[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-exxonmobil-has-its-strongest-growth-runway-in-40-years-at-nearly-25-times-earnings-is-it-already-priced-in-ZH":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":194,"suggestedPosts":276},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},118151,"埃克森美孚迎来40年来最强劲的增长跑道。以近25倍市盈率计，其增长潜力是否已被充分定价？","2026-07-18T16:40:00","2026-07-18T16:59:54","\u003Cp>尼尔·查普曼表示，埃克森美孚拥有40年来最强的盈利前景，目标是到2030年日产油量达到550万桶。然而，该股目前的估值倍数接近多年来的最高水平，TIKR的模型预测到2030年的总回报率仅为6%。\u003C\u002Fp>","\u003Ch3 id=\"h-k-ey-stats-for-exxonmobil-stock\" class=\"wp-block-heading\">\u003Cstrong>埃克森美孚股票\u003C\u002Fstrong>的\u003Cstrong>关键数据\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>当前价格：\u003C\u002Fstrong> $147.36\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>目标价格（中值）：\u003C\u002Fstrong> ~$156\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>华尔街目标价：\u003C\u002Fstrong> ~$167\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>潜在总回报：\u003C\u002Fstrong> ~6%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>年化内部收益率：\u003C\u002Fstrong> ~1% \u002F 年\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>最大回撤：\u003C\u002Fstrong> 20.65% (2026年6月29日)\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">现已上线：使用TIKR全新估值模型，发现您最喜爱的股票可能有多少上涨空间（免费）\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">发生了什么？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>埃克森美孚公司 (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=406338&tid=2610695&?ref=tikrblog\">\u003Cstrong>XOM\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> 正要求投资者同时相信两件事，而股价表明他们已经相信了。第一件事是，这家拥有156年历史的石油巨头能够在2030年底之前以两位数的速度增长盈利。第二件事是，它能够在油价处于公司自身也称之为暂时性的周期性高位时做到这一点。7月17日，该股收于$147.36，较7月初的130多美元有所上涨，原因是原油价格因霍尔木兹海峡再度中断而攀升，不过该股自身的走势是稳步走高，而非急剧飙升。这是一只为好消息定价的股票。问题在于，好消息是增长还是仅仅是油价，因为这两者指向截然不同的估值。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">看涨的理由不难找到。它直接来自公司5月底在伯恩斯坦战略决策会议上的表态，高级副总裁尼尔·查普曼在会上阐述了管理层称之为四十年来最佳的剩余现金储备期。看跌的理由则更为隐晦，体现在估值倍数上：以近25倍的过去十二个月市盈率计算，埃克森美孚的定价并不像一家周期性能源公司。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-5-5-million-barrel-promise-that-anchors-the-whole-thesis\" class=\"wp-block-heading\">\u003Cstrong>支撑整个论点的550万桶承诺\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">查普曼的核心主张具体且可验证。他告诉伯恩斯坦的听众：“到2030年，埃克森美孚的上游业务将日产550万桶油当量。”他指出，公司历史上日产量接近370万至380万桶，现在接近500万桶。这是整个故事的运营支柱，之所以重要，是因为这不是一个价格赌注。这是一个公司可以控制的产量和成本赌注。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">增长来自查普曼称之为“引擎”的三项资产：二叠纪盆地、圭亚那和液化天然气。根据管理层第一季度评论，二叠纪盆地的产量预计将在2026年达到约180万桶油当量\u002F日，到2030年达到约250万桶\u002F日。圭亚那目前运行着四艘浮式生产储卸油装置，均超过设计产能，另有四艘计划在2030年底前将产能提升至约170万桶\u002F日。产量之所以能转化为价值，原因在于成本。查普曼表示，自2018年以来，埃克森美孚尚未批准任何供应成本高于$35的上游投资，这意味着即使布伦特原油在其整个生命周期内都处于$35，每个项目仍能实现10%的回报。他说，二叠纪盆地的供应成本现在为$30或更低。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这种纪律性是增加桶数与增加利润之间的区别。查普曼表示：“我们不会为了产量而追求产量。”他将整个资本计划围绕最低成本的桶数而非总产量展开。对于大宗商品业务而言，这句话就是整个战略。这就是为什么管理层预计，在价格不变的情况下，到2030年每桶收益将达到2019年平均水平的三倍左右。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_XOM-ExxonMobil-Holdings-Corporation-Upstream-Operating-Revenue-and-Upstream-Net-Income-Common-Stockholders\u002FTIKR.com_XOM-ExxonMobil-Holdings-Corporation-Upstream-Operating-Revenue-and-Upstream-Net-Income-Common-Stockholders.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1784391157\u002Fimages\u002FTIKR.com_XOM-ExxonMobil-Holdings-Corporation-Upstream-Operating-Revenue-and-Upstream-Net-Income-Common-Stockholders\u002FTIKR.com_XOM-ExxonMobil-Holdings-Corporation-Upstream-Operating-Revenue-and-Upstream-Net-Income-Common-Stockholders.webp?_i=AA\" alt=\"\" class=\"wp-post-118151 wp-image-118211\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784391157\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784391157\u002Fimages\u002FTIKR.com_XOM-ExxonMobil-Holdings-Corporation-Upstream-Operating-Revenue-and-Upstream-Net-Income-Common-Stockholders\u002FTIKR.com_XOM-ExxonMobil-Holdings-Corporation-Upstream-Operating-Revenue-and-Upstream-Net-Income-Common-Stockholders.