According to Zhitong Finance APP, as inflation concerns intensify, investors have begun to buy stocks of oil and gas producers, leading to a &#34;rebirth&#34; of these stocks after significantly underperforming the U.S. stock market over the past two years. Data shows that although oil prices have fallen by about 6% this year, U.S. energy stocks are currently the best-performing among the 11 sectors of the S&amp;P 500 index—up nearly 8% year-to-date, while the S&amp;P 500 index has declined by nearly 4% during the same period.
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Simon Lack, portfolio manager of Catalyst Energy Infrastructure Fund, believes this is just the beginning. He stated, &#34;Energy stocks will outperform the market,&#34; and even after recent gains, the sector remains undervalued. He added, &#34;The White House really likes American energy and hopes to export more.&#34;
The last time energy stocks led the S&amp;P 500 index for the entire year was in 2022, when the outbreak of the Russia-Ukraine conflict caused oil prices to soar above $100 per barrel. A survey by the University of Michigan last week showed that Trump's tariff threats are impacting the economy, with consumers expecting prices to rise at an annual rate of 3.9% over the next five to ten years, the highest level in over 30 years. The latest economic forecast released by the Federal Reserve on Wednesday showed that officials have raised their inflation predictions.
In an inflationary environment, resource stocks, including energy (oil, natural gas, coal) and metals, tend to be favored, as the prices of these resources are often closely related to the global economic situation and inflation levels—when inflation expectations rise, market demand for resources increases, and production costs may also rise, driving up the prices of resource products. Additionally, the physical properties of resources make them an effective tool for hedging against inflation.
Data from Bank of America shows that as the S&amp;P 500 index entered a correction zone last week, the number of clients pouring into the energy sector exceeded that of any other sector. The bank's analysis indicates that institutional investors are major buyers of energy stocks.
It is certain that the rebound in the energy sector faces numerous potential challenges, including those from Trump. According to Eric Nuttall, portfolio manager at Ninepoint Partners, the energy sector faces &#34;a series of uncertainties,&#34; including the U.S. government's efforts to lower oil prices and the potential for more Russian oil supplies to enter the market if a ceasefire occurs in Ukraine.
However, the energy sector remains one of the cheapest sectors in the market, and the poor performance of high-valued tech stocks is prompting investors to seek more valuable targets. Simon Lack stated, &#34;The energy sector has been unpopular for a long time.&#34; According to data compiled by Bloomberg Intelligence, profit growth in the energy sector is expected to reach double digits in the third quarter, with profit growth in the following three months potentially leading the market at 20%

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As inflation concerns intensify, investors are beginning to favor stocks of oil and gas producers, leading to a resurgence of U.S. energy stocks after significantly underperforming the market over the past two years. Despite a cumulative decline of about 6% in oil prices, U.S. energy stocks have risen nearly 8% year-to-date, making them the best-performing sector in the S&P 500 index. Analysts believe that energy stocks will continue to outperform the market, especially in an inflationary environment where resource stocks are favored

通胀担忧加剧 美股能源股重获投资者青睐

通胀担忧加剧美股能源股重获投资者青睐