ReutersCodex · 实盘不做把握 6/10
北京时间·🕒 发布 14:21:18时区推断·⟳ 抓取 14:31:16·⚡ 决策 07-16 14:39:46 +8m30s·103.2 天前
TotalEnergies预计油气上涨将抬升二季度利润
油气价格因伊朗战争和霍尔木兹供应扰动上涨，确实利好TotalEnergies二季度利润。
📄 原文Reuters↗ 原文
French oil major TotalEnergies (TTEF.PA) said extended energy price rises due to the war in Iran are expected to lift…
不做 TotalEnergies（TTEF.FR）
不做：利好来自已广泛交易的油价beta，且缺少相对一致预期的超预期幅度；等7月23日正式业绩再判断。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- Reuters报道称TotalEnergies发布业绩快照，预计二季度利润受油气价格上涨提振。
- 公司IR页面显示二季度及上半年业绩电话会定于2026年7月23日，正式财报尚未发布。
关键理由
- 油气价格因伊朗战争和霍尔木兹供应扰动上涨，确实利好TotalEnergies二季度利润。
- 但这是油价beta和即将发布业绩前的盈利快照，Shell、BP等同行已提前提示强交易利润，市场对油气巨头盈利改善已有较高预期。
主要风险
- 7月23日正式业绩仍可能超预期，但当前快讯没有给出相对一致预期的具体超预期幅度。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-16 · 影响 weakens
同行Shell、BP此前已提示强交易利润，说明行业盈利改善不是孤立新信息。
检索:TotalEnergies Q2 2026 consensus oil gas trading profit Shell BP flagged strong trading profits 原文 ↗
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原文全文
展开原文 · 728 字
French oil major TotalEnergies (TTEF.PA) said extended energy price rises due to the war in Iran are expected to lift its second quarter profits, in an earnings snapshot published on Thursday.
The U.S.-Israeli war on Iran , which led to Iran effectively shutting the Strait of Hormuz, disrupted global supplies and pushed crude oil and gas prices to multi-year highs, delivering a windfall for major energy companies. Shell and BP flagged strong trading profits in the past week.
Global benchmark Brent crude prices hit multi-year highs and averaged around $97 per barrel during the April-to-June quarter, up 45% from $67 per barrel a year earlier.
TotalEnergies reports second-quarter results on July 23.
The U.S.-Israeli war on Iran , which led to Iran effectively shutting the Strait of Hormuz, disrupted global supplies and pushed crude oil and gas prices to multi-year highs, delivering a windfall for major energy companies. Shell and BP flagged strong trading profits in the past week.
Global benchmark Brent crude prices hit multi-year highs and averaged around $97 per barrel during the April-to-June quarter, up 45% from $67 per barrel a year earlier.
TotalEnergies reports second-quarter results on July 23.
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