原油价格下跌风险加剧石油巨头或削减股息回购

智通财经2025-04-29

智通财经APP获悉，原油期货在前两个交易日上涨后，于周一收盘走低。市场担心 OPEC+ 即将增产，且中美贸易关系缺乏透明度，这些因素给油价带来了压力。法国巴黎银行能源战略主管阿尔多·斯潘杰指出，哈萨克斯坦近期被曝将"国家利益置于生产配额之上"，引发市场对OPEC+内部团结的担忧。该机构警告，若哈萨克斯坦未按承诺减产，6月OPEC+供应量或大幅增加，这将成为"当前市场最大的利空因素"。该行维持二季度...

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即将增产，且中美贸易关系缺乏透明度，这些因素给油价带来了压力。法国巴黎银行能源战略主管阿尔多·斯潘杰指出，哈萨克斯坦近期被曝将\"国家利益置于生产配额之上\"，引发市场对OPEC+内部团结的担忧。该机构警告，若哈萨克斯坦未按承诺减产，6月OPEC+供应量或大幅增加，这将成为\"当前市场最大的利空因素\"。该行维持二季度...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1287084.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4534","symbol_name":"瑞士信贷持仓","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1287084.html","article_id":"2531407215","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2531407215","pubTimestamp":1745890769,"columns":[{"name":"原油","id":4,"label_key":null}],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"埃克森美孚  和雪佛龙  是本周将公布第一季度业绩的大型石油公司之一，投资者将关注油价下跌将如何增加 2025 年剩余时间内股息和股票回购的风险。全球基准布伦特原油价格第一季度平均为每桶 74.98 美元，较上一季度上涨 1.3%，但在特朗普宣布对贸易伙伴征收关税后，油价于 4 月 2 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RESOURCES \"A\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC"},"translate_title":"Risk of falling crude oil prices intensifies, oil majors may cut Dividend buybacks","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"USO":0.9,"XOM":0.62,"SCO":0.6,"UCO":0.6},"content_text":"智通财经APP获悉，原油期货在前两个交易日上涨后，于周一收盘走低。市场担心 OPEC+ 即将增产，且中美贸易关系缺乏透明度，这些因素给油价带来了压力。法国巴黎银行能源战略主管阿尔多·斯潘杰指出，哈萨克斯坦近期被曝将\"国家利益置于生产配额之上\"，引发市场对OPEC+内部团结的担忧。该机构警告，若哈萨克斯坦未按承诺减产，6月OPEC+供应量或大幅增加，这将成为\"当前市场最大的利空因素\"。该行维持二季度布伦特原油60-70美元/桶、三季度70美元/桶的预测。Forex.com分析师拉赞·希拉尔补充称，OPEC+可能选择牺牲短期油价以换取长期市场份额，\"但持续反弹仍需贸易谈判取得实质进展及经济数据配合\"。中美贸易关系走向持续牵动市场神经。Tradition Energy市场研究总监加里·坎宁安表示：\"贸易谈判的观望态度正在消磨市场信心，若谈判破裂导致中国需求下滑，油价将承受重压。\"近月纽约商品交易所原油和布伦特原油6月交割合约分别收跌 1.5% 至 62.05 美元 / 桶和 65.86 美元 / 桶，而美国天然气期货则大幅上涨，5月近月合约收涨 7.9% 至 3.170 美元 / 百万英热单位。埃克森美孚 (XOM.US) 和雪佛龙 (CVX.US) 是本周将公布第一季度业绩的大型石油公司之一，投资者将关注油价下跌将如何增加 2025 年剩余时间内股息和股票回购的风险。全球基准布伦特原油价格第一季度平均为每桶 74.98 美元，较上一季度上涨 1.3%，但在特朗普宣布对贸易伙伴征收关税后，油价于 4 月 2 日开始暴跌。一些分析师表示，如果油价持续疲软，雪佛龙可能会减少股票回购，该公司需要每桶 95 美元的布伦特原油价格来支付股息和回购，而埃克森美孚的价格为 88 美元，RBC Capital 表示，并补充说，两家公司都可以在 55 美元左右的油价下支付股息。美国银行分析师假设 2025 年布伦特原油价格为每桶 60 美元，认为雪佛龙今年将回购价值 110 亿美元的股票，处于公司预期的低端，而埃克森美孚将回购价值 135 亿美元的股票，低于其 200 亿美元的预期。分析师普遍认为，埃克森美孚更有能力维持股息和回购，原因是其资产负债表上有剩余现金，并努力降低石油和天然气生产成本。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"buyback","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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原油价格下跌风险加剧 石油巨头或削减股息回购

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原油价格下跌风险加剧石油巨头或削减股息回购