05/06/2025, 04:17 AM UTC
康菲石油：面临重重阻力ConocoPhillips: Just Too Many Headwinds
1、康菲石油拥有多元化的低成本全球生产布局，包括二叠纪盆地、阿拉斯加及澳大利亚和卡塔尔的液化天然气项目。2、近期美国政策变化和OPEC+决策导致油价短期看跌，促使评级从“买入”下调至“持有”。3、尽管卡塔尔液化天然气和阿拉斯加Willow项目等长期增长潜力显著，但政策阻力及一季度盈利持平（因油价下跌）使短期前景承压。1. ConocoPhillips holds a diversified low-cost global production portfolio, including key assets in the Permian Basin, Alaska, and LNG projects. 2. Recent U.S. policy shifts and OPEC+ actions have created short-term bearish pressure on oil prices, prompting a downgrade from Buy to Hold. 3. Despite long-term growth potential from projects like Qatari LNG and Willow in Alaska, near-term challenges from policy headwinds and flat Q1 earnings (due to lower oil prices) overshadow optimism.---
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