<p>能源股票一直在上涨，但该行业并非每个公司都在讲述同样的故事。Altimetry Research 的 Rob Spivey 和 Joel Litman 认为，市场误解了推动这一走势的因素，更重要的是，哪些股票有望受益。</p>
<p>美国的钻井平台数量在几年内首次上升。在经历了一段长期的下降期后，国内石油生产的低迷使得页岩钻探变得不再盈利，能源公司开始在地面上投入新的钻井平台。Spivey 和 Litman 认为，这并不是对地缘政治紧张局势的反应，而是加速了已经在进行中的结构性变化。</p>
<p>这一背景远不止于伊朗。自 2022 年以来，美国企业已重新部署了约五万亿美元用于国内硬资产——工厂、化工厂、供应中心以及需要显著更多能源来运行的基础设施。关税压力正在推动更多制造业回流。人工智能数据中心的建设正在加速。所有这些都需要更多的石油、天然气和电力。</p>
<p>此外，经过多年的钻探但未完工的井（称为 DUCs）库存已大幅减少。行业依赖的新钻探缓冲几乎消失。中东的地缘政治动荡，包括海湾地区液化天然气基础设施的损坏，并没有造成这种动态，而只是将其提前。</p>
<p>结果是：能源选择行业 SPDR 基金 NYSEARCA: XLE 在 2026 年迄今为止的表现大幅超过标准普尔 500 指数，即使个别股票仍远低于近期高点。Spivey 和 Litman 认为，这一差距正是机会所在。</p>
<h2>成为电网的水力压裂舰队</h2>
<p>ProPetro Holding NYSE: PUMP 是一家完井服务公司，属于在钻井完成后介入的业务，处理压裂、固井以及使井口投入生产所需的一切。过去几年，由于活动放缓和 DUC 供应缓冲需求，该业务的运营环境一直很困难。</p>
<p>ProPetro 通过将部分发电机组转向更直接盈利的方向做出了回应：为人工智能数据中心供电。</p>
<p>该公司的 ProPWR 部门与超大规模数据中心运营商签署了长期电力供应协议，合同期限可长达十年。这一稳定的高利润收入流已经在数字中显现，并正在改变投资者对该业务的看法。ProPetro 不再仅仅与石油和天然气钻探周期挂钩。</p>
<p>从这里开始，情况变得更加有趣。随着新钻井建设的加速，对完井服务的需求收紧，而 ProPetro 可用的舰队已经部分承诺给数据中心合同。Spivey 认为，这一供应限制将推动日费率上涨——在已经进入的电力收入之上形成了有意义的顺风。</p>
<p>根据 Altimetry 的统一会计分析，市场目前对该公司的资产回报率定价在 5-10% 之间。Spivey 认为，数据中心需求与石油和天然气投资周期的结合可能会将这一数字显著推高——而该股票仍然低于近期高点，代表了一个更好的切入点，因为市场尚未完全重新评估该公司。</p>
<h2>美国每个钻井背后的名字</h2>
<p>如果 ProPetro 是一家专业公司，Baker Hughes Nasdaq: BKR 则无处不在。整个石油和天然气行业每周关注的钻井平台数据？Baker Hughes 发布的。重建中东出口能力和扩大美国液化天然气出口所需的液化设备？Baker Hughes 是为数不多的供应商之一。</p>
<p>几乎任何全球能源投资增加所需的钻探硬件、完井工具和海底系统？Baker Hughes 都参与其中。</p>
<p>该公司还涉及地热能源开发——一个不断增长的领域，钻探专业知识直接转化为热提取的钻孔。Baker Hughes 对专注于地热的 Baseload Capital 进行了战略投资，并一直在扩展该业务。</p>
<p>在统一会计基础上，Altimetry 估计 Baker Hughes 的实际资产回报率接近 15%——是标准 GAAP 指标所暗示的两倍多。市场目前对其定价约为 10%。Spivey 认为，随着液化天然气基础设施重建、美国能源投资和更广泛的电力建设通过 Baker Hughes 的订单簿，差距将会缩小。</p>
<p>该股票已从近期高点回落，Spivey 将其描述为市场对与霍尔木兹相关的油价担忧的过度反应，而不是重新评估公司的结构性地位。</p>
<h2>市场尚未跟上的完井强者</h2>
<p>Liberty Energy NYSE: LBRT 是美国最大的完井服务提供商——比 ProPetro 更大，并且正在执行几乎相同的战略转型。其 Liberty Power Innovations 子公司现在作为分布式电力供应商运营，与数据中心开发商签署协议，直接在现场提供长期的公用事业规模电力。</p>
<p>这些交易是相当可观的。Liberty 已与 Vantage Data Centers 签署了一项一吉瓦的电力开发协议，并与另一家数据中心开发商达成了 330 兆瓦的德克萨斯州扩展预留协议。</p>
<p>这些是与大型对手的长期合同，收益特征与定义传统油田服务的短周期完井工作截然不同——而市场尚未跟上。Litman 指出，当 2022-2023 年最后一次石油和天然气投资高峰到来时，Liberty 的资产回报率攀升至约 20%。如今，该股票的定价仿佛这一水平永久性地被排除在外。</p>
<p>由于设备老化导致的压裂能力收紧、锁定持久收入的电力合同以及可能加速的新钻探周期，Spivey 认为这一理论的实现速度超出大多数人的预期，并且由于页岩活动迅速传导至供应链，盈利也会很快显现。</p>
<h2>皇家加勒比无法通过涨价来应对的逆风</h2>
<p>并不是每家公司都能从燃料成本上升中获得顺风。</p>
<p>皇家加勒比邮轮 NYSE: RCL 自疫情低点以来实现了强劲复苏。Litman 对此给予了公司充分的肯定。但在当前估值下，股价在从 360 美元以上下跌至约 285 美元后，他认为该股票仍然隐含着未来几年盈利能力提升的预期。</p>
<p>燃料是邮轮公司最大的运营支出之一，皇家加勒比预计 2026 年的全年燃料费用将达到 13.5 亿美元，价格上涨将对每股收益造成显著压力。</p>
<p>Litman 的担忧并不是皇家加勒比是一家糟糕的公司，而是股价已经反映了燃料成本上升的潜在收益，而消费者的成本敏感性日益增强，使得实现这些收益变得困难。对于那些将回调视为入场机会的投资者，他建议保持耐心。</p>
<h2>对乘客友好但对投资者残酷的航空公司</h2>
<p>捷蓝航空 Nasdaq: JBLU 是另一种问题。与皇家加勒比不同，捷蓝航空从 2020-2021 年并没有完全恢复。在统一会计基础上，资产回报率在疫情期间变为负值，并且一直保持负值，而大多数其他航空公司已经恢复盈利。</p>
<p>Spirit Airlines 的倒闭给捷蓝航空带来了短期的提振，因为交易者预期市场份额的增长，股价也有所反弹。</p>
