Schwab Network发布 2026-10-01
《Gas "Consumer Problem," Diesel "Economic Problem:" Adam Lampe on Energy Headwinds》
$PSX看涨
PSX 是更受青睐的纯炼化标的，因其向运输和化工领域多元化，但目前已变得昂贵。
但如果你想要纯粹的炼油业务，我更看好 Phillips 66。它是一家更多元化的公司。它经营运输和分销业务。它还有化工业务。你应该意识到，其中一些炼油企业经历了大幅的价格波动。
所以它变得有点贵了，但如果历史可供参考，它 2003 年的净利润增长了 375%。
But if you want pure refining, I prefer Phillips 66. It's a more diversified company. It operates in the transportation and distribution sector. It also has a chemicals sector .
You should be aware that some of these refineries have experienced significant price movements. So it became a bit expensive , but if history is any guide, its net profit in 2003 rose by 375%.