雪佛龍 (CVX) 在我們目前最值得投資的能源股名單中排名第五

我們最近發布了 12 個最值得立即投資的能源股名單。在本文中，我們將了解雪佛龍公司（NYSE：CVX）與其他目前最值得投資的能源股相比的情況。

We recently published a list of 12 Best Energy Stocks To Invest In Now. In this article, we are going to look at where Chevron Corporation (NYSE:CVX) stands against other best energy stocks to invest in now.

我們最近發布了 12 個最值得立即投資的能源股名單。在本文中，我們將了解雪佛龍公司（NYSE：CVX）與其他目前最值得投資的能源股相比的情況。

2025 Oil Market Outlook: Prices to Fall

2025 年石油市場展望：價格將下跌

On December 18, CNBC reported that oil prices in 2025 are expected to decline due to a looming surplus in the global market, rather than any immediate actions by President-elect Donald Trump. As Trump prepares to assume office on January 20, 2025, the U.S., the world’s largest oil producer, continues to pump record amounts of crude, while demand from China, the world’s largest oil importer, slows amid economic headwinds.

12 月 18 日，CNBC 報道稱，預計 2025 年油價將下跌，原因是全球市場即將出現盈餘，而不是當選總統川普立即採取行動。隨著川普準備在 2025 年 1 月 20 日上任，全球最大石油生產國美國持續生產創紀錄數量的原油，而全球最大石油進口國中國的需求因經濟逆風而放緩。

Market analysts foresee U.S. crude oil prices averaging around $61 per barrel and Brent crude at $65 per barrel in 2025, according to forecasts from Bank of America and RBC Capital Markets. These projections represent a decline of over $8 from current levels. UBS presents a more moderate outlook, predicting Brent prices to average around $80 per barrel, supported by stronger demand and a narrower surplus.

根據美國銀行和加拿大皇家銀行資本市場的預測，市場分析師預計 2025 年美國原油價格平均約為每桶 61 美元，布蘭特原油價格為每桶 65 美元。這些預測比目前水準下降了 8 美元以上。瑞銀提出了更溫和的前景，預計在需求強勁和盈餘收窄的支撐下，布蘭特原油價格平均將在每桶 80 美元左右。

While Trump has expressed a desire for lower energy prices, geopolitical factors could counteract his goals. If the Trump administration reinstates stricter measures on Iranian and Venezuelan oil exports, prices might rise instead of falling, according to Jorge Leon of Rystad Energy. However, any potential tariffs Trump may impose are unlikely to significantly impact global demand until 2026.

儘管川普表達了降低能源價格的願望，但地緣政治因素可能會抵消他的目標。 Rystad Energy 的 Jorge Leon 表示，如果川普政府恢復對伊朗和委內瑞拉石油出口採取更嚴格的措施，石油價格可能會上漲而不是下跌。然而，川普可能徵收的任何潛在關稅在 2026 年之前都不太可能對全球需求產生重大影響。

The evolving energy landscape is being shaped by the growing demands of AI infrastructure, advancements in cleaner energy solutions, and shifting global market dynamics. As tech giants increasingly turn to energy companies to meet their energy needs, companies are positioning themselves at the forefront of this transformation.

人工智慧基礎設施不斷增長的需求、清潔能源解決方案的進步以及全球市場動態的變化正在塑造不斷變化的能源格局。隨著科技巨頭越來越多地轉向能源公司來滿足其能源需求，各公司將自己定位在這項轉型的最前線。

Our Methodology

我們的方法論

To compile our list of the 12 best energy stocks to invest in now, we used Finviz and Yahoo stock screeners to find the 30 largest energy companies. Then we used Insider Monkey’s Hedge Fund database to rank 12 stocks according to the largest number of hedge fund holders, as of Q3 2024. The list is sorted in ascending order of hedge fund sentiment.

