化工股陆金所(股票代码:LU)今天盘中大涨5.15%,引发了市场的广泛关注。
分析人士指出,这一涨幅的主要原因可能是燃料油期货品种期价持续上涨。此前一段时间,低硫燃料油期货长期处于下行通道,对陆金所的股价形成一定压力。从最新期货数据来看,低硫燃料油期货价格出现止跌企稳迹象,今日虽小幅下跌1.5%,但考虑到前期低位,这一下跌幅度有限。市场预期如果燃料油等大宗商品持续走高,将有望改善陆金所的盈利水平,从而提振股价。
另外,国投期货研报指出,尽管目前地缘局势仍存在一些不确定因素,但总体上局势趋缓,有利于航运贸易的恢复,这也将对陆金所主营的燃料油贸易业务形成利好支撑。
不过也有分析人士持谨慎态度,认为虽然周期类大宗商品短期或将企稳,但从长期来看,下行压力依旧存在。因此,即使燃料油价格出现一定回升,对陆金所盈利的支撑力度也可能受限。未来陆金所的走势仍需进一步观察。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.