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784391157\u002Fimages\u002FTIKR.com_XOM-ExxonMobil-Holdings-Corporation-Upstream-Operating-Revenue-and-Upstream-Net-Income-Common-Stockholders\u002FTIKR.com_XOM-ExxonMobil-Holdings-Corporation-Upstream-Operating-Revenue-and-Upstream-Net-Income-Common-Stockholders.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1784391157\u002Fimages\u002FTIKR.com_XOM-ExxonMobil-Holdings-Corporation-Upstream-Operating-Revenue-and-Upstream-Net-Income-Common-Stockholders\u002FTIKR.com_XOM-ExxonMobil-Holdings-Corporation-Upstream-Operating-Revenue-and-Upstream-Net-Income-Common-Stockholders.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1784391157\u002Fimages\u002FTIKR.com_XOM-ExxonMobil-Holdings-Corporation-Upstream-Operating-Revenue-and-Upstream-Net-Income-Common-Stockholders\u002FTIKR.com_XOM-ExxonMobil-Holdings-Corporation-Upstream-Operating-Revenue-and-Upstream-Net-Income-Common-Stockholders.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1784391157\u002Fimages\u002FTIKR.com_XOM-ExxonMobil-Holdings-Corporation-Upstream-Operating-Revenue-and-Upstream-Net-Income-Common-Stockholders\u002FTIKR.com_XOM-ExxonMobil-Holdings-Corporation-Upstream-Operating-Revenue-and-Upstream-Net-Income-Common-Stockholders.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">埃克森美孚上游营业收入和净收入 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">查看埃克森美孚股票的历史和前瞻性预测（免费！） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-the-technology-nobody-has-priced-because-nobody-can-see-it-yet\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>尚未被定价的技术，因为尚无人可见\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">查普曼演讲中将埃克森美孚与普通石油看涨观点区分开来的部分是采收率技术。在非常规页岩开采中，公司通常只能提取岩石中6%到8%的碳氢化合物，超过90%留在地下。埃克森美孚的目标是到本世纪末将该采收率提高50%，并在2030年代初期翻倍。方法朴实而具体：使用炼油焦制成的更轻支撑剂，使其能进入每个裂缝的更深处；针对每个岩层调整的表面活性剂，以调动稠油；以及通过二次采油技术对储层进行再增压。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">查普曼表示，公司有40项可叠加技术正在部署中，并且与上游行业通常做法不同，公司正在为这些技术申请专利并准备捍卫它们。这是一个重要的信号。专利是公开的，因此竞争对手和分析师最终会看到申请文件，但先发优势是真实的。然后是人工智能层面。查普曼描述了一个内部模型，输入圭亚那地震数据后，以90%的成功率重新发现了公司现有的石油发现；以及对50,000口行业油井进行的另一项分析，在几周内发现了全球150个勘探机会，而手动完成这项工作需要15年。这些都不会出现在2026年的损益表中。这正是为什么这是一个增长论点，而非当前季度的论点。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">一个快速的现实检验可以保持诚实。人工智能勘探工作是一项进行中的能力，而非已入账的储量。查普曼本人表示，公司在人工智能驱动的勘探方面“肯定没有”达到圣杯，只是在取得进展。上行空间是真实的，但之所以未被定价，正是因为它尚未得到证实。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-the-latest-quarter-and-this-month-s-news-actually-say\" class=\"wp-block-heading\">\u003Cstrong>最新季度和本月新闻的实际含义\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">最近报告的季度使清晰的增长叙事变得复杂。在5月1日报告的2026年第一季度，收入为$851.4亿，略低于TIKR追踪的$852.9亿的共识预期，而调整后每股收益$1.16则超过了$1.01的预期。管理层将这种不匹配归因于随着实物货物交付而逆转的会计效应。市场的反应平淡，股价在财报发布后几乎没有变动，因为投资者已通过4月8-K补充文件预先得到了警告。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">更近期的新闻强化了实地增长的故事。7月初，埃克森美孚及其合作伙伴承诺向尼日利亚近海的Usan加密项目投资$10亿，预计该项目将增加约40,000桶\u002F日的产量。相对于500万桶的基数来说，这是一个小数字，但这正是符合查普曼所述纪律性的低成本补充型项目。此外，公司暗示其第二季度收益可能因液体价格上涨而环比增加约$50亿，布伦特原油本季度平均价格为$96.68，较第一季度上涨23%。这笔意外之财是真实的，但它也是一个陷阱：这是一个价格效应，而非结构性效应。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">即使在油价上涨的背景下，分析师们一直在下调目标价。在第二季度收益指引发布后，花旗将其目标价下调至$155（中性），摩根大通下调至$158但维持增持评级，高盛维持在$157。华尔街平均目标价接近$167，仍高于当前价格，但近期修正的方向是向下而非向上。油价上涨与目标价软化之间的紧张关系是最清晰的信号，表明华尔街正在越过意外之财，看向正常化的油价，并据此为股票定价。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"654\" height=\"571\" data-public-id=\"images\u002FXOM-Street-Targets_1182126fb44\u002FXOM-Street-Targets_1182126fb44.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_654,h_571,c_scale\u002Ff_webp,q_auto\u002Fv1784391192\u002Fimages\u002FXOM-Street-Targets_1182126fb44\u002FXOM-Street-Targets_1182126fb44.webp?