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2021-08-04
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Energy Stocks Look Cheap if Oil Prices Are an Indicator<blockquote>如果油价是一个指标，能源股看起来很便宜</blockquote>
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Oil stocks haven’t fully responded in kind, creating a p","content":"<p>The price of oil has had a strong 2021 run. Oil stocks haven’t fully responded in kind, creating a potential buying opportunity.</p><p><blockquote>2021年油价表现强劲。石油股尚未完全做出回应，这创造了一个潜在的买入机会。</blockquote></p><p> The price of WTI Crude oil is up about 45% year-to-date as reopenings and trillions of dollars of fiscal stimulus have jolted economic demand.</p><p><blockquote>由于重新开放和数万亿美元的财政刺激措施冲击了经济需求，WTI原油价格今年迄今已上涨约45%。</blockquote></p><p> Energy stocks have also performed handsomely. The Energy Select Sector SPDR Fund(ticker: XLE), which counts oil majors Exxon Mobil(XOM) and Chevron(CVX) as its two largest holdings, has risen about 30.5% for the year. That outpaces the S&P 500’s gain in that time by about 11 percentage points.</p><p><blockquote>能源股也表现出色。能源精选行业 SPDR 基金（股票代码：XLE）将石油巨头埃克森美孚 (XOM) 和雪佛龙 (CVX) 列为其两大持股，今年已上涨约 30.5%。这比标普500当时的涨幅高出约 11 个百分点。</blockquote></p><p> But stock gains for energy companies should be stronger than that, given historical trends. With crude oil recently trading around $70 a barrel, the average S&P 500 energy stock should have outperformed the broader index by several times greater than the outperformance seen in 2021, according to Citigroup data.</p><p><blockquote>但考虑到历史趋势，能源公司的股价涨幅应该比这更大。花旗集团的数据显示，由于原油最近交易价格约为每桶 70 美元，标普500能源股的平均表现应该比 2021 年的表现高出数倍。</blockquote></p><p> The bank’s data show a tight correlation between the price of crude oil and the outperformance of energy stocks, dating back to 1995. Recently, the two have become decorrelated. Now, “the [energy] stocks look underpriced given the rebound in crude,” writes Tobias Levkovich, chief U.S. equity strategist at Citigroup.</p><p><blockquote>该银行的数据显示，原油价格与能源股的优异表现之间存在密切相关，这可以追溯到 1995 年。最近，两者变得不相关。花旗集团（Citigroup）首席美国股票策略师托比亚斯-列夫科维奇（Tobias Levkovich）写道：“鉴于原油价格反弹，[能源]股看起来被低估了。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b4d90632bcc788f231842041326cc72d\" tg-width=\"865\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Others on Wall Street have also noted the fairly cheap price of energy stocks. Strategists at Truist recently wrote that energy stocks have been in an “oversold” condition. Just a week ago,none of the S&P 500 energy stocks were trading above their 50-day moving averages.</p><p><blockquote>华尔街的其他人也注意到能源股的价格相当便宜。Truist 的策略师最近撰文称，能源股一直处于 “超卖 ”状态。就在一周前， 标普500能源股的交易价格均未高于 50 天移动平均线。</blockquote></p><p> On the flip side, the relatively disappointing performance of energy stocks could signify that the price of crude oil is bound to drop.</p><p><blockquote>另一方面，能源股相对令人失望的表现可能意味着原油价格必将下跌。</blockquote></p><p> To be sure, investors have recently been grappling with the strong possibility that the U.S. has already seen the fastest economic growth it will see for the current economic expansion, a dynamic that isn’t positive for oil demand. The price of oil—and the energy fund—have both fallen from 2021 peaks hit in July and June, respectively.</p><p><blockquote>可以肯定的是，投资者最近一直在努力应对这样一种可能性：美国已经出现了当前经济扩张中最快的经济增长，这种动态对石油需求并不积极。油价和能源基金价格均已分别从 2021 年 7 月和 6 月达到的峰值下跌。</blockquote></p><p> But those who believe in strengthening oil demand can believe in oil stocks from here.</p><p><blockquote>但那些相信石油需求走强的人可以从这里相信石油股。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Energy Stocks Look Cheap if Oil Prices Are an Indicator<blockquote>如果油价是一个指标，能源股看起来很便宜</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEnergy Stocks Look Cheap if Oil Prices Are an Indicator<blockquote>如果油价是一个指标，能源股看起来很便宜</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-04 09:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The price of oil has had a strong 2021 run. Oil stocks haven’t fully responded in kind, creating a potential buying opportunity.</p><p><blockquote>2021年油价表现强劲。石油股尚未完全做出回应，这创造了一个潜在的买入机会。</blockquote></p><p> The price of WTI Crude oil is up about 45% year-to-date as reopenings and trillions of dollars of fiscal stimulus have jolted economic demand.</p><p><blockquote>由于重新开放和数万亿美元的财政刺激措施冲击了经济需求，WTI原油价格今年迄今已上涨约45%。</blockquote></p><p> Energy stocks have also performed handsomely. The Energy Select Sector SPDR Fund(ticker: XLE), which counts oil majors Exxon Mobil(XOM) and Chevron(CVX) as its two largest holdings, has risen about 30.5% for the year. That outpaces the S&P 500’s gain in that time by about 11 percentage points.</p><p><blockquote>能源股也表现出色。能源精选行业 SPDR 基金（股票代码：XLE）将石油巨头埃克森美孚 (XOM) 和雪佛龙 (CVX) 列为其两大持股，今年已上涨约 30.5%。这比标普500当时的涨幅高出约 11 个百分点。</blockquote></p><p> But stock gains for energy companies should be stronger than that, given historical trends. With crude oil recently trading around $70 a barrel, the average S&P 500 energy stock should have outperformed the broader index by several times greater than the outperformance seen in 2021, according to Citigroup data.