06/19/2025, 09:43 AM UTC
能源转移股或将跑输大盘Energy Transfer Is Likely To Lag The Market
1、疲软的制造业PMI和下降的领先经济指数预示经济放缓，可能抑制能源转移的运量增长；2、对中国乙烷出口的限制预计不会对能源转移产生实质性影响；3、查尔斯湖LNG出口项目经济性优异（ROI约20%），存在上行潜力，但ET估值接近合理水平，技术面显示其相对标普500指数的上涨动能减弱。1. Weak manufacturing PMIs and a declining Leading Economic Index signal an economic slowdown, potentially limiting Energy Transfer's volume growth; 2. Ethane export restrictions to China are deemed unlikely to significantly affect Energy Transfer; 3. The Lake Charles LNG export project shows strong economics with ~20% ROI, offering upside potential, while ET's valuation appears near fair value and technical indicators suggest weakening momentum against the SPX500.---
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