<p>但 Litman 将此视为掩盖更深层次结构性问题的催化剂：捷蓝航空提供的产品在质量上与高端航空公司竞争，而定价却更接近于预算航空公司，这种组合对消费者有利，但对利润率构成结构性挑战。</p>
<p>再加上持续的燃料成本压力，他认为该股从五年前下跌超过 70% 后，当前价格仍然不具吸引力。</p>
<h2>交易背后的交易</h2>
<p>能源行业的抛售是对头条新闻的反应。Spivey 和 Litman 所描述的 “铲子和镐” 布局是对更持久的事物的反应：工业再投资、人工智能基础设施建设和国内能源能力多年投资不足的融合。那些获得建设基础设施报酬的公司已经在收取收入。问题是市场是在数字显示之前还是之后将其定价。</p>
<h2>你现在应该投资 1000 美元在 ProPetro 吗？</h2>
<p>在考虑 ProPetro 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推荐给客户的股票。MarketBeat 已经识别出五只顶级分析师悄悄向客户推荐的股票，建议在更广泛的市场注意到之前买入……而 ProPetro 并不在名单上。</p>
<p>虽然 ProPetro 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>

ProPetro控股

LBRT

<p>Altimetry Research 分析师建议购买能源股票 ProPetro (PUMP)、Baker Hughes (BKR) 和 Liberty Energy (LBRT)，同时卖出另外两只股票。他们认为，美国钻机数量的增加是由于结构性因素，如陆上制造业、人工智能数据中心的电力需求以及耗尽的 DUC 缓冲，而不仅仅是地缘政治因素。PUMP 受益于数据中心合同；BKR 从液化天然气和地热能源中获益；LBRT 是顶级的完井服务提供商</p>

<p>Energy stocks have been on a tear, but not every name in the sector is telling the same story. Rob Spivey and Joel Litman of Altimetry Research believe the market is misreading what's driving the move, and more importantly, which stocks are positioned to benefit.</p>
<div class="lb-trans"><p>能源股票一直在上涨，但该行业并非每个公司都在讲述同样的故事。Altimetry Research 的 Rob Spivey 和 Joel Litman 认为，市场误解了推动这一走势的因素，更重要的是，哪些股票有望受益。</p>
</div><p>U.S. rig counts are rising for the first time in several years. After a prolonged period of decline, when domestic oil production was depressed enough that shale drilling simply wasn't profitable, energy companies are putting new rigs in the ground. Spivey and Litman argue this isn't a knee-jerk reaction to geopolitical tension. It's the acceleration of something structural that was already in motion.</p>
<div class="lb-trans"><p>美国的钻井平台数量在几年内首次上升。在经历了一段长期的下降期后，国内石油生产的低迷使得页岩钻探变得不再盈利，能源公司开始在地面上投入新的钻井平台。Spivey 和 Litman 认为，这并不是对地缘政治紧张局势的反应，而是加速了已经在进行中的结构性变化。</p>
</div><p>The backdrop goes well beyond Iran. Since roughly 2022, U.S. corporates have redeployed an estimated five trillion dollars into domestic hard assets—factories, chemical plants, supply centers, and infrastructure that requires significantly more energy to run. Tariff pressures are pushing more manufacturing onshore. AI data center construction is accelerating. All of it demands more oil, more natural gas, and more power.</p>
<div class="lb-trans"><p>这一背景远不止于伊朗。自 2022 年以来，美国企业已重新部署了约五万亿美元用于国内硬资产——工厂、化工厂、供应中心以及需要显著更多能源来运行的基础设施。关税压力正在推动更多制造业回流。人工智能数据中心的建设正在加速。所有这些都需要更多的石油、天然气和电力。</p>
</div><p>On top of that, a years-long inventory of drilled but uncompleted wells—known as DUCs—has largely been drawn down. The buffer the industry relied on to avoid new drilling is nearly gone. The geopolitical disruption in the Middle East, including damage to LNG infrastructure in the Gulf region, didn't create this dynamic. It just pulled it forward.</p>
<div class="lb-trans"><p>此外，经过多年的钻探但未完工的井（称为 DUCs）库存已大幅减少。行业依赖的新钻探缓冲几乎消失。中东的地缘政治动荡，包括海湾地区液化天然气基础设施的损坏，并没有造成这种动态，而只是将其提前。</p>