_i=AA\" alt=\"\" class=\"wp-post-118151 wp-image-118212\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784391192\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784391192\u002Fimages\u002FXOM-Street-Targets_1182126fb44\u002FXOM-Street-Targets_1182126fb44.webp?_i=AA 654w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_262,c_scale\u002Ff_webp,q_auto\u002Fv1784391192\u002Fimages\u002FXOM-Street-Targets_1182126fb44\u002FXOM-Street-Targets_1182126fb44.webp?_i=AA 300w\" sizes=\"auto, (max-width: 654px) 100vw, 654px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">埃克森美孚华尔街目标价 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">在TIKR中查看埃克森美孚相对于同行的表现（免费！） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-advanced-model-analysis\" class=\"wp-block-heading\">\u003Cstrong>TIKR高级模型分析\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>当前价格：\u003C\u002Fstrong> $147.36\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>目标价格（中值）：\u003C\u002Fstrong> ~$156\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>潜在总回报：\u003C\u002Fstrong> ~6%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>年化内部收益率：\u003C\u002Fstrong> ~1% \u002F 年\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4968\" height=\"4084\" data-public-id=\"images\u002FXOM_valuation_model-1_118213be6ca\u002FXOM_valuation_model-1_118213be6ca.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4968,h_4084,c_scale\u002Ff_webp,q_auto\u002Fv1784391218\u002Fimages\u002FXOM_valuation_model-1_118213be6ca\u002FXOM_valuation_model-1_118213be6ca.webp?_i=AA\" alt=\"\" class=\"wp-post-118151 wp-image-118213\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784391218\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784391218\u002Fimages\u002FXOM_valuation_model-1_118213be6ca\u002FXOM_valuation_model-1_118213be6ca.webp?_i=AA 4968w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_986,c_scale\u002Ff_webp,q_auto\u002Fv1784391218\u002Fimages\u002FXOM_valuation_model-1_118213be6ca\u002FXOM_valuation_model-1_118213be6ca.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1151,c_scale\u002Ff_webp,q_auto\u002Fv1784391218\u002Fimages\u002FXOM_valuation_model-1_118213be6ca\u002FXOM_valuation_model-1_118213be6ca.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_247,c_scale\u002Ff_webp,q_auto\u002Fv1784391218\u002Fimages\u002FXOM_valuation_model-1_118213be6ca\u002FXOM_valuation_model-1_118213be6ca.webp?_i=AA 300w\" sizes=\"auto, (max-width: 4968px) 100vw, 4968px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">埃克森美孚高级估值模型 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看分析师对埃克森美孚股票的增长预测和价格目标（免费！） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">对于这样规模的股票来说，这表明市场已经为剩余现金储备期支付了溢价。两个收入驱动因素是：二叠纪盆地产量增长至250万桶\u002F日，以及圭亚那产能提升至170万桶\u002F日，两者都是低成本的，并且很大程度上在管理层的控制范围内。利润率驱动因素是提高每桶收益的采收率技术计划，中期情景假设到2030年净利润率约为11%。主要风险是估值压缩：模型的中期情景假设\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio\">市盈率\u003C\u002Fa>每年下降约4%，这是当接近25倍的倍数随着油价均值回归而向15倍左右正常化时会发生的情况。上行空间是技术和产量故事的增长速度快于模型预测，并且估值倍数得以维持。下行风险是油价回归，估值倍数压缩，投资者等待数年才能获得低个位数的回报。\u003C\u002Fp>\n\n\n\n\u003Ch3 id=\"h-conclusion\" class=\"wp-block-heading\">\u003Cstrong>结论\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">决定这一切的数字不是产量，而是估值倍数。埃克森美孚将于7月31日开盘前报告2026年第二季度业绩，这份报告的重要性不在于标题每股收益（约$50亿的石油意外之财应该会支撑这一点），而在于管理层关于这笔意外之财的持久性和采收率技术推广速度的说法。关注两件事。第一，自由现金流是否随着第一季度衍生品时机损失的逆转而恢复，因为一个干净的数字可以证实会计解释。第二，公司是否重申在价格不变的情况下2030年的产量和盈利增长目标，因为这是当前估值倍数所要求支付的增长。如果两者都成立，而此后股票交易市盈率仍接近25倍，那么市场正在为一个要到2030年才能完全实现的计划支付全价。剩余现金储备期是真实的。以这个入场点来看，耐心是入场券的成本。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>查看亿万富翁投资者正在买入哪些股票，以便您能通过TIKR跟随聪明钱。\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-should-you-invest-in-exxonmobil\" class=\"wp-block-heading\">您应该投资埃克森美孚吗？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">真正了解的唯一方法是亲自查看数据。