<p>最新的通脹數據表明，能源價格上漲對美國經濟的影響。儘管許多石油公司創下了歷史最高產量，但供需狀況仍在推高商品和服務的價格。這對能源股票也是利好，許多股票已經達到了多年來的高點。</p>
<p>然而，儘管考慮起來可能很困難，但在某個時刻，油價將會下跌，而且可能會迅速下跌。這就是為什麼現在是考慮在油價開始下跌時應該持有的能源股票的時機。</p>
<p>獲取 <strong>Marathon Petroleum</strong> 的提醒：</p>
<p>能源股票與更廣泛市場之間的相關性説明了交易者和投資者的不同預期。交易者在追逐超額收益，這意味着他們在油氣股票之間進出，以利用波動的油價。</p>
<p>不幸的是，消費者不會立即感受到這種影響。即使油價上漲到 80 美元，仍然比衝突開始前高出近 20%。許多行業專家預計，由於美國基礎設施支出的增加，油價將會上漲。</p>
<p>這對家庭預算來説是個挑戰，但對投資者來説可能是一個積極的信號。以下是三隻提供短期增長和長期價值組合的股票。</p>
<h2>Marathon Petroleum：無論油源來自何處，都能從重質原油中獲利</h2>
<p>如果沒有其他因素，投資者正在接受一堂地理課，解釋石油是如何到達市場的。</p>
<p>這就是考慮 Marathon Petroleum Corp. NYSE: MPC 的核心原因。Marathon 是一家下游煉油商，公司的一項戰術優勢是其精煉重質原油的能力。</p>
<p>重質原油來自加拿大，最近幾個月也來自委內瑞拉。Marathon 擁有精煉這種更厚重、酸性原油的設備，世界將需要這種原油。</p>
<p>來自委內瑞拉的原油流量增加的潛在好處可能尚未在 Marathon 的第一季度財報中完全反映出來——該財報在收入和利潤方面均超出預期，但可能會在下個季度的報告中顯現。</p>
<p>自財報發佈以來，分析師們已提高了對 MPC 的目標價，最高的修正目標為 291 美元，來自高盛。這個數字比共識目標價 259 美元高出超過 10%。</p>
<p>MPC 的交易價格約為前瞻性收益的 8 倍。在許多油氣股票以溢價交易時，這個倍數非常有吸引力。此外，投資者還獲得了一個吸引人的股息，過去三年平均增長約 9.9%。</p>
<h2>Valero Energy：定位於捕捉全球原油重新調配</h2>
<p>Valero Energy Corp. NYSE: VLO 的案例是戰略性和戰術性的。</p>
<p>隨着霍爾木茲海峽的關閉，各公司和國家並沒有袖手旁觀。他們正在尋找替代供應來源，這意味着將油輪送往美洲灣，Valero 很樂意為其補充燃料。Valero 也是一家可以精煉重質酸性原油的公司。</p>
<p>Valero 的 2026 年第一季度財報顯示，收入和利潤同比均有強勁增長。但與 Marathon 一樣，來自重新調配的原油運輸和更強的出口需求的潛在好處可能要等到下個季度的結果才能顯現。</p>
<p>VLO 股票年初至今上漲超過 50%，這使得股票價格超過了共識目標價 237.94 美元。</p>
<p>然而，自公司於 4 月 30 日發佈財報以來，一些分析師已提高了他們的目標價。TD Cowen 的目標價最高為 276 美元，意味着比共識目標價高出超過 15%。</p>
<p>Valero 的投資者還獲得了安全的股息，目前每股年支付 4.80 美元，此前 Valero 在 2026 年 1 月將季度分紅提高了超過 6%。</p>
<h2>Phillips 66：一個有發展空間的中游巨頭</h2>
<p>Phillips 66 NYSE: PSX 提供了一些純煉油商所沒有的東西：一個跨越煉油、中游、化工和市場營銷的多元化商業模式。</p>
<p>這種組合為 PSX 提供了一定的收益穩定性，可以在煉油利潤收緊時充當緩衝。</p>
<p>隨着霍爾木茲海峽的關閉重塑全球原油流動，Phillips 66 的墨西哥灣煉油資產和廣泛的管道網絡使其處於機會的正中。</p>
<p>與本名單上的其他公司一樣，Phillips 66 發佈了強勁的第一季度財報，但尚未考慮到霍爾木茲海峽衝突可能帶來的任何潛在好處。</p>
<p>如前所述，這對 Phillips 66 來説可能是把雙刃劍，但分析師的共識目標價為 185.61 美元，暗示約 8% 的潛在上漲空間。</p>
<p>PSX 的交易價格約為前瞻性收益的 10 倍，且約低於其共識目標價的 6%。此外，它支付的股息已連續增長 12 年。</p>
<h2>你現在應該投資 1000 美元在 Marathon Petroleum 嗎？</h2>
<p>在考慮 Marathon Petroleum 之前，你會想聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦給客户的股票。MarketBeat 已識別出五隻頂級分析師正在悄悄建議客户現在購買的股票，以便在更廣泛的市場注意到之前……而 Marathon Petroleum 並不在名單上。</p>
<p>雖然 Marathon Petroleum 目前在分析師中獲得了中等買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
<p>在這裏查看這五隻股票</p>