</div><p>The result: Energy Select Sector SPDR Fund NYSEARCA: XLE has outperformed the S&amp;P 500 year-to-date in 2026 by a wide margin, even as individual names remain well off recent highs. That gap, Spivey and Litman argue, is exactly where the opportunity is.</p>
<div class="lb-trans"><p>结果是：能源选择行业 SPDR 基金 NYSEARCA: XLE 在 2026 年迄今为止的表现大幅超过标准普尔 500 指数，即使个别股票仍远低于近期高点。Spivey 和 Litman 认为，这一差距正是机会所在。</p>
</div><h2>The Fracking Fleet That Became a Power Grid</h2>
<div class="lb-trans"><h2>成为电网的水力压裂舰队</h2>
</div><p>ProPetro Holding NYSE: PUMP is a completion services company, the kind of business that steps in after the hole is drilled, handling fracking, cementing, and everything needed to bring a well online. It's been a difficult operating environment for that business over the past few years as activity slowed and the DUC supply cushioned demand.</p>
<div class="lb-trans"><p>ProPetro Holding NYSE: PUMP 是一家完井服务公司，属于在钻井完成后介入的业务，处理压裂、固井以及使井口投入生产所需的一切。过去几年，由于活动放缓和 DUC 供应缓冲需求，该业务的运营环境一直很困难。</p>
</div><p>ProPetro responded by redirecting part of its generator fleet toward something more immediately lucrative: powering AI data centers.</p>
<div class="lb-trans"><p>ProPetro 通过将部分发电机组转向更直接盈利的方向做出了回应：为人工智能数据中心供电。</p>
</div><p>The company's ProPWR division has signed long-term power supply agreements with hyperscale data center operators, with contracts that can extend up to a decade. That stable, high-margin revenue stream is already showing up in the numbers, and it's changing how investors should think about the business. ProPetro is no longer purely tied to the oil and gas drilling cycle.</p>
<div class="lb-trans"><p>该公司的 ProPWR 部门与超大规模数据中心运营商签署了长期电力供应协议，合同期限可长达十年。这一稳定的高利润收入流已经在数字中显现，并正在改变投资者对该业务的看法。ProPetro 不再仅仅与石油和天然气钻探周期挂钩。</p>
</div><p>The setup gets more interesting from here. As new rig construction accelerates, demand for completion services tightens while ProPetro's available fleet is already partially committed to data center contracts. Spivey sees that supply constraint driving day rates higher—a meaningful tailwind on top of the power revenue already coming in.</p>
<div class="lb-trans"><p>从这里开始，情况变得更加有趣。随着新钻井建设的加速，对完井服务的需求收紧，而 ProPetro 可用的舰队已经部分承诺给数据中心合同。Spivey 认为，这一供应限制将推动日费率上涨——在已经进入的电力收入之上形成了有意义的顺风。</p>
</div><p>The market is currently pricing the company's return on assets at 5-10%, according to Altimetry's uniform accounting analysis. Spivey's view is that the combination of data center demand and an oil and gas investment cycle could push that figure significantly higher—and the stock remains off recent highs, representing a better entry point for a company the market hasn't fully re-rated yet.</p>
<div class="lb-trans"><p>根据 Altimetry 的统一会计分析，市场目前对该公司的资产回报率定价在 5-10% 之间。Spivey 认为，数据中心需求与石油和天然气投资周期的结合可能会将这一数字显著推高——而该股票仍然低于近期高点，代表了一个更好的切入点，因为市场尚未完全重新评估该公司。</p>
