查了查，股票沒有跟上原油價，主要分析師認為原油跳高可能是短時間的

If oil averages $90/bbl for the remainder of 2026, Exxons valuation is expected to shift as follows:

• Earnings Sensitivity: For every$1 increasein the price of oil, Exxon typically sees a$0.25 improvement in EPS.
• Revised Fair Value: While current conservative models peg fair value at$128$132, sustained $90 oil could push this closer to$172+.
• 2030 Catalyst Acceleration: High prices would allow Exxon to hit its goal of adding$25 billionin annual earnings much earlier than its 2030 target, especially as it ramps up low-cost production in Guyana (875k bpd) and the Permian (1.8M boe/d).

Chevrons business model is particularly sensitive to the $90/bbl threshold, where profit margins dont just increasethey double.

• Profit Doubling: At $70/bbl, Chevron nets roughly$20/bblin profit (against a $50 breakeven). At $90/bbl, that profit jumps to$40/bbl, doubling the companys underlying earnings per barrel.
• Free Cash Flow (FCF) Surge: If oil averages $90, Chevron could exceed its projected$12.5 billion FCF expansionfor 2026, providing massive capital for its targeted$10$20 billion in annual share repurchases.
• Revised Price Targets: While the current average analyst target is$185.92, high-end estimates already account for this scenario with targets as high as$212.