[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio88b32092":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio88b32092","美股中游能源板块行情料分化!大摩调整多股评级：整体看涨-但赢家只会是少数","\u002Fdoc\u002Fdcio88b32092","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，摩根士丹利周三调整了多家中游能源基础设施公司的评级。该行将TC Energy(TRP)的评级下调至“持股观望”，并将Hess Midstream LP(HESM)的评级下调至“减持”。与此同时，该行上调Western Midstream(WES)的评级至“持股观望”。摩根士丹利表示，基于可分配现金流计算的内在合理价值，其所覆盖的大多数中游能源基础设施公司仍存在上涨空间，但超额回报预计将集中于少数增长速度高于行业平均水平的公司。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">对于TC Energy，摩根士丹利分析师Robert Kad表示，此次下调评级主要是因为该股近期表现强劲，其上涨受到多个因素推动，包括项目公告顺利执行、市场对其Bruce Power核电设施增长潜力的关注升温，以及在大宗商品市场波动背景下所具备的类似公用事业公司的防御属性。分析师表示，尽管未来天然气基础设施项目商业化进展以及TC Energy墨西哥天然气管道资产部分股权变现仍可能带来进一步利好，但这些潜在收益的大部分已经反映在当前估值之中。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">对于Hess Midstream，摩根士丹利将其评级下调至相当于“卖出”的水平。分析师指出，公司长期增长前景以及大股东战略方向缺乏清晰度，可能限制其未来上涨空间。分析师表示，在雪佛龙(CVX)完成对赫斯的收购后，他现在认为雪佛龙进一步收购Hess Midstream的可能性已经非常低。此外，雪佛龙对于Hess Midstream未来规划仍存在不确定性，这种持续的模糊状态可能使许多投资者难以为其投资逻辑提供合理依据。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">据悉，Hess Midstream的主要收入来源是为雪佛龙在北达科他州Bakken和Three Forks页岩区提供原油、天然气及水的中游运输服务。由于雪佛龙削减了在该地区的钻井活动，Hess Midstream预计2026年至2028年‌的石油输送量将保持相对持平，增长显著放缓。另外，雪佛龙‌是持有Hess Midstream大量股份，为后者提供稳定的现金流支持和信用背书。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此外，摩根士丹利将Western Midstream的评级从“减持上调至“持股观望”。分析师表示，公司通过近期的并购交易完成了战略调整，增强了未来多年增长的可见性。其中，位于二叠纪盆地的关键水处理资产将成为重要增长驱动力。该公司还削减了特拉华盆地的天然气产量。随着该地区天然气外输管道在今年下半年陆续投运，相关战略调整的积极效果预计将逐步显现。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]