</div><h2>The Name Behind Every Rig in America</h2>
<div class="lb-trans"><h2>美国每个钻井背后的名字</h2>
</div><p>If ProPetro is a specialist, Baker Hughes Nasdaq: BKR is everywhere. The rig count data the entire oil and gas industry watches weekly? Baker Hughes publishes it. The LNG liquefaction equipment needed to rebuild Middle East export capacity and expand U.S. LNG exports? Baker Hughes is one of the only suppliers.</p>
<div class="lb-trans"><p>如果 ProPetro 是一家专业公司，Baker Hughes Nasdaq: BKR 则无处不在。整个石油和天然气行业每周关注的钻井平台数据？Baker Hughes 发布的。重建中东出口能力和扩大美国液化天然气出口所需的液化设备？Baker Hughes 是为数不多的供应商之一。</p>
</div><p>The drilling hardware, completion tools, and subsea systems that underpin virtually any increase in global energy investment? Baker Hughes is involved.</p>
<div class="lb-trans"><p>几乎任何全球能源投资增加所需的钻探硬件、完井工具和海底系统？Baker Hughes 都参与其中。</p>
</div><p>The company also has exposure to geothermal energy development—a growing area where the drilling expertise that defines oilfield services directly translates into drilling holes for heat extraction. Baker Hughes made a strategic investment in geothermal-focused Baseload Capital and has been building out that side of the business.</p>
<div class="lb-trans"><p>该公司还涉及地热能源开发——一个不断增长的领域，钻探专业知识直接转化为热提取的钻孔。Baker Hughes 对专注于地热的 Baseload Capital 进行了战略投资，并一直在扩展该业务。</p>
</div><p>On a uniform accounting basis, Altimetry estimates Baker Hughes' actual return on assets is closer to 15%—more than double what standard GAAP metrics suggest. The market is currently pricing it at around 10%. Spivey sees that gap closing as LNG infrastructure rebuilding, U.S. energy investment, and the broader power build-out run through Baker Hughes' order book.</p>
<div class="lb-trans"><p>在统一会计基础上，Altimetry 估计 Baker Hughes 的实际资产回报率接近 15%——是标准 GAAP 指标所暗示的两倍多。市场目前对其定价约为 10%。Spivey 认为，随着液化天然气基础设施重建、美国能源投资和更广泛的电力建设通过 Baker Hughes 的订单簿，差距将会缩小。</p>
</div><p>The stock has pulled back from recent highs, which Spivey characterizes as the market overreacting to Hormuz-linked oil price concerns rather than reassessing the company's structural position.</p>
<div class="lb-trans"><p>该股票已从近期高点回落，Spivey 将其描述为市场对与霍尔木兹相关的油价担忧的过度反应，而不是重新评估公司的结构性地位。</p>
</div><h2>The Completion Powerhouse the Market Hasn't Caught Up To</h2>
<div class="lb-trans"><h2>市场尚未跟上的完井强者</h2>
</div><p>Liberty Energy NYSE: LBRT is the largest completion services provider in the United States—bigger than ProPetro, and executing an almost identical strategic pivot. Its Liberty Power Innovations subsidiary is now operating as a distributed power provider, signing agreements with data center developers to deliver long-term, utility-scale power directly at the site.</p>
<div class="lb-trans"><p>Liberty Energy NYSE: LBRT 是美国最大的完井服务提供商——比 ProPetro 更大，并且正在执行几乎相同的战略转型。其 Liberty Power Innovations 子公司现在作为分布式电力供应商运营，与数据中心开发商签署协议，直接在现场提供长期的公用事业规模电力。</p>