為了編制目前最值得投資的 12 檔能源股名單，我們使用 Finviz 和雅虎股票篩選器找到了 30 家最大的能源公司。然後，我們使用 Insider Monkey 的對沖基金資料庫，根據截至 2024 年第三季的最大對沖基金持有者數量對 12 隻股票進行了排名。

Why do we care about what hedge funds do? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).

為什麼我們關心對沖基金的行為？原因很簡單：我們的研究表明，透過模仿最好的對沖基金的首選股票，我們可以跑贏大盤。我們的季度通訊策略每季都會選擇 14 隻小型股和大盤股，自 2014 年 5 月以來回報率達到 275%，比基準高出 150 個百分點（更多詳情請參見此處）。

Chevron Corporation (NYSE:CVX)

雪佛龍公司（NYSE：CVX）

Number of Hedge Fund Investors: 63

對沖基金投資者數：63

Chevron Corporation (NYSE:CVX), headquartered in California, is one of the world’s largest integrated energy companies. The company operates across the entire oil and gas value chain, including exploration, production, refining, and marketing. Chevron Corporation (NYSE:CVX) sells fuels, lubricants, and petrochemicals and serves both industrial and retail customers globally.

雪佛龍公司（NYSE：CVX）總部位於加州，是全球最大的綜合能源公司之一。該公司業務遍及整個石油和天然氣價值鏈，包括勘探、生產、煉油和行銷。雪佛龍公司（NYSE：CVX）銷售燃料、潤滑油和石化產品，並為全球工業和零售客戶提供服務。

Chevron Corporation (NYSE:CVX) is advancing several key projects poised to drive production and cash flow growth in the coming years. The company’s high-pressure Anchor project in the Gulf of Mexico is now operational, and water injection has commenced to enhance production at the Jack/St. Malo and Tahiti fields. These initiatives, along with additional projects planned through 2025, are expected to boost Gulf of Mexico production to 300,000 barrels per day by 2026. Meanwhile, at the Tengizchevroil (TCO) project in Kazakhstan, all four pressure boost facilities are fully operational, with start-up procedures scheduled to begin in the first quarter of 2025.

雪佛龍公司（NYSE：CVX）正在推進幾個關鍵項目，這些項目預計在未來幾年推動產量和現金流成長。該公司位於墨西哥灣的高壓 Anchor 項目現已投入運營，注水已開始提高 Jack/St. 的產量。馬洛和塔希提島油田。這些舉措以及計劃到2025 年的其他項目預計到2026 年將墨西哥灣的產量提高到30 萬桶/日。 ，並開始升級程序計劃於 2025 年第一季開始。

Chevron Corporation (NYSE:CVX) is also making significant investments in technology and digital tools to enhance productivity and reduce costs. The company has been diligent in its efforts to optimize its portfolio, leveraging technology to enhance productivity and change how and where work is performed. This is expected to deliver $2 billion to $3 billion in structural cost reductions by the end of 2026. Furthermore, the company is actively managing its capital spending to ensure it remains disciplined and aligned with its financial priorities.

雪佛龍公司（NYSE：CVX）也在技術和數位工具方面進行了大量投資，以提高生產力並降低成本。該公司一直努力優化其產品組合，利用技術提高生產力並改變工作方式和地點。預計到 2026 年底，這將帶來 20 億至 30 億美元的結構性成本削減。

Overall, CVX ranks 5th on our list of best energy stocks to invest in now. While we acknowledge the potential of CVX to grow, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CVX but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

總體而言，CVX 在我們目前最值得投資的能源股名單中排名第五。雖然我們承認 CVX 的成長潛力，但我們堅信人工智慧股票更有希望在更短的時間內實現更高的回報。如果您正在尋找比 CVX 更有前途但交易價格低於其市盈率 5 倍的 AI 股票，請查看我們關於最便宜的 AI 股票的報告。

READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.

閱讀下一篇：貝萊德 (BlackRock) 認為，現在值得買的 8 隻最佳寬護城河股票和 30 隻最重要的人工智慧股票。

Disclosure: None. This article is

披露：無。這篇文章是