p>Diamondback Energy Inc. NASDAQ: FANG 是二叠纪盆地最大的钻探公司之一，从德克萨斯州和新墨西哥州的油井中提取原油、天然气和天然气液体（NGLs）。</p>
</div><p>Diamondback is a direct beneficiary of higher crude prices; in Q4 2025, management projected that the company could generate more than $5.5 billion in free cash flow if oil prices reached $70 per barrel.</p>
<div class="lb-trans"><p>Diamondback 直接受益于更高的原油价格；在 2025 年第四季度，管理层预计如果油价达到每桶 70 美元，公司可以产生超过 55 亿美元的自由现金流。</p>
</div><p>Now that WTI crude prices have eclipsed $90, Diamondback is positioned to outperform even its most optimistic cash flow projections.</p>
<div class="lb-trans"><p>现在，WTI 原油价格已经超过 90 美元，Diamondback 有望超越其最乐观的现金流预测。</p>
</div><p>In its Q1 2026 earnings report, the company beat top and bottom-line expectations, upped its dividend, and raised full-year oil production guidance. It also plans to put two or three new rigs into production, and the extra cash will help the company pay down debt and increase future dividends and share buybacks.</p>
<div class="lb-trans"><p>在其 2026 年第一季度财报中，公司超出了收入和利润预期，提高了股息，并上调了全年石油生产指引。它还计划投入两到三台新钻机，额外的现金将帮助公司偿还债务并增加未来的股息和股票回购。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260512151736_fang2026-05-1215-51-50.PNG" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20260512151736_fang2026-05-1215-51-50.PNG"/></p>
<p>FANG shares have been volatile over the last few months, but the stock is still up more than 30% year-to-date (YTD). Support at the 50-day MA has held whenever the rally shows signs of pulling back, and shares are once again bouncing off this level as the RSI moves back into bullish territory.</p>
<div class="lb-trans"><p>FANG 的股票在过去几个月中波动较大，但今年迄今为止仍上涨超过 30%。每当反弹出现回调迹象时，50 日移动平均线的支撑始终存在，股票再次从这一水平反弹，RSI 也回到了看涨区域。</p>
</div><h2>Scorpio Tankers: Hormuz Closure Causes Volatile Shipping Rate Increases</h2>
<div class="lb-trans"><h2>Scorpio Tankers：霍尔木兹海峡关闭导致航运费率波动上涨</h2>
</div><p>The thesis behind Scorpio Tankers Inc. NYSE: STNG is fairly straightforward: if companies are forced to reroute away from the Strait of Hormuz, shipping day rates will surge as product is sourced from farther afield.</p>
<div class="lb-trans"><p>Scorpio Tankers Inc. NYSE: STNG 的理论相当简单：如果公司被迫绕过霍尔木兹海峡，航运日费将飙升，因为产品需要从更远的地方采购。</p>
</div><p>Supply dislocations often create outsized earnings opportunities for shippers, as oil and gas companies have no choice but to pay astronomical rates, which then trickle directly into earnings.</p>
<div class="lb-trans"><p>供应失调往往为航运公司创造了超额的盈利机会，因为石油和天然气公司别无选择，只能支付天价运费，这些费用直接流入盈利。</p>
</div><p>Investors are already seeing this scenario play out at Scorpio. The company reported Q1 2026 revenue of over $312 million in its May 6 earnings release, up more than 46% year-over-year (YOY).</p>
<div class="lb-trans"><p>投资者已经看到这种情况在 Scorpio 上演。该公司在 2026 年第一季度的收入超过 3.12 亿美元，在 5 月 6 日的财报中同比增长超过 46%。</p>
</div><p>Scorpio only generated $938 million in total 2025 sales, so revenue is already well ahead of last year’s performance, and the supply disruption is likely to last throughout the year.</p>
<div class="lb-trans"><p>Scorpio 在 2025 年的总销售额仅为 9.38 亿美元，因此收入已经远超去年的表现，而供应中断可能会持续整个年度。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260512151750_stng2026-05-1215-45-28.PNG" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20260512151750_stng2026-05-1215-45-28.PNG"/></p>
<p>A resumption of normal Hormuz traffic would be a headwind to STNG shares as shipping rates would quickly normalize. But until that catalyst occurs, the stock will likely remain in the uptrend that’s boosted it more than 60% YTD.</p>
<div class="lb-trans"><p>霍尔木兹海峡交通恢复正常将对 STNG 的股票构成压力，因为航运费率将迅速回归正常。但在这一催化剂出现之前，股票可能仍会保持在推动其上涨超过 60% 的上升趋势中。</p>
</div><p>Support remains strong at the 50-day MA, and the Moving Average Convergence Divergence (MACD) indicator shows that bullish momentum is once again simmering.</p>
<div class="lb-trans"><p>支撑在 50 日移动平均线处依然强劲，移动平均收敛发散（MACD）指标显示看涨动能再次在升温。</p>
</div><h2>Should You Invest $1,000 in Diamondback Energy Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Diamondback Energy 吗？</h2>
</div><p>Before you consider Diamondback Energy, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑投资 Diamondback Energy 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Diamondback Energy wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其向客户推荐的股票。MarketBeat 已经识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场意识到之前……而 Diamondback Energy 并不在名单上。</p>
</div><p>While Diamondback Energy currently has a Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>尽管 Diamondback Energy 目前在分析师中获得了买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
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如果油价继续上涨，值得持有的三只股票