TIKR为您免费提供专业分析师用来回答这个问题的机构级财务数据。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">打开\u003Cstrong>埃克森美孚\u003C\u002Fstrong>，您将看到多年的历史财务数据、华尔街分析师对未来几个季度收入和盈利的预期、估值倍数随时间的变化情况，以及价格目标是呈上升还是下降趋势。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">您可以建立一个免费的观察列表，以跟踪\u003Cstrong>\u003Cstrong>埃克森美孚\u003C\u002Fstrong>\u003C\u002Fstrong>以及您关注的所有其他股票。无需信用卡。只需您做决定所需的数据。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>在TIKR上免费分析埃克森美孚 →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">寻找新机会？\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>查看\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">亿万富翁投资者正在买入\u003C\u002Fa> \u003C\u002Fstrong>哪些股票，以便您能跟随聪明钱。\u003C\u002Fli>\n\n\n\n\u003Cli>使用TIKR一体化、易于使用的平台，\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">在短短5分钟内分析股票\u003C\u002Fa>\u003C\u002Fstrong>。\u003C\u002Fli>\n\n\n\n\u003Cli>您翻开的石头越多……您发现的机会就越多。\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">使用TIKR搜索10万+全球股票、全球顶级投资者持仓等。\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR上的文章并非TIKR或我们的内容团队提供的投资或财务建议，也不是买入或卖出任何股票的建议。我们根据TIKR Terminal的投资数据和分析师预测来创建内容。我们的分析可能不包括近期的公司新闻或重要更新。TIKR对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",1730,"zh","\u002Fblog\u002Fexxonmobil-has-its-strongest-growth-runway-in-40-years-at-nearly-25-times-earnings-is-it-already-priced-in","exxonmobil-has-its-strongest-growth-runway-in-40-years-at-nearly-25-times-earnings-is-it-already-priced-in","images\u002F5-6_1181832d508\u002F5-6_1181832d508","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784390327\u002Fimages\u002F5-6_1181832d508\u002F5-6_1181832d508.png?_i=AA",{"altText":165,"imageCredit":166},"ExxonMobil Has Its Strongest Growth Runway in 40 Years. At Nearly 25 Times Earnings, Is It Already Priced In?","@Thomas Parker from Pexels via Canva, @Science Photo Library via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Neil Chapman says ExxonMobil has its strongest earnings runway in 40 years, targeting 5.5 million barrels a day by 2030. Yet the stock trades near its richest multiple in years, and TIKR’s model sees just 6% total return through 2030.",{"title":165,"description":188,"twitterTitle":165,"twitterDescription":188,"author":168,"articlePublisher":189,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":190,"twitterData1":191,"ogTitle":165,"ogDescription":188,"ogUrl":160,"ogImage":163,"ogImageWidth":192,"ogImageHeight":193,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"Neil Chapman says ExxonMobil has its strongest earnings runway in 40 years, targeting 5.5 million barrels a day by 2030. Yet the stock trades near its richest multiple in years, and TIKR’s model sees just 6% total return through 2030.","TIKR.com","预计阅读时间","2 minutes",1200,630,[195,210,227,244,261],{"id":183,"title":196,"date":197,"excerpt":198,"wordCount":199,"uri":200,"slug":201,"cloudinaryAssetId":202,"featuredImageOriginalUrl":203,"featuredImageMetadata":204,"author":205,"categories":207,"relatedPosts":209},"Robinhood股价本周下跌9%，其消费金融业务扩张令投资者感到不安。以下是该股未来可能的走向","2026-07-18 16:50:00","Robinhood股价在7月中旬回落至100美元以下，因其首次发行的信用卡应收账款支持债券引发市场对其拓展消费信贷业务的新一轮审视。板块整体抛售加剧了跌势。",1468,"\u002Fblog\u002Frobinhood-stock-fell-9-this-week-as-its-consumer-finance-push-rattles-investors-heres-where-the-stock-could-go","robinhood-stock-fell-9-this-week-as-its-consumer-finance-push-rattles-investors-heres-where-the-stock-could-go","images\u002F2-6_118180b13f2\u002F2-6_118180b13f2","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784390314\u002Fimages\u002F2-6_118180b13f2\u002F2-6_118180b13f2.png?_i=AA",{"altText":196},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":206},[],[208],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":211,"date":212,"excerpt":213,"wordCount":214,"uri":215,"slug":216,"cloudinaryAssetId":217,"featuredImageOriginalUrl":218,"featuredImageMetadata":219,"author":220,"categories":224,"relatedPosts":226},"PayPal股价因530亿美元收购要约飙升18%。