</div><p>The deals are substantial. Liberty has announced a one-gigawatt power development agreement with Vantage Data Centers and a 330-megawatt reservation with a separate data center developer for a Texas expansion.</p>
<div class="lb-trans"><p>这些交易是相当可观的。Liberty 已与 Vantage Data Centers 签署了一项一吉瓦的电力开发协议，并与另一家数据中心开发商达成了 330 兆瓦的德克萨斯州扩展预留协议。</p>
</div><p>These are long-duration contracts with large counterparties, a very different earnings profile than the shorter-cycle completion work that defines traditional oilfield services—and the market hasn't caught up. Litman points out that when the last oil and gas investment spike hit in 2022-2023, Liberty's return on assets climbed to roughly 20%. Today, the stock is priced as though that level is permanently off the table.</p>
<div class="lb-trans"><p>这些是与大型对手的长期合同，收益特征与定义传统油田服务的短周期完井工作截然不同——而市场尚未跟上。Litman 指出，当 2022-2023 年最后一次石油和天然气投资高峰到来时，Liberty 的资产回报率攀升至约 20%。如今，该股票的定价仿佛这一水平永久性地被排除在外。</p>
</div><p>With frac capacity tightening due to equipment attrition, power contracts locking in durable revenue, and a new drilling cycle potentially accelerating, Spivey sees the thesis playing out faster than most expect—and showing up in earnings quickly, given how rapidly shale activity translates through the supply chain.</p>
<div class="lb-trans"><p>由于设备老化导致的压裂能力收紧、锁定持久收入的电力合同以及可能加速的新钻探周期，Spivey 认为这一理论的实现速度超出大多数人的预期，并且由于页岩活动迅速传导至供应链，盈利也会很快显现。</p>
</div><h2>The Headwind Royal Caribbean Can't Raise Prices to Outrun</h2>
<div class="lb-trans"><h2>皇家加勒比无法通过涨价来应对的逆风</h2>
</div><p>Not every company gets a tailwind from rising fuel costs.</p>
<div class="lb-trans"><p>并不是每家公司都能从燃料成本上升中获得顺风。</p>
</div><p>Royal Caribbean Cruises NYSE: RCL has executed a strong recovery since the pandemic lows. Litman gives the company full credit for that. But at current valuations, with shares trading around $285 after falling from above $360, he argues the stock still embeds expectations for increasing profitability over the next several years.</p>
<div class="lb-trans"><p>皇家加勒比邮轮 NYSE: RCL 自疫情低点以来实现了强劲复苏。Litman 对此给予了公司充分的肯定。但在当前估值下，股价在从 360 美元以上下跌至约 285 美元后，他认为该股票仍然隐含着未来几年盈利能力提升的预期。</p>
</div><p>Fuel is one of the largest operating expenses for a cruise line, and Royal Caribbean projected a $1.35 billion full-year fuel bill for 2026, with elevated prices creating a meaningful per-share earnings headwind.</p>
<div class="lb-trans"><p>燃料是邮轮公司最大的运营支出之一，皇家加勒比预计 2026 年的全年燃料费用将达到 13.5 亿美元，价格上涨将对每股收益造成显著压力。</p>
</div><p>Litman's concern isn't that Royal Caribbean is a bad company. It's that the stock prices in upside that elevated fuel costs, along with a consumer that's increasingly cost-sensitive, make it difficult to deliver. For investors eyeing the pullback as an entry point, he'd counsel patience.</p>
<div class="lb-trans"><p>Litman 的担忧并不是皇家加勒比是一家糟糕的公司，而是股价已经反映了燃料成本上升的潜在收益，而消费者的成本敏感性日益增强，使得实现这些收益变得困难。对于那些将回调视为入场机会的投资者，他建议保持耐心。</p>
