<p>最新的通胀数据表明，能源价格上涨对美国经济的影响。尽管许多石油公司创下了历史最高产量，但供需状况仍在推高商品和服务的价格。这对能源股票也是利好，许多股票已经达到了多年来的高点。</p>
<p>然而，尽管考虑起来可能很困难，但在某个时刻，油价将会下跌，而且可能会迅速下跌。这就是为什么现在是考虑在油价开始下跌时应该持有的能源股票的时机。</p>
<p>获取 <strong>Marathon Petroleum</strong> 的提醒：</p>
<p>能源股票与更广泛市场之间的相关性说明了交易者和投资者的不同预期。交易者在追逐超额收益，这意味着他们在油气股票之间进出，以利用波动的油价。</p>
<p>不幸的是，消费者不会立即感受到这种影响。即使油价上涨到 80 美元，仍然比冲突开始前高出近 20%。许多行业专家预计，由于美国基础设施支出的增加，油价将会上涨。</p>
<p>这对家庭预算来说是个挑战，但对投资者来说可能是一个积极的信号。以下是三只提供短期增长和长期价值组合的股票。</p>
<h2>Marathon Petroleum：无论油源来自何处，都能从重质原油中获利</h2>
<p>如果没有其他因素，投资者正在接受一堂地理课，解释石油是如何到达市场的。</p>
<p>这就是考虑 Marathon Petroleum Corp. NYSE: MPC 的核心原因。Marathon 是一家下游炼油商，公司的一项战术优势是其精炼重质原油的能力。</p>
<p>重质原油来自加拿大，最近几个月也来自委内瑞拉。Marathon 拥有精炼这种更厚重、酸性原油的设备，世界将需要这种原油。</p>
<p>来自委内瑞拉的原油流量增加的潜在好处可能尚未在 Marathon 的第一季度财报中完全反映出来——该财报在收入和利润方面均超出预期，但可能会在下个季度的报告中显现。</p>
<p>自财报发布以来，分析师们已提高了对 MPC 的目标价，最高的修正目标为 291 美元，来自高盛。这个数字比共识目标价 259 美元高出超过 10%。</p>
<p>MPC 的交易价格约为前瞻性收益的 8 倍。在许多油气股票以溢价交易时，这个倍数非常有吸引力。此外，投资者还获得了一个吸引人的股息，过去三年平均增长约 9.9%。</p>
<h2>Valero Energy：定位于捕捉全球原油重新调配</h2>
<p>Valero Energy Corp. NYSE: VLO 的案例是战略性和战术性的。</p>
<p>随着霍尔木兹海峡的关闭，各公司和国家并没有袖手旁观。他们正在寻找替代供应来源，这意味着将油轮送往美洲湾，Valero 很乐意为其补充燃料。Valero 也是一家可以精炼重质酸性原油的公司。</p>
<p>Valero 的 2026 年第一季度财报显示，收入和利润同比均有强劲增长。但与 Marathon 一样，来自重新调配的原油运输和更强的出口需求的潜在好处可能要等到下个季度的结果才能显现。</p>
<p>VLO 股票年初至今上涨超过 50%，这使得股票价格超过了共识目标价 237.94 美元。</p>
<p>然而，自公司于 4 月 30 日发布财报以来，一些分析师已提高了他们的目标价。TD Cowen 的目标价最高为 276 美元，意味着比共识目标价高出超过 15%。</p>
<p>Valero 的投资者还获得了安全的股息，目前每股年支付 4.80 美元，此前 Valero 在 2026 年 1 月将季度分红提高了超过 6%。</p>
<h2>Phillips 66：一个有发展空间的中游巨头</h2>
<p>Phillips 66 NYSE: PSX 提供了一些纯炼油商所没有的东西：一个跨越炼油、中游、化工和市场营销的多元化商业模式。</p>
<p>这种组合为 PSX 提供了一定的收益稳定性，可以在炼油利润收紧时充当缓冲。</p>
<p>随着霍尔木兹海峡的关闭重塑全球原油流动，Phillips 66 的墨西哥湾炼油资产和广泛的管道网络使其处于机会的正中。</p>
<p>与本名单上的其他公司一样，Phillips 66 发布了强劲的第一季度财报，但尚未考虑到霍尔木兹海峡冲突可能带来的任何潜在好处。</p>
<p>如前所述，这对 Phillips 66 来说可能是把双刃剑，但分析师的共识目标价为 185.61 美元，暗示约 8% 的潜在上涨空间。</p>
<p>PSX 的交易价格约为前瞻性收益的 10 倍，且约低于其共识目标价的 6%。此外，它支付的股息已连续增长 12 年。</p>
<h2>你现在应该投资 1000 美元在 Marathon Petroleum 吗？</h2>
<p>在考虑 Marathon Petroleum 之前，你会想听听这个。</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推荐给客户的股票。MarketBeat 已识别出五只顶级分析师正在悄悄建议客户现在购买的股票，以便在更广泛的市场注意到之前……而 Marathon Petroleum 并不在名单上。</p>
<p>虽然 Marathon Petroleum 目前在分析师中获得了中等买入评级，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>