接下来会发生什么","2026-07-18 16:40:00","以下是为何Stripe和Advent一笔530亿美元的收购要约彻底改写了PayPal的整个故事。",1209,"\u002Fblog\u002Fpaypal-stock-surged-18-on-a-53-billion-takeover-bid-heres-whats-next","paypal-stock-surged-18-on-a-53-billion-takeover-bid-heres-whats-next","images\u002FPYPL-stock_1166108aaea\u002FPYPL-stock_1166108aaea","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1783674954\u002Fimages\u002FPYPL-stock_1166108aaea\u002FPYPL-stock_1166108aaea.png?_i=AA",{"altText":211},{"name":221,"slug":222,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":223},"Rexielyn Diaz","rexietikr",[],[225],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":228,"date":229,"excerpt":230,"wordCount":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":237,"categories":241,"relatedPosts":243},"Pinterest拥有6.31亿用户，股价较历史高点下跌44%","2026-07-18 16:35:00","Pinterest, Inc. 持续扩大其用户基础并产生实际现金流，但市场目前仍未予以重视。",1061,"\u002Fblog\u002Fpinterest-has-631-million-users-and-1-25-billion-in-annual-free-cash-flow-yet-the-stock-is-still-down-44-from-its-high","pinterest-has-631-million-users-and-1-25-billion-in-annual-free-cash-flow-yet-the-stock-is-still-down-44-from-its-high","images\u002FPinterest-Featured\u002FPinterest-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784380217\u002Fimages\u002FPinterest-Featured\u002FPinterest-Featured.png?_i=AA",{"altText":228},{"name":238,"slug":239,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":240},"David 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16:15:00","应用材料公司周五下跌约6%，市场对人工智能基础设施投资回报率的担忧再度引发半导体板块抛售。我们的分析显示，AMAT到2028年可能达到约620美元价位，但这意味着年化回报率仅约7%，且为执行层面的挫折预留的缓冲空间有限。",1079,"\u002Fblog\u002Fapplied-materials-fell-6-on-friday-heres-what-could-drive-the-stock-in-2026","applied-materials-fell-6-on-friday-heres-what-could-drive-the-stock-in-2026","images\u002F@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@Syda-Productions-via-Canva\u002F@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@Syda-Productions-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784390667\u002Fimages\u002F@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@Syda-Productions-via-Canva\u002F@Kittipong-Jirasukhanont-from-PhonlamaiPhotos-Images-via-Canva-@Syda-Productions-via-Canva.png?_i=AA",{"altText":245},{"name":255,"slug":256,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":257},"Nikko 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15:54:00","Datadog刚刚公布了32%的营收增长，并上调了全年业绩指引，使其成为2026年最明确的AI基础设施赢家之一。",1122,"\u002Fblog\u002Fdatadog-revenue-crossed-1-billion-in-a-single-quarter-the-stock-has-nearly-doubled-this-year","datadog-revenue-crossed-1-billion-in-a-single-quarter-the-stock-has-nearly-doubled-this-year","images\u002FDatadog-Featured\u002FDatadog-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784314387\u002Fimages\u002FDatadog-Featured\u002FDatadog-Featured.png?_i=AA",{"altText":262},{"name":238,"slug":239,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":272},[],[274],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[277,295,310,325,340,355,373,388,403,420,434,452,467,482,497],{"id":183,"title":278,"date":197,"excerpt":171,"wordCount":279,"uri":280,"slug":281,"cloudinaryAssetId":282,"featuredImageOriginalUrl":283,"featuredImageMetadata":284,"author":285,"categories":289,"relatedPosts":294},"为什么耐克股票到2031年可能翻倍",1087,"\u002Fblog\u002Fwhy-nike-stock-could-double-by-2031","why-nike-stock-could-double-by-2031","images\u002FFEATURED-IMAGE-MAKER-1084\u002FFEATURED-IMAGE-MAKER-1084","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784382401\u002Fimages\u002FFEATURED-IMAGE-MAKER-1084\u002FFEATURED-IMAGE-MAKER-1084.png?