美國煉油業Q2盈利反彈柴油利潤強勁提升

zero comment
Finance




美國煉油商第二季盈利料回升 強勁柴油利潤助力

紐約消息——投資者預期美國主要煉油商第二季度將錄得更高利潤，扭轉首季虧損局面，因為異常強勁的柴油利潤率推動盈利回升。

過去數月，燃料製造商因生產關鍵產品而意外獲利，這對比去年2022年創紀錄的盈利有所緩和。當時因疫情後需求復甦及俄羅斯入侵烏克蘭，燃油價格大幅上升。

部分預測機構原本預計今年利潤率會走弱，因預期需求減慢。雖然分析師預料本季利潤將較上一季回升，但仍可能低於去年同期水平。

TD Cowen分析師Jason Gabelman指出：「煉油商股價年初至今上升約20%，異常逆季節的柴油利潤率強勁支撐整體行業。」他表示，產品利潤率有望維持在較高水平，直至秋季維修季節。

TPH & Co分析師Matthew Blair在報告中表示，第二季度柴油裂解利潤平均每桶約17美元，與第一季相若，但季度末升至每桶21美元。美國柴油庫存因強勁出口和需求改善，於五月初降至五年低位，推高了利潤率。

此外，美國煉廠的柴油產量偏低，可能因原油組合較輕。

美國第二大煉油商Valero將於周四率先公布業績，分析師預測每股盈利1.75美元，較去年同期2.71美元有所下降。

按LSEG數據，按煉油量計美國最大煉油商Marathon Petroleum預計每股盈利3.28美元，去年同期為4.12美元。

Phillips 66預計每股盈利1.69美元，較去年同期2.31美元亦有所減少。Marathon及Phillips 66均於第一季錄得虧損。

VLO真的被低估了嗎？

隨著Valero（VLO）成為市場焦點，投資者紛紛問：它的估值是否合理？InvestingPro利用先進AI算法分析了VLO及數千隻股票，以尋找潛在的高升值股票，結果VLO並未排在榜首。

—

評論與啟示

這篇報道充分展示了美國煉油行業在面對宏觀經濟波動和地緣政治風險下的韌性。柴油需求的逆季節強勁表現，令煉油商得以逆勢獲利，反映出燃料市場供需結構的微妙變化。值得注意的是，儘管盈利較去年有所回落，但行業仍保持獲利能力，顯示市場對煉油產品的需求仍然穩健。

對香港投資者而言，這不僅是了解全球能源市場動態的好機會，亦提醒我們能源價格及供應鏈變化對本地經濟的潛在影響。煉油業的盈利波動與全球經濟復甦密切相關，尤其是亞洲地區的能源需求增長。

另外，AI技術在股票分析中的應用日益普及，投資者可以透過這些工具尋找市場中未被充分發掘的潛力股，但同時亦需警惕單一指標或算法的局限，應結合基本面和宏觀經濟分析來做出更全面的投資判斷。

總括來說，煉油商第二季盈利回升是市場中的一個亮點，但投資者仍需關注全球經濟增長放緩、原油價格波動及政策變動等風險因素。未來幾個季度的表現將更能反映煉油行業的真實走勢及其在能源轉型大潮中的定位。