</div><h2>The Airline That's Great for Passengers and Brutal for Investors</h2>
<div class="lb-trans"><h2>对乘客友好但对投资者残酷的航空公司</h2>
</div><p>JetBlue Airways Nasdaq: JBLU is a different kind of problem. Unlike Royal Caribbean, JetBlue never fully recovered from 2020-2021. On a uniform accounting basis, return on assets went negative during the pandemic and has remained negative, while most other airlines have returned to profitability.</p>
<div class="lb-trans"><p>捷蓝航空 Nasdaq: JBLU 是另一种问题。与皇家加勒比不同，捷蓝航空从 2020-2021 年并没有完全恢复。在统一会计基础上，资产回报率在疫情期间变为负值，并且一直保持负值，而大多数其他航空公司已经恢复盈利。</p>
</div><p>The collapse of Spirit Airlines has given JetBlue a short-term boost as traders anticipate market share gains, and the stock has bounced.</p>
<div class="lb-trans"><p>Spirit Airlines 的倒闭给捷蓝航空带来了短期的提振，因为交易者预期市场份额的增长，股价也有所反弹。</p>
</div><p>But Litman frames that as a catalyst masking deeper structural issues: JetBlue delivers a product that competes with premium carriers in quality while pricing closer to budget carriers, a combination that's good for consumers and structurally challenging for margins.</p>
<div class="lb-trans"><p>但 Litman 将此视为掩盖更深层次结构性问题的催化剂：捷蓝航空提供的产品在质量上与高端航空公司竞争，而定价却更接近于预算航空公司，这种组合对消费者有利，但对利润率构成结构性挑战。</p>
</div><p>Add persistent fuel-cost headwinds, and the stock's 70%+ decline from five years ago still doesn't make the current price compelling in his view.</p>
<div class="lb-trans"><p>再加上持续的燃料成本压力，他认为该股从五年前下跌超过 70% 后，当前价格仍然不具吸引力。</p>
</div><h2>The Trade Behind the Trade</h2>
<div class="lb-trans"><h2>交易背后的交易</h2>
</div><p>The energy sector selloff is a reaction to headlines. The picks-and-shovels setup Spivey and Litman are describing is a response to something more durable: the convergence of industrial reinvestment, AI infrastructure buildout, and years of underinvestment in domestic energy capacity. The companies getting paid to build that infrastructure are already collecting revenue. The question is whether the market prices that in before or after it shows up in the numbers.</p>
<div class="lb-trans"><p>能源行业的抛售是对头条新闻的反应。Spivey 和 Litman 所描述的 “铲子和镐” 布局是对更持久的事物的反应：工业再投资、人工智能基础设施建设和国内能源能力多年投资不足的融合。那些获得建设基础设施报酬的公司已经在收取收入。问题是市场是在数字显示之前还是之后将其定价。</p>
</div><h2>Should You Invest $1,000 in ProPetro Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 ProPetro 吗？</h2>
</div><p>Before you consider ProPetro, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 ProPetro 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 ProPetro 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 已经识别出五只顶级分析师悄悄向客户推荐的股票，建议在更广泛的市场注意到之前买入……而 ProPetro 并不在名单上。</p>
</div><p>While ProPetro 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 ProPetro 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>

The Energy Trade Is Bigger Than Oil Prices: 3 Stocks to Buy and 2 to Sell

能源交易的影响超过油价：建议买入 3 只股票，卖出 2 只股票