</p><p><blockquote>但考虑到历史趋势，能源公司的股价涨幅应该比这更大。花旗集团的数据显示，由于原油最近交易价格约为每桶 70 美元，标普500能源股的平均表现应该比 2021 年的表现高出数倍。</blockquote></p><p> The bank’s data show a tight correlation between the price of crude oil and the outperformance of energy stocks, dating back to 1995. Recently, the two have become decorrelated. Now, “the [energy] stocks look underpriced given the rebound in crude,” writes Tobias Levkovich, chief U.S. equity strategist at Citigroup.</p><p><blockquote>该银行的数据显示，原油价格与能源股的优异表现之间存在密切相关，这可以追溯到 1995 年。最近，两者变得不相关。花旗集团（Citigroup）首席美国股票策略师托比亚斯-列夫科维奇（Tobias Levkovich）写道：“鉴于原油价格反弹，[能源]股看起来被低估了。”</blockquote></p><p> <img src=\"https://static.tigerbbs.com/b4d90632bcc788f231842041326cc72d\" tg-width=\"865\" tg-height=\"580\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Others on Wall Street have also noted the fairly cheap price of energy stocks. Strategists at Truist recently wrote that energy stocks have been in an “oversold” condition. Just a week ago,none of the S&P 500 energy stocks were trading above their 50-day moving averages.</p><p><blockquote>华尔街的其他人也注意到能源股的价格相当便宜。Truist 的策略师最近撰文称，能源股一直处于 “超卖 ”状态。就在一周前， 标普500能源股的交易价格均未高于 50 天移动平均线。</blockquote></p><p> On the flip side, the relatively disappointing performance of energy stocks could signify that the price of crude oil is bound to drop.</p><p><blockquote>另一方面，能源股相对令人失望的表现可能意味着原油价格必将下跌。</blockquote></p><p> To be sure, investors have recently been grappling with the strong possibility that the U.S. has already seen the fastest economic growth it will see for the current economic expansion, a dynamic that isn’t positive for oil demand. The price of oil—and the energy fund—have both fallen from 2021 peaks hit in July and June, respectively.</p><p><blockquote>可以肯定的是，投资者最近一直在努力应对这样一种可能性：美国已经出现了当前经济扩张中最快的经济增长，这种动态对石油需求并不积极。油价和能源基金价格均已分别从 2021 年 7 月和 6 月达到的峰值下跌。</blockquote></p><p> But those who believe in strengthening oil demand can believe in oil stocks from here.</p><p><blockquote>但那些相信石油需求走强的人可以从这里相信石油股。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/energy-stocks-look-cheap-if-oil-prices-are-an-indicator-51628026755?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XOM":"埃克森美孚","COP":"康菲石油","CPE":"卡隆石油","SLB":"斯伦贝谢","OXY":"西方石油","XLE":"SPDR能源指数ETF","CVX":"雪佛龙","RDS.A":"荷兰皇家壳牌石油A类股","HAL":"哈里伯顿","BP":"英国石油"},"source_url":"https://www.barrons.com/articles/energy-stocks-look-cheap-if-oil-prices-are-an-indicator-51628026755?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154291132","content_text":"The price of oil has had a strong 2021 run. Oil stocks haven’t fully responded in kind, creating a potential buying opportunity.\nThe price of WTI Crude oil is up about 45% year-to-date as reopenings and trillions of dollars of fiscal stimulus have jolted economic demand.\nEnergy stocks have also performed handsomely. The Energy Select Sector SPDR Fund(ticker: XLE), which counts oil majors Exxon Mobil(XOM) and Chevron(CVX) as its two largest holdings, has risen about 30.5% for the year. That outpaces the S&P 500’s gain in that time by about 11 percentage points.\nBut stock gains for energy companies should be stronger than that, given historical trends. With crude oil recently trading around $70 a barrel, the average S&P 500 energy stock should have outperformed the broader index by several times greater than the outperformance seen in 2021, according to Citigroup data.\nThe bank’s data show a tight correlation between the price of crude oil and the outperformance of energy stocks, dating back to 1995. Recently, the two have become decorrelated. Now, “the [energy] stocks look underpriced given the rebound in crude,” writes Tobias Levkovich, chief U.S. equity strategist at Citigroup.\n\nOthers on Wall Street have also noted the fairly cheap price of energy stocks. Strategists at Truist recently wrote that energy stocks have been in an “oversold” condition. Just a week ago,none of the S&P 500 energy stocks were trading above their 50-day moving averages.\nOn the flip side, the relatively disappointing performance of energy stocks could signify that the price of crude oil is bound to drop.\nTo be sure, investors have recently been grappling with the strong possibility that the U.S. has already seen the fastest economic growth it will see for the current economic expansion, a dynamic that isn’t positive for oil demand. The price of oil—and the energy fund—have both fallen from 2021 peaks hit in July and June, respectively.\nBut those who believe in strengthening oil demand can believe in oil stocks from here.","news_type":1,"symbols_score_info":{"XOM":0.9,"COP":0.9,"CVX":0.9,"CPE":0.9,"BP":0.9,"SLB":0.9,"HAL":0.9,"OXY":0.9,"XLE":0.9,"RDS.A":0.9}},"isVote":1,"tweetType":1,"viewCount":2311,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/807516517"}
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