菲利普66

馬拉松石油

瓦萊羅能源

油氣開採 ETF - SPDR

能源業 ETF - SPDR

煉油公司指數 ETF - VanEck Vectors

能源業 ETF - Vanguard

標普全球能源股指數 ETF - iShares

<p>隨着伊朗停火後油價可能下跌，三隻能源股票被認為是有吸引力的投資：馬拉松石油、瓦萊羅能源和菲利普 66。馬拉松以其精煉重質原油的能力而聞名，瓦萊羅則因捕捉重新定向的全球原油而受到關注，而菲利普 66 則以其多元化的商業模式而著稱。分析師已提高了這些股票的目標價格，儘管預計油價將下跌，但仍顯示出潛在的增長</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>最新的通脹數據表明，能源價格上漲對美國經濟的影響。儘管許多石油公司創下了歷史最高產量，但供需狀況仍在推高商品和服務的價格。這對能源股票也是利好，許多股票已經達到了多年來的高點。</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，儘管考慮起來可能很困難，但在某個時刻，油價將會下跌，而且可能會迅速下跌。這就是為什麼現在是考慮在油價開始下跌時應該持有的能源股票的時機。</p>
</div><p>Get <strong>Marathon Petroleum</strong> alerts:</p>
<div class="lb-trans"><p>獲取 <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>能源股票與更廣泛市場之間的相關性説明了交易者和投資者的不同預期。交易者在追逐超額收益，這意味着他們在油氣股票之間進出，以利用波動的油價。</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，消費者不會立即感受到這種影響。即使油價上漲到 80 美元，仍然比衝突開始前高出近 20%。許多行業專家預計，由於美國基礎設施支出的增加，油價將會上漲。</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>這對家庭預算來説是個挑戰，但對投資者來説可能是一個積極的信號。以下是三隻提供短期增長和長期價值組合的股票。</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：無論油源來自何處，都能從重質原油中獲利</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>如果沒有其他因素，投資者正在接受一堂地理課，解釋石油是如何到達市場的。</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>這就是考慮 Marathon Petroleum Corp. NYSE: MPC 的核心原因。Marathon 是一家下游煉油商，公司的一項戰術優勢是其精煉重質原油的能力。</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>重質原油來自加拿大，最近幾個月也來自委內瑞拉。Marathon 擁有精煉這種更厚重、酸性原油的設備，世界將需要這種原油。</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>來自委內瑞拉的原油流量增加的潛在好處可能尚未在 Marathon 的第一季度財報中完全反映出來——該財報在收入和利潤方面均超出預期，但可能會在下個季度的報告中顯現。</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>自財報發佈以來，分析師們已提高了對 MPC 的目標價，最高的修正目標為 291 美元，來自高盛。這個數字比共識目標價 259 美元高出超過 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 的交易價格約為前瞻性收益的 8 倍。在許多油氣股票以溢價交易時，這個倍數非常有吸引力。此外，投資者還獲得了一個吸引人的股息，過去三年平均增長約 9.9%。</p>
</div><h2>Valero Energy: Positioned to Capture Global Crude Rerouting</h2>
<div class="lb-trans"><h2>Valero Energy：定位於捕捉全球原油重新調配</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 的案例是戰略性和戰術性的。</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>隨着霍爾木茲海峽的關閉，各公司和國家並沒有袖手旁觀。他們正在尋找替代供應來源，這意味着將油輪送往美洲灣，Valero 很樂意為其補充燃料。Valero 也是一家可以精煉重質酸性原油的公司。</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 年第一季度財報顯示，收入和利潤同比均有強勁增長。但與 Marathon 一樣，來自重新調配的原油運輸和更強的出口需求的潛在好處可能要等到下個季度的結果才能顯現。</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 股票年初至今上漲超過 50%，這使得股票價格超過了共識目標價 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，自公司於 4 月 30 日發佈財報以來，一些分析師已提高了他們的目標價。TD Cowen 的目標價最高為 276 美元，意味着比共識目標價高出超過 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 的投資者還獲得了安全的股息，目前每股年支付 4.80 美元，此前 Valero 在 2026 年 1 月將季度分紅提高了超過 6%。</p>
</div><h2>Phillips 66: A Midstream Powerhouse With Room to Run</h2>
<div class="lb-trans"><h2>Phillips 66：一個有發展空間的中游巨頭</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 提供了一些純煉油商所沒有的東西：一個跨越煉油、中游、化工和市場營銷的多元化商業模式。</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>這種組合為 PSX 提供了一定的收益穩定性，可以在煉油利潤收緊時充當緩衝。</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>隨着霍爾木茲海峽的關閉重塑全球原油流動，Phillips 66 的墨西哥灣煉油資產和廣泛的管道網絡使其處於機會的正中。</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>與本名單上的其他公司一樣，Phillips 66 發佈了強勁的第一季度財報，但尚未考慮到霍爾木茲海峽衝突可能帶來的任何潛在好處。</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，這對 Phillips 66 來説可能是把雙刃劍，但分析師的共識目標價為 185.61 美元，暗示約 8% 的潛在上漲空間。</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 的交易價格約為前瞻性收益的 10 倍，且約低於其共識目標價的 6%。此外，它支付的股息已連續增長 12 年。</p>
</div><h2>Should You Invest $1,000 in Marathon Petroleum Right Now?</h2>
<div class="lb-trans"><h2>你現在應該投資 1000 美元在 Marathon Petroleum 嗎？</h2>
</div><p>Before you consider Marathon Petroleum, you'll want to hear this.</p>
<div class="lb-trans"><p>在考慮 Marathon Petroleum 之前，你會想聽聽這個。</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 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其推薦給客户的股票。MarketBeat 已識別出五隻頂級分析師正在悄悄建議客户現在購買的股票，以便在更廣泛的市場注意到之前……而 Marathon Petroleum 並不在名單上。</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>雖然 Marathon Petroleum 目前在分析師中獲得了中等買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在這裏查看這五隻股票</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：若油價跌至 80 美元，值得持有的 3 只能源股票