---
title: "公用事業因週期性偏見下跌 - 公用事業綜述"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/285778841.md"
description: "電力生產商的股票下跌，因為交易者將注意力轉向科技和週期性行業。投資者還在關注美伊和平談判。BTIG 的分析師 Alex Kania 指出，油價上漲可能導致電價下降，因為增加的石油生產可能會提升天然氣供應，而天然氣對美國電價至關重要"
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)
---

# 公用事業因週期性偏見下跌 - 公用事業綜述

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.

### 相關股票

- [.DJU.US](https://longbridge.com/zh-HK/quote/.DJU.US.md)
- [IDU.US](https://longbridge.com/zh-HK/quote/IDU.US.md)
- [VPU.US](https://longbridge.com/zh-HK/quote/VPU.US.md)
- [XLU.US](https://longbridge.com/zh-HK/quote/XLU.US.md)

## 相關資訊與研究

- [搶攻 AI 資料中心商機！NextEra 砸 668 億美元收購 Dominion 創電力業紀錄](https://longbridge.com/zh-HK/news/286801102.md)
- [美電力業最大併購案出現！美國電力 ETF 長線吸金 受益人數創新高](https://longbridge.com/zh-HK/news/286898960.md)
- [亞德諾半導體砸 15 億美元收購 Empower 擴大 AI 電力佈局](https://longbridge.com/zh-HK/news/286989779.md)
- [10 月電價要漲了嗎？龔明鑫：有兩大原則，將為中油台電向政院爭取補貼](https://longbridge.com/zh-HK/news/287000925.md)
- [官方力推算電協同 陸「虛擬電廠」迎多地開花](https://longbridge.com/zh-HK/news/286905934.md)