以上文章由特價GPT API KEY所翻譯及撰寫。

🖼️ AI 圖庫｜抄咒語學玩法

想睇吓人哋點玩 AI 畫圖？圖庫集合大量 Flux / Gemini 作品， 可以一 click 複製咒語，直入生成器再改做自己版本。

✅ 真實作品示範
📋 一鍵複製咒語
✨ 不定期加入新圖
✏️ 「修改」按鈕直連生成器
👀 入去睇圖 + 抄咒語
[Subject]: Young Asian female with "Imada Mio-inspired" doll-like aesthetic (精緻洋娃娃臉). She has large round expressive eyes, a small V-line face, and rosy cheeks. Her expression is innocent, energetic, and slightly flirty. [Hair]: Messy morning hair (剛睡醒的凌亂感), long dark brown hair, slightly tousled, natural volume. [Outfit]: Wearing an oversized translucent white button-down shirt (男友風白襯衫), unbuttoned at the top to reveal collarbones, creating a "bottomless" look (下衣失蹤風格). [Style]: Japanese Gravure Photobook style (寫真集風格), Pure & Sexy vibe, bright high-key lighting, soft skin texture, Fujifilm PRO 400H color tone. Gallery
A male model, dressed in a brown bomber jacket, dark trousers, is perched on the edge of a fire escape platform. One leg dangles freely while the other is bent. He looks contemplatively into the distance. Monogrammed duffel bag rests nearby. Urban street background, soft ambient lighting. Keep the face 100% exact same as I uploaded no alteration, no blurry. Gallery
The person from the reference photo ( keep the face of the person 100% accurate from the reference image ) relaxing on a fluffy, glowing cloud high above the sky, surrounded by soft golden sunlight and vast layers of clouds stretching to the horizon. the person is lying back comfortably with a pillow, wearing a dark long-sleeve shirt, olive green pants, holding a book in one hand and a coffee cup in the other. the lighting is cinematic and warm, capturing the golden hour ambiance with radiant highlights and gentle shadows across the clouds. captured with a wide-angle lens at medium depth of field, balancing focus between the subject and the surrounding dreamy sky. the overall atmosphere is surreal and serene, blending realism with fantasy in a peaceful, imaginative setting. Gallery

chatgpt

Related Articles

華爾街起勢 AI熱潮再燃投資信心
Read More
中國電改掀鋰電池爆發，數據中心推動儲能熱潮
Read More
Seatrium與馬士基和解4.75億風電船合同糾紛
Read More

🎨 Nano Banana Pro 圖像生成器｜打幾句說話就出圖

想畫人像、產品圖、插畫？SSFuture 圖像生成器支援 Flux 同 Gemini Nano Banana Pro 改圖 / 合成， 打廣東話都得，仲可以沿用上一張圖繼續微調。

🆓 Flux 模型即玩，不用登入
🤖 登入後解鎖 Gemini 改圖
📷 支援上載參考圖再生成
⚡ 每天免費額度任你玩
✨ 即刻玩 AI 畫圖
A hyper-realistic portrait of a man wearing bright yellow neon glasses, his face illuminated with glowing mathematical formulas and physics equations. Warm golden light reflects from his glasses onto his skin. The man has a serious, intelligent expression, short styled hair, and a trimmed beard. His yellow puffer jacket also glows with floating equations and symbols, giving a futuristic holographic effect. Dark teal bokeh lights in the background create depth and contrast. Ultra-detailed skin texture, cinematic lighting, sharp focus, high-contrast neon glow, sci-fi aesthetic, 8K, volumetric light, depth of field, crisp reflections. A dynamic, ultra-realistic action shot of a snowboarder performing a high-air jump on a snowy mountain slope. The rider wears a bright green winter jacket, black snow pants, gloves, and a dark beanie, with reflective goggles catching the cold mountain light. A cloud of visible breath escapes from the rider’s mouth in the freezing air. Snow explodes upward from the snowboard, creating sharp, frozen particles suspended mid-air. The background features a dramatic high-altitude landscape with forested slopes and distant mountains under soft, cold blue lighting. Capture cinematic contrast, DSLR realism, 85mm lens, f/2.8, crisp details, slow-motion energy, dynamic composition, atmospheric depth, high-clarity sports photography. Generate an ultra-realistic, highly ultra-detailed, 8k resolution with 1080x1080 pixel portrait of me using the uploaded image for reference (preserved the likeness and the original face for reference) of a captivating studio portrait of a woman with long, wavy brown hair, seated gracefully on a stool in a thoughtful pose. She is wearing a long, flowing red gown with a one-shoulder design and a thigh-high slit, exuding elegance and sophistication. Her head is slightly tilted, with one hand gently resting on her chin. One leg is slightly extended, revealing a delicate ankle bracelet. Her makeup is polished and natural, featuring defined eyebrows, subtle eyeshadow, mascara, and a berry-toned lipstick. She wears delicate earrings and a gold bracelet that add a touch of sparkle to her overall look. The lighting is soft and diffused, creating a warm and flattering effect that emphasizes her beauty and the flowing lines of the gown. The background is a plain, brown, providing a warm and neutral backdrop. *** The composition is a full shot, capturing her from head to toe, framed vertically to accentuate her height and the flowing lines of the gown. The model is positioned in the center of the frame, creating a balanced and harmonious composition. The overall style is classic, elegant, and timeless, reminiscent of portrait photography, evoking a sense of grace, sophistication, and enduring beauty.