Investing.comDoubao · 实盘不做把握 7/10不做原因:风险收益比不佳
北京时间·🕒 发布 20:12:37·⟳ 抓取 20:13:45 +1m08s·⚡ 决策 10-08 20:14:49 +1m04s·18.9 天前
SLB与道达尔能源达成15年DrillPlan钻井规划软件全球部署协议，金额未披露
SLB为超大市值油服公司，DrillPlan数字化软件只是其业务中很小的一块；15年协议未披露金额、且为既有合作的延展，无法证明在短线窗口内对收入、利润或订单指引产生相对市值足够大的增量，缺乏可交易edge，也不存在可坐实的二阶供应链标的。
📄 原文Investing.com↗ 原文
SLB secures 15-year TotalEnergies drilling software deal
By Investing.com Advertisement Advertisement SLB secures 15-year TotalEnergies drilling software deal Company News Publ…
不做 SLB（斯伦贝谢）（SLB.US）
超大市值油服龙头的未披露金额软件长协，且建立在既有合作之上，相对收入与市值无可量化增量，属软催化、无短线正edge。
不做 TotalEnergies（道达尔能源）（TTE.US）
作为采购客户，数字化工具部署偏运营效率支出，不构成可交易的盈利正向催化。
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
结论摘要
SLB拿下道达尔能源15年DrillPlan钻井软件部署协议，方向正面但金额未披露、属既有合作延展；相对SLB数百亿美元收入体量的增量无法量化，软催化对超大市值主标的不构成短线机会，故回避。
🔎 新鲜度:最早出现 2026-10-08 · 扩散 low · price-in 风险 low ↗
关键理由
- 15年长期客户协议体现SLB数字化产品竞争力与客户粘性，方向上利好其Digital业务。
主要风险
- 无金额、无最低采购承诺且为既有合作延续，年化贡献可能极小，难以驱动大盘股重定价。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-10-08 · 影响 weakens
正文明确财务条款未披露且为既有合作延续，无任何收入或指引上调证据，做多缺乏量级支撑。
检索:SLB DrillPlan TotalEnergies 15-year deal financial terms revenue significance 原文 ↗
先例如何影响了这次决策
对本次决策的影响:先例缺失不影响结论：协议因未披露金额、相对SLB市值增量不可证而被回避，而非依赖历史涨幅定价。
方向:无可用对齐先例，但方向为正且不改变materiality判断。
涨幅量级:未检索到同市场、同相位且金额/市值可比的软件部署长协先例，无法校准幅度。
形态:无条件据判断见光死或高开低走模式。
工具执行结果 · 成功 2 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 14 ms
{"result": "search_processed_events:agent query=`slb totalenergies 15-year drillplan drilling software agreement | 斯伦贝谢 道达尔能源 drillplan 钻井软件 15年 协议`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选，不能据此证明消息首发或不是重复；按当前事件继续正常研判。"} - fetch_decision_experience 成功 stock_tools HTTP · 11 ms
{
原文全文
展开原文 · 7,161 字
SLB secures 15-year TotalEnergies drilling software deal By Investing.com
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SLB secures 15-year TotalEnergies drilling software deal
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Published
Oct 08, 2026, 08:12 AM
SLB secures 15-year TotalEnergies drilling software deal
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SLB secures 15-year TotalEnergies drilling software deal
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© Reuters
In this article:
TTEF
+
2.68%
SLB
-4.08%
HOUSTON - SLB (
NYSE:SLB
) announced today a 15-year agreement with
TotalEnergies
to deploy its DrillPlan well planning and engineering solutions across TotalEnergies’ global upstream portfolio.
The agreement will support TotalEnergies’ transition to a digital planning environment, connecting subsurface insights with well planning and engineering workflows, according to a press release statement.
The DrillPlan solutions integrate offset well data, trajectory designs, casing and completion inputs, and planning assumptions used throughout the well construction process. The platform enables cross-functional teams to work from a common foundation of data, plans and assumptions.
"Operators are increasingly looking for scalable technologies that can support more consistent planning decisions across large and diverse portfolios," said Rakesh Jaggi, president of SLB’s Digital business.
The deployment is designed to connect workflows, integrate custom processes, scale across operations, and enable ongoing deployment of new digital technologies. The agreement combines TotalEnergies’ internally developed digital expertise with SLB’s well construction and digital domain capabilities.
The DrillPlan solutions aim to streamline well design and engineering activities by standardizing the digital drilling planning environment across TotalEnergies’ operations.
