据道琼斯3月11日消息,高盛虽然对油价近期走势持谨慎看法,但预计产量下降在2017年推高油价。高盛预计油价在每桶55到60美元将会提振页岩油产量,并将安纳达科石油公司的股票评级上调至买进,因为油价的上涨对该公司的页岩资产和海上钻井的前景有利,并预计其资产负债表将好转。高盛还将一些小型石油勘探和生产公司的股票评级定为买进,包括RSP Permian 公司和Carrizo 油气公司,因为对这些公司负债的担忧减轻。对于大型石油公司,高盛将雪佛龙公司评级从卖出上调为中性,并将目标价位从每股78美元上调至94美元。
唐绍红摘译自道琼斯
原文如下:
Goldman Sees 2017 Rebound for Battered Oil Producers
Goldman is cautious on near-term movements in the oil patch, but expects decreased production to lead to higher prices in 2017. It expects prices from $55-$60 to jumpstart shale oil production, lifting Anadarko Petroleum (APC) to buy on a "favorable combination of shale assets/offshore startups," and expectations of a better balance sheet. Bank also puts buy recommendation on smaller E&P companies, RSP Permian (RSPP) and Carrizo Oil and Gas (CRZO), attracted by easing leverage concerns. On the majors, Goldman lifts Chevron (CVX) to neutral from sell and its price target to $94 from $78.