菲利普66

马拉松石油

瓦莱罗能源

油气开采 ETF - SPDR

能源业 ETF - SPDR

炼油公司指数 ETF - VanEck Vectors

能源业 ETF - Vanguard

标普全球能源股指数 ETF - iShares

<p>随着伊朗停火后油价可能下跌，三只能源股票被认为是有吸引力的投资：马拉松石油、瓦莱罗能源和菲利普 66。马拉松以其精炼重质原油的能力而闻名，瓦莱罗则因捕捉重新定向的全球原油而受到关注，而菲利普 66 则以其多元化的商业模式而著称。分析师已提高了这些股票的目标价格，尽管预计油价将下跌，但仍显示出潜在的增长</p>

<p>The latest inflation numbers show the impact of higher energy prices on the U.S. economy. Even with many oil companies delivering record production, the supply-demand picture is creating higher prices for goods and services. It’s also good for energy stocks, many of which have reached multi-year highs.</p>
<div class="lb-trans"><p>最新的通胀数据表明，能源价格上涨对美国经济的影响。尽管许多石油公司创下了历史最高产量，但供需状况仍在推高商品和服务的价格。这对能源股票也是利好，许多股票已经达到了多年来的高点。</p>
</div><p>However, as difficult as it may be to consider, at some point, oil prices will come down, and they could come down quickly. That’s why now is the time to consider the energy stocks to own when oil prices begin to move lower.</p>
<div class="lb-trans"><p>然而，尽管考虑起来可能很困难，但在某个时刻，油价将会下跌，而且可能会迅速下跌。这就是为什么现在是考虑在油价开始下跌时应该持有的能源股票的时机。</p>
</div><p>Get <strong>Marathon Petroleum</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Marathon Petroleum</strong> 的提醒：</p>
</div><p>The correlation between energy stocks and the broader market illustrates the different expectations of traders and investors. Traders are chasing alpha, and that means moving in and out of oil and gas stocks to capitalize on fluctuating oil prices.</p>
<div class="lb-trans"><p>能源股票与更广泛市场之间的相关性说明了交易者和投资者的不同预期。交易者在追逐超额收益，这意味着他们在油气股票之间进出，以利用波动的油价。</p>
</div><p>Unfortunately, consumers won’t feel that impact right away. Even if oil moves to $80, it will still be trading nearly 20% higher than it was before the conflict started. And many industry experts anticipate that oil prices will rise due to increased infrastructure spending in the United States.</p>
<div class="lb-trans"><p>不幸的是，消费者不会立即感受到这种影响。即使油价上涨到 80 美元，仍然比冲突开始前高出近 20%。许多行业专家预计，由于美国基础设施支出的增加，油价将会上涨。</p>
</div><p>That’s tough for household budgets, but it could be a positive signal for investors. Here are three stocks that offer a combination of short-term growth and long-term value.</p>
<div class="lb-trans"><p>这对家庭预算来说是个挑战，但对投资者来说可能是一个积极的信号。以下是三只提供短期增长和长期价值组合的股票。</p>
</div><h2>Marathon Petroleum: Built to Profit From Heavy Crude No Matter Where It Comes From</h2>
<div class="lb-trans"><h2>Marathon Petroleum：无论油源来自何处，都能从重质原油中获利</h2>
</div><p>If nothing else, investors have been getting a geography lesson that explains where, and how, oil gets to market.</p>
<div class="lb-trans"><p>如果没有其他因素，投资者正在接受一堂地理课，解释石油是如何到达市场的。</p>
</div><p>That’s a core reason to consider Marathon Petroleum Corp. NYSE: MPC. Marathon is a downstream refiner, and one of the company's tactical advantages is its ability to refine heavy crude.</p>
<div class="lb-trans"><p>这就是考虑 Marathon Petroleum Corp. NYSE: MPC 的核心原因。Marathon 是一家下游炼油商，公司的一项战术优势是其精炼重质原油的能力。</p>