_i=AA",{"altText":278},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":288},"Gian 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16:30:00","在7月17日的部分交易时段中，苹果公司的市值超过了全球任何其他公司，这使其股价自6月低点以来实现了20%的上涨。然而，华尔街分析师给出的平均目标价目前低于该股现价，且公司财报将在不到两周内发布。",1620,"\u002Fblog\u002Fapple-just-briefly-passed-nvidia-as-the-worlds-most-valuable-company-heres-where-the-stock-could-go-in-2026","apple-just-briefly-passed-nvidia-as-the-worlds-most-valuable-company-heres-where-the-stock-could-go-in-2026","images\u002F4-6_118182f4de6\u002F4-6_118182f4de6","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784390322\u002Fimages\u002F4-6_118182f4de6\u002F4-6_118182f4de6.png?_i=AA",{"altText":296},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":306},[],[308],{"name":291,"slug":292,"uri":293,"description":171,"postsCount":183},[],{"id":183,"title":311,"date":312,"excerpt":313,"wordCount":314,"uri":315,"slug":316,"cloudinaryAssetId":317,"featuredImageOriginalUrl":318,"featuredImageMetadata":319,"author":320,"categories":322,"relatedPosts":324},"英伟达已从2026年低点反弹，因华盛顿开辟了新的需求战线。该股可能走向何方","2026-07-18 16:20:00","英伟达已从春季低点反弹，而此时华盛顿方面又为其开辟了新的海湾需求战线。公司业务正以85%的增速增长，远期市盈率仅为20倍，然而其股价在2026年大部分时间里却停滞不前。",1659,"\u002Fblog\u002Fnvidia-has-recovered-off-its-2026-lows-as-washington-opens-a-new-demand-front-heres-where-the-stock-could-go","nvidia-has-recovered-off-its-2026-lows-as-washington-opens-a-new-demand-front-heres-where-the-stock-could-go","images\u002F3-6_11818119906\u002F3-6_11818119906","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784390319\u002Fimages\u002F3-6_11818119906\u002F3-6_11818119906.png?_i=AA",{"altText":311},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":321},[],[323],{"name":291,"slug":292,"uri":293,"description":171,"postsCount":183},[],{"id":183,"title":326,"date":327,"excerpt":328,"wordCount":329,"uri":330,"slug":331,"cloudinaryAssetId":332,"featuredImageOriginalUrl":333,"featuredImageMetadata":334,"author":335,"categories":337,"relatedPosts":339},"Cloudflare股价已超越华尔街自身目标价。投资者是否应为此感到担忧？","2026-07-18 14:30:00","Cloudflare股价已超越分析师目标价，但推动这轮涨势的重组举措背后，隐藏着与头条新闻截然不同的增长叙事。",1084,"\u002Fblog\u002Fcloudflare-stock-is-priced-above-wall-streets-own-target-should-that-worry-investors","cloudflare-stock-is-priced-above-wall-streets-own-target-should-that-worry-investors","images\u002FFEATURED-IMAGE-MAKER-1083\u002FFEATURED-IMAGE-MAKER-1083","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784381608\u002Fimages\u002FFEATURED-IMAGE-MAKER-1083\u002FFEATURED-IMAGE-MAKER-1083.png?_i=AA",{"altText":326},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":336},[],[338],{"name":291,"slug":292,"uri":293,"description":171,"postsCount":183},[],{"id":183,"title":341,"date":342,"excerpt":343,"wordCount":344,"uri":345,"slug":346,"cloudinaryAssetId":347,"featuredImageOriginalUrl":348,"featuredImageMetadata":349,"author":350,"categories":352,"relatedPosts":354},"在股价下跌77%后，是否应该买入Duolingo股票？","2026-07-18 11:00:00","Duolingo第一季度EBITDA超出预期14%，自由现金流超出预期117%，然而股价仍较2026年峰值下跌66%。原因如下。",1047,"\u002Fblog\u002Fshould-you-buy-duolingo-stock-after-its-77-drawdown","should-you-buy-duolingo-stock-after-its-77-drawdown","images\u002FFEATURED-IMAGE-MAKER-1077\u002FFEATURED-IMAGE-MAKER-1077","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784356849\u002Fimages\u002FFEATURED-IMAGE-MAKER-1077\u002FFEATURED-IMAGE-MAKER-1077.png?_i=AA",{"altText":341},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":351},[],[353],{"name":291,"slug":292,"uri":293,"description":171,"postsCount":183},[],{"id":183,"title":356,"date":357,"excerpt":358,"wordCount":359,"uri":360,"slug":361,"cloudinaryAssetId":362,"featuredImageOriginalUrl":363,"featuredImageMetadata":364,"author":365,"categories":367,"relatedPosts":372},"联合健康集团Q2财报后股价表现：业绩超预期、上调指引与延迟复苏","2026-07-18 15:00:00","UnitedHealth的股票一年前看起来已经崩盘。