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| 2019-08-16 来源： 中国石化新闻网 |
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石化新闻 |
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中国石化新闻网讯 据彭博社8月15日多伦多报道，能源股和油价同步波动的日子现在已经少之又少了。石油价格可能上涨，但股市仍在下跌，这是二者在加拿大有记录以来最严重的背离。 彭博汇编的数据显示，伊沙雷斯S&P/TSX上限能源指数交易所交易基金数额与西德克萨斯中质原油价格波动的比率创下历史新低。 所谓的能源股与WTI原油价格脱钩对加拿大股市的打击比对美国股市更大。与加拿大不同的是，尽管伊沙雷斯美国能源交易所交易基金和WTI之间的比率已经下降，但远没有达到创纪录的低点。 尽管宏观经济持续波动，今年原油价格仍上涨了约20%，然而加拿大能源交易所交易基金下跌了逾10%，美国能源交易所交易基金下跌了约2%。 门诺·胡尔索夫(Menno Hulshof)领导道明证券的分析师在8月13日的一份报告中表示，管道限制、监管逆风和对油砂公司兴趣索然是加拿大经济下滑的主要原因。 孙子舒 编译自 彭博社 原文如下， Canadian energy stocks ‘decoupling’ from oil price movements The days when energy stocks and the price of oil moved in lockstep are now few and far between. Oil may go up but stocks still fall, and in Canada it’s the worst divergence on record. The ratio of the iShares S&P/TSX Capped Energy Index ETF to West Texas Intermediate crude oil is at an all-time low, according to data compiled by Bloomberg. And the so-called decoupling of energy shares from the price of WTI crude has hit Canadian stocks harder than their U.S. counterparts. Unlike in Canada, while the ratio between the iShares U.S. Energy ETF and WTI has dropped, it’s nowhere near a record low. Crude has gained about 20% this year despite continued macroeconomic volatility, while the Canadian energy ETF slumped more than 10%. The U.S. energy ETF slipped about 2%. Pipeline constraints, regulatory headwinds and lackluster interest in oil-sands companies are the main reasons for Canada’s slump, said TD Securities Inc. analysts led by Menno Hulshof in an Aug. 13 report.
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