</div><p>Heavy crude comes to the United States from Canada and, in recent months, from Venezuela. Marathon has the equipment to refine this thicker, sour crude, which the world will need.</p>
<div class="lb-trans"><p>重质原油来自加拿大，最近几个月也来自委内瑞拉。Marathon 拥有精炼这种更厚重、酸性原油的设备，世界将需要这种原油。</p>
</div><p>Any potential benefit from increased Venezuelan crude flows likely would not yet have been fully reflected in Marathon’s first-quarter earnings report—which was a strong beat on the top and bottom lines—but would likely be evident in next quarter's report.</p>
<div class="lb-trans"><p>来自委内瑞拉的原油流量增加的潜在好处可能尚未在 Marathon 的第一季度财报中完全反映出来——该财报在收入和利润方面均超出预期，但可能会在下个季度的报告中显现。</p>
</div><p>Since the earnings release, analysts have been raising their price targets for MPC, with the highest revised target of $291 coming from Goldman Sachs. That number is over 10% higher than the consensus price target of $259.</p>
<div class="lb-trans"><p>自财报发布以来，分析师们已提高了对 MPC 的目标价，最高的修正目标为 291 美元，来自高盛。这个数字比共识目标价 259 美元高出超过 10%。</p>
</div><p>MPC trades at around 8x forward earnings. That multiple is very attractive when many oil and gas stocks are trading at a premium. Plus, investors get an attractive dividend that’s been increasing by an average of around 9.9% in the last three years.</p>
<div class="lb-trans"><p>MPC 的交易价格约为前瞻性收益的 8 倍。在许多油气股票以溢价交易时，这个倍数非常有吸引力。此外，投资者还获得了一个吸引人的股息，过去三年平均增长约 9.9%。</p>
</div><h2>Valero Energy: Positioned to Capture Global Crude Rerouting</h2>
<div class="lb-trans"><h2>Valero Energy：定位于捕捉全球原油重新调配</h2>
</div><p>The case for Valero Energy Corp. NYSE: VLO is strategic and tactical.</p>
<div class="lb-trans"><p>Valero Energy Corp. NYSE: VLO 的案例是战略性和战术性的。</p>
</div><p>Companies and countries aren’t standing idle as the Strait of Hormuz is closed. They’re looking for alternate supply sources, and that means sending tankers to the Gulf of America, where Valero is happy to refill them. Valero is another company that can refine heavy, sour crude.</p>
<div class="lb-trans"><p>随着霍尔木兹海峡的关闭，各公司和国家并没有袖手旁观。他们正在寻找替代供应来源，这意味着将油轮送往美洲湾，Valero 很乐意为其补充燃料。Valero 也是一家可以精炼重质酸性原油的公司。</p>
</div><p>Valero’s Q1 2026 earnings report showed strong year-over-year gains on the top and bottom lines. But, as was the case with Marathon, the potential benefit from rerouted crude shipments and stronger export demand likely won’t become evident until next quarter’s results.</p>
<div class="lb-trans"><p>Valero 的 2026 年第一季度财报显示，收入和利润同比均有强劲增长。但与 Marathon 一样，来自重新调配的原油运输和更强的出口需求的潜在好处可能要等到下个季度的结果才能显现。</p>
</div><p>VLO stock is up over 50% year-to-date, which has pushed the stock above the consensus price target of $237.94.</p>
<div class="lb-trans"><p>VLO 股票年初至今上涨超过 50%，这使得股票价格超过了共识目标价 237.94 美元。</p>
</div><p>However, since the company’s earnings report was released on April 30, some analysts have raised their price targets. TD Cowen has the highest price target of $276, implying an upside of more than 15% from the consensus.</p>