第二季度财报和上调至200亿美元的业绩指引则给出了不同的答案。",1015,"\u002Fblog\u002Funitedhealth-stock-after-q2-earnings-a-beat-a-raised-guide-and-a-delayed-recovery","unitedhealth-stock-after-q2-earnings-a-beat-a-raised-guide-and-a-delayed-recovery","images\u002FFEATURED-IMAGE-MAKER-1081\u002FFEATURED-IMAGE-MAKER-1081","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784377870\u002Fimages\u002FFEATURED-IMAGE-MAKER-1081\u002FFEATURED-IMAGE-MAKER-1081.png?_i=AA",{"altText":356},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":366},[],[368],{"name":369,"slug":370,"uri":371,"description":171,"postsCount":183},"收益更新","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":374,"date":375,"excerpt":376,"wordCount":377,"uri":378,"slug":379,"cloudinaryAssetId":380,"featuredImageOriginalUrl":381,"featuredImageMetadata":382,"author":383,"categories":385,"relatedPosts":387},"美联航第二季度盈利承受了23亿美元燃料成本冲击。然而业绩指引却依然上调。","2026-07-18 14:00:00","美联航将其每股收益指引上调至11美元，第四季度收益率已预订增长19%。现在的问题是：118美元是否就是全部上行空间？",931,"\u002Fblog\u002Funited-airlines-q2-earnings-absorbed-a-2-3-billion-fuel-shock-the-guide-went-up-anyway","united-airlines-q2-earnings-absorbed-a-2-3-billion-fuel-shock-the-guide-went-up-anyway","images\u002FFEATURED-IMAGE-MAKER-1080\u002FFEATURED-IMAGE-MAKER-1080","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784374665\u002Fimages\u002FFEATURED-IMAGE-MAKER-1080\u002FFEATURED-IMAGE-MAKER-1080.png?_i=AA",{"altText":374},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":384},[],[386],{"name":369,"slug":370,"uri":371,"description":171,"postsCount":183},[],{"id":183,"title":389,"date":390,"excerpt":391,"wordCount":392,"uri":393,"slug":394,"cloudinaryAssetId":395,"featuredImageOriginalUrl":396,"featuredImageMetadata":397,"author":398,"categories":400,"relatedPosts":402},"摩根士丹利股价上涨。为何第二季度业绩显示仍有上行空间。","2026-07-18 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15:03:52","Cintas股价上涨6.5%，此前美国银行在该公司公布强劲的第四季度财报和2027年业绩展望后，将其股票评级上调至买入。",779,"\u002Fblog\u002Fcintas-nasdaq-stock-jumps-following-bank-of-america-rating-upgrade","cintas-nasdaq-stock-jumps-following-bank-of-america-rating-upgrade","images\u002FCTAS-Stock_11788155171\u002FCTAS-Stock_11788155171","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784288732\u002Fimages\u002FCTAS-Stock_11788155171\u002FCTAS-Stock_11788155171.png?_i=AA",{"altText":404},{"name":414,"slug":415,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":416},"Aditya Raghunath","adityatikr",[],[418],{"name":369,"slug":370,"uri":371,"description":171,"postsCount":183},[],{"id":183,"title":421,"date":422,"excerpt":423,"wordCount":424,"uri":425,"slug":426,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":427,"featuredImageMetadata":428,"author":429,"categories":431,"relatedPosts":433},"强生公司2026年第二季度业绩：尽管GAAP准则下未达标，营收与每股收益均超预期","2026-07-17 15:00:00","强生公司第二季度每股收益超出预期1.6%，并再次上调了全年业绩指引。TIKR的模型预测其股价将达到466美元。",922,"\u002Fblog\u002Fjohnson-johnson-q2-2026-results-a-clean-beat-on-revenue-and-eps-despite-a-gaap-miss","johnson-johnson-q2-2026-results-a-clean-beat-on-revenue-and-eps-despite-a-gaap-miss","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F07\u002FFEATURED-IMAGE-MAKER-1073-600x360.png",{"altText":421},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":430},[],[432],{"name":369,"slug":370,"uri":371,"description":171,"postsCount":183},[],{"id":183,"title":435,"date":436,"excerpt":437,"wordCount":438,"uri":439,"slug":440,"cloudinaryAssetId":441,"featuredImageOriginalUrl":442,"featuredImageMetadata":443,"author":444,"categories":446,"relatedPosts":451},"CVS股票分析：高股息率是否值得押注转型风险？","2026-07-16 13:00:00","CVS Health的派息率降至29%，而其季度股息连续八个季度维持在每股0.67美元。股息率则下降至2.47%。",1060,"\u002Fblog\u002Fcvs-stock-analysis-is-the-high-yield-worth-the-turnaround-risk","cvs-stock-analysis-is-the-high-yield-worth-the-turnaround-risk","images\u002FFEATURED-IMAGE-MAKER-1058\u002FFEATURED-IMAGE-MAKER-1058","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784199539\u002Fimages\u002FFEATURED-IMAGE-MAKER-1058\u002FFEATURED-IMAGE-MAKER-1058.png?