The agreement builds on the existing collaboration between SLB and TotalEnergies in digital well construction planning. Financial terms of the 15-year agreement were not disclosed.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
SLB secures 15-year TotalEnergies drilling software deal
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SLB secures 15-year TotalEnergies drilling software deal
Company News
Published
Oct 08, 2026, 08:12 AM
SLB secures 15-year TotalEnergies drilling software deal
View all comments (0)
0
SLB secures 15-year TotalEnergies drilling software deal
View all comments (0)
0
© Reuters
In this article:
TTEF
+
2.68%
SLB
-4.08%
HOUSTON - SLB (
NYSE:SLB
) announced today a 15-year agreement with
TotalEnergies
to deploy its DrillPlan well planning and engineering solutions across TotalEnergies’ global upstream portfolio.
The agreement will support TotalEnergies’ transition to a digital planning environment, connecting subsurface insights with well planning and engineering workflows, according to a press release statement.
The DrillPlan solutions integrate offset well data, trajectory designs, casing and completion inputs, and planning assumptions used throughout the well construction process. The platform enables cross-functional teams to work from a common foundation of data, plans and assumptions.
"Operators are increasingly looking for scalable technologies that can support more consistent planning decisions across large and diverse portfolios," said Rakesh Jaggi, president of SLB’s Digital business.
The deployment is designed to connect workflows, integrate custom processes, scale across operations, and enable ongoing deployment of new digital technologies. The agreement combines TotalEnergies’ internally developed digital expertise with SLB’s well construction and digital domain capabilities.
The DrillPlan solutions aim to streamline well design and engineering activities by standardizing the digital drilling planning environment across TotalEnergies’ operations.
The agreement builds on the existing collaboration between SLB and TotalEnergies in digital well construction planning. Financial terms of the 15-year agreement were not disclosed.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.
SLB secures 15-year TotalEnergies drilling software deal
View all comments (0)
0
Latest comments
Post
Comment Guidelines
Trade With A Regulated Broker
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Commodities
Bonds
Stocks
US 30
50,815.50
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US 500
7,769.40
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Dow Jones
51,179.87
-341.41
-0.66%
S&P 500
7,801.77
-17.16
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Nasdaq
27,538.69
-61.19
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S&P 500 VIX
15.69
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Dollar Index
102.163
+0.150
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Crude Oil WTI Futures
92.43
+4.15
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Brent Oil Futures
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Natural Gas Futures
3.274
+0.071
+2.22%
Gold Futures
4,148.75
+8.05
+0.19%
Silver Futures
59.125
-1.169
-1.94%
Copper Futures
6.6388
-0.0107
-0.16%
US Soybeans Futures
1,293.50
-3.50
-0.27%
U.S. 10Y
5.325
+0.047
+0.89%
U.S. 30Y
5.696
+0.035
+0.62%
U.S. 5Y
5.07
+0.049
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U.S. 3M
4.151
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US 10Y T-Note Futures
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Losers %
Name
Last
Chg. %
Vol.
MU
1,088.00
+4.06%
30.86M
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-0.74%
81.77M
SNDK
1,692.42
+1.92%
9.17M
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Name
Last
Chg. %
Vol.
NRG
108.61
+4.84%
5.39M
MRNA
196.48
+4.81%
14.64M
MU
1,088.00
+4.06%
30.86M
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14.45
+3.88%
41.33M
VST
166.72
+3.88%
12.01M
SMCI
44.94
+3.41%
40.54M
NTAP
235.77
+3.20%
3.00M
Name
Last
Chg. %
Vol.
MSTR
153.37
-6.79%
21.67M
SKYD
8.89
-6.72%
43.30M
CAT
813.83
-5.75%
3.34M
MHK
119.18
-5.45%
1.70M
NBIS
237.15
-5.09%
18.05M
CRWD
265.44
-4.81%
8.81M
BLDR
53.55
-4.75%
2.36M
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Top Value Stocks
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Best of Buffett
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Energy Elite
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Financial Fortresses
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Quality Compounders
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Small-Cap Sprinters
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Healthcare Heroes
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aaaa aaaaa aaaa a
aaaa aaaaa aaaa a
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Beat the S&P 500
Stocks in this Strategy
aaaa aaaaa aaaa a
aaaa aaaaa aaaa a
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Dominate the Dow
Stocks in this Strategy
aaaa aaaaa aaaa a
aaaa aaaaa aaaa a
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Mid-Cap Movers
Stocks in this Strategy
aaaa aaaaa aaaa a
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Mexican Stock Exchange Leaders
Stocks in this Strategy
aaaa aaaaa aaaa a
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Best Brazilian Stocks
Stocks in this Strategy
aaaa aaaaa aaaa a
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Italian Market Elite
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Alpha Germany Select
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