<div class="lb-trans"><p>然而，自公司于 4 月 30 日发布财报以来，一些分析师已提高了他们的目标价。TD Cowen 的目标价最高为 276 美元，意味着比共识目标价高出超过 15%。</p>
</div><p>Valero investors also get a safe dividend that now pays $4.80 per share annually after Valero increased the quarterly payout by over 6% in January 2026.</p>
<div class="lb-trans"><p>Valero 的投资者还获得了安全的股息，目前每股年支付 4.80 美元，此前 Valero 在 2026 年 1 月将季度分红提高了超过 6%。</p>
</div><h2>Phillips 66: A Midstream Powerhouse With Room to Run</h2>
<div class="lb-trans"><h2>Phillips 66：一个有发展空间的中游巨头</h2>
</div><p>Phillips 66 NYSE: PSX brings something to the table that pure-play refiners don't: a diversified business model that spans refining, midstream, chemicals, and marketing.</p>
<div class="lb-trans"><p>Phillips 66 NYSE: PSX 提供了一些纯炼油商所没有的东西：一个跨越炼油、中游、化工和市场营销的多元化商业模式。</p>
</div><p>That mix gives PSX a measure of earnings stability that can act as a cushion when refining margins tighten.</p>
<div class="lb-trans"><p>这种组合为 PSX 提供了一定的收益稳定性，可以在炼油利润收紧时充当缓冲。</p>
</div><p>And with the Strait of Hormuz closure reshaping global crude flows, Phillips 66's Gulf Coast refining assets and extensive pipeline network put it squarely in the path of opportunity.</p>
<div class="lb-trans"><p>随着霍尔木兹海峡的关闭重塑全球原油流动，Phillips 66 的墨西哥湾炼油资产和广泛的管道网络使其处于机会的正中。</p>
</div><p>Like the other names on this list, Phillips 66 delivered a strong Q1 earnings report that doesn’t yet account for any potential benefits from the conflict in the Strait of Hormuz.</p>
<div class="lb-trans"><p>与本名单上的其他公司一样，Phillips 66 发布了强劲的第一季度财报，但尚未考虑到霍尔木兹海峡冲突可能带来的任何潜在好处。</p>
</div><p>As noted, this could be a double-edged sword for Phillips 66, but analysts have a consensus price target of $185.61, suggesting a potential upside of around 8%.</p>
<div class="lb-trans"><p>如前所述，这对 Phillips 66 来说可能是把双刃剑，但分析师的共识目标价为 185.61 美元，暗示约 8% 的潜在上涨空间。</p>
</div><p>PSX trades at an attractive forward multiple of around 10x earnings, and about 6% below its consensus price target. Plus, it pays a dividend that’s been growing for 12 consecutive years.</p>
<div class="lb-trans"><p>PSX 的交易价格约为前瞻性收益的 10 倍，且约低于其共识目标价的 6%。此外，它支付的股息已连续增长 12 年。</p>
</div><h2>Should You Invest $1,000 in Marathon Petroleum Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Marathon Petroleum 吗？</h2>
</div><p>Before you consider Marathon Petroleum, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Marathon Petroleum 之前，你会想听听这个。</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 Marathon Petroleum 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推荐给客户的股票。MarketBeat 已识别出五只顶级分析师正在悄悄建议客户现在购买的股票，以便在更广泛的市场注意到之前……而 Marathon Petroleum 并不在名单上。</p>
</div><p>While Marathon Petroleum currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Marathon Petroleum 目前在分析师中获得了中等买入评级，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>
</div>

Iran Ceasefire Trade: 3 Energy Stocks to Own if Oil Falls to $80

Market Beat

高盛

GS Hldg R

伊朗停火交易：若油价跌至 80 美元，值得持有的 3 只能源股票