These stocks can benefit the most from lower oil prices, says Jefferies
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最新报道：Jefferies analysts highlight stocks poised to benefit from declining oil prices, citing reduced input costs for airlines, shipping firms, and consumer sectors. The report identifies Delta Air Lines, FedEx, and Amazon as top picks, with lower fuel expenses expected to boost margins. Jefferies notes Brent crude's recent 15% drop to $65 per barrel could persist amid rising U.S. shale output and weaker global demand. Retailers like Walmart may also see improved profitability as transportation costs ease. The firm cautions that sustained low prices could pressure energy producers but maintains an overall positive outlook for consumer-facing industries through 2025.
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