_i=AA",{"altText":435},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":445},[],[447],{"name":448,"slug":449,"uri":450,"description":171,"postsCount":183},"股息","dividends","\u002Fblog\u002Fcategory\u002Fdividends",[],{"id":183,"title":453,"date":454,"excerpt":455,"wordCount":456,"uri":457,"slug":458,"cloudinaryAssetId":459,"featuredImageOriginalUrl":460,"featuredImageMetadata":461,"author":462,"categories":464,"relatedPosts":466},"CSCO股票回顾：思科系统是最安全的科技价值股吗？","2026-07-16 12:00:00","思科的派息率已从两年前的74%降至49%，尽管其每股股息已升至0.42美元。",1191,"\u002Fblog\u002Fcsco-stock-review-is-cisco-systems-the-safest-tech-value-play","csco-stock-review-is-cisco-systems-the-safest-tech-value-play","images\u002FFEATURED-IMAGE-MAKER-1057\u002FFEATURED-IMAGE-MAKER-1057","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784195959\u002Fimages\u002FFEATURED-IMAGE-MAKER-1057\u002FFEATURED-IMAGE-MAKER-1057.png?_i=AA",{"altText":453},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":463},[],[465],{"name":448,"slug":449,"uri":450,"description":171,"postsCount":183},[],{"id":183,"title":468,"date":469,"excerpt":470,"wordCount":471,"uri":472,"slug":473,"cloudinaryAssetId":474,"featuredImageOriginalUrl":475,"featuredImageMetadata":476,"author":477,"categories":479,"relatedPosts":481},"TXN股息：最适合长期派息增长的芯片股","2026-07-16 11:00:00","德州仪器过去12个月的自由现金流达到44亿美元，是去年17亿美元的两倍多。股息随之而来。",1470,"\u002Fblog\u002Ftxn-dividend-the-best-long-lifecycle-chip-stock-for-payout-growth","txn-dividend-the-best-long-lifecycle-chip-stock-for-payout-growth","images\u002FFEATURED-IMAGE-MAKER-1056\u002FFEATURED-IMAGE-MAKER-1056","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784194373\u002Fimages\u002FFEATURED-IMAGE-MAKER-1056\u002FFEATURED-IMAGE-MAKER-1056.png?_i=AA",{"altText":468},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":478},[],[480],{"name":448,"slug":449,"uri":450,"description":171,"postsCount":183},[],{"id":183,"title":483,"date":484,"excerpt":485,"wordCount":486,"uri":487,"slug":488,"cloudinaryAssetId":489,"featuredImageOriginalUrl":490,"featuredImageMetadata":491,"author":492,"categories":494,"relatedPosts":496},"联合太平洋铁路 (UNP) 股票：买入这家铁路股息背后的护城河","2026-07-16 10:00:00","联合太平洋的派息率目前为48%，调整后每股收益增长9%。其股息增长空间是大多数股票难以企及的。",1155,"\u002Fblog\u002Funion-pacific-unp-stock-buying-the-moat-behind-this-rail-dividend","union-pacific-unp-stock-buying-the-moat-behind-this-rail-dividend","images\u002FFEATURED-IMAGE-MAKER-1055\u002FFEATURED-IMAGE-MAKER-1055","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784183265\u002Fimages\u002FFEATURED-IMAGE-MAKER-1055\u002FFEATURED-IMAGE-MAKER-1055.png?_i=AA",{"altText":483},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":493},[],[495],{"name":448,"slug":449,"uri":450,"description":171,"postsCount":183},[],{"id":183,"title":498,"date":499,"excerpt":500,"wordCount":501,"uri":502,"slug":503,"cloudinaryAssetId":504,"featuredImageOriginalUrl":505,"featuredImageMetadata":506,"author":507,"categories":509,"relatedPosts":511},"NUE股票股息收益率：为何纽柯公司提供独特的周期性保护","2026-07-16 09:00:00","纽柯钢铁的派息率在创纪录的700万吨季度产量后已降至17%，股息率目前为1.0%。以下是股息数据所揭示的情况。",1202,"\u002Fblog\u002Fnue-stock-dividend-yield-why-nucor-offers-unique-cyclical-protection","nue-stock-dividend-yield-why-nucor-offers-unique-cyclical-protection","images\u002FFEATURED-IMAGE-MAKER-1054\u002FFEATURED-IMAGE-MAKER-1054","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784181389\u002Fimages\u002FFEATURED-IMAGE-MAKER-1054\u002FFEATURED-IMAGE-MAKER-1054.png?_i=AA",{"altText":498},{"name":286,"slug":287,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":508},[],[510],{"name":448,"slug":449,"uri":450,"description":171,"postsCount":183},[]]