能源板块持续调整，金融板块反转

Global Integrated - LeaderseCAGlob Integrated -Laggards1-Week %NAM Midstream - Leaders1-Week %NAM Midstream-Laggards1-Week % US Refining - LeadersTicker1-Week %6.0%PBF19.8%P%L'9DK15.6%74.6%PARR11.1%4.4%CVI7.8%4.3%US Refining - LaggardsTicker1-Week %0.8%DINO2.2%1.7%MPC2.8%1.7%PSX4.4%2.1%VLO6.1%2.2%US LNG - LeadersTicker1-Week %1.6%NEXT16.1%1.6%NFE1.3%1.6%GLNG-1.7%1.2%1.1%US LNG - LaggardsTicker1-Week%3.9%6.4%-2.8%LNG2.3%-0.9%-0.9%-0.4% Lloyd Byrne * IEquity Analyst(212) 323-7528 Iloyd.byrne@jefferies.comSam Burwell, CFA *IEquity Analyst+1 (212) 284-2114I sburwell@jefferies.comEmma Schwartz*IEquity Analyst1 (212) 336-7254lemma.schwartz@jefferies.comJohn Edelman *Equity Analyst(212) 336-7412 jedelman@jefferies.comRoger Agarwal ^ IEquity Analyst+1 (647) 588-5370 I ragarwal4@jefferies.comTara Bleustein *IEquity Associate+1(212)323-75951tbleustein@jefferies.comGiacomo Romeo IEquity Analyst44 (0) 20 7548 4727igiacomo.romeo@jefferies.comMark Wilson,CEng±I Equity Analyst44 (0) 20 7029 8691 Imark.wilson@jefferies.com JefferiesExhibit 2 - Key Energy ETFsIHXOPXLEXEG CNIXCCRAKAMLPSource: Bloomberg, Jefferies. Note: Returns data calculated between 1pm to 2pm ET Friday.Exhibit 3 - Energy Relative PerformanceRelative to SPXXLEXOPOIHCRAKAMLPIXCXEGCNRelative to SPXS&P500EnergyNAME&PGlobal IntegratedUS RefiningUS Oilfield ServicesNAM MidstreamUSLNGRelative to XLENAM E&PGlobal IntegratedUS RefiningUS Oilfield ServicesNAM MidstreamUS LNGSource: Bloomberg, Jefferies. Note: Returns data AlExhibit 4 - Key CommoditiesAlberta Energy Company (AECO) Natural Gas Fixed Fair Value: Front MonthUS Gulf Coast (USGC) WTI Cushing Crude Oil 321 Crack SpreadWestern Canadian Select (WCS) Crude Oil: Front MonthGasoline (RBOB): Front MonthWest Texas Intermediate (WTI): Front MonthHenry Hub (HH): Front Monthefferies. Note: Returns data calculated between 1pm to 2pm ET Friday.Please see important disclosure information on pages 29 - 38 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. JefferiesS&P 500 SectorsExhibit 5 - S&P 500 Sectors: One-Week, QTD, YTD & LTM ReturnsEnergyIndustrialsInformation TechnologyUtilitiesConsumer DiscretionaryMaterialsHealth CareReal EstateCommunication ServicesFinancialsConsumer StaplesSource: Bloomberg, Jefferies. Note: Returns data calculated between 1pm to 2pm ET Friday.S&P 500 Sectors: One-Week, QTD, YTD & LTM ReturnsExhibit 6 - S&P 500 Sectors: 1-Week Returns2.5%0.6%EnergyIndustrialsSource: Bloomberg, JefferiesPlease see important disclosure information on pages 29 - 38 of this reportThis report is intended for Jefferies clients only. Unauthorized distribution is prohibitec InformationTechnology S&P 500 Sectors: Prior Week % Change in Total Returns0.6%0.4%0.1%-0.5%-0.6%-0.8%UtilitiesConsumerMaterialsHealth CareReal EstateDiscretionary JefferiesExhibit 7-S&P 500 Sectors: QTD Returns5.3%3.1%EnergyMaterialsSource: Bloomberg, Jefferies.Exhibit 8 - S&P 500 Sectors: YTD Returns14.8%10.2%IndustrialsInformationTechnologySource: Bloomberg, JefferiesExhibit 9 - Energy Sub-Sectors: LTM Returns25.4%23.4%FinancialsIndustrialsSource: Bloomberg, JefferiesPlease see important disclosure information on pages 29 - 38 of this reportThis report is intended for Jefferies clients only. Unauthorized distribution is prohibited JefferiesEnergy Sub-Sectors (Break down by company within)Exhibit 10 - Energy Sub-Sectors: One-Week, QTD, YTD & LTM ReturnsUS Offshore DrillersUS Oilfield Services - Land DrillersUS RefiningUS Oilfield Services Large CapNAM Mid Cap Oil E&PGlobal IntegratedUS Oilfield Services Mid CapNAM Large Cap Oil E&PUS Oilfield Services Small CapUS Small Cap Oil E&PNAM MidstreamNAM Natural Gas E&PUS LNGEnergy Sub-Sectors: One-Week, QTD, YTD & LTM ReturnsExhibit 11 - Energy Sub-Sectors: 1-Week Returns7.2%4.8%US OffshoreUS OilfieldDrllersSource: BloombergJefferies. Note: Weighted average returns (by market cap) for each category. See inside for list of companies included. Also, Oilfield ServicesPlease see important disclosure information on pages 29 - 38 of this report.This report is intended for Jefferies clients only.Unaut Energy Sub-Sectors: Returns1-Week%△QTD % △7.2%15.6%4.8%12.6%4.8%12.2%4.1%8.6%3.2%6.4%3.0%6.5%2.7%6.6%2.4%6.0%1.2%4.0%0.8%4.2%-0.4%-0.8%-0.8%-5.0%-1.6%-2.4%Prior Week % Change in Total Returns4.8%4.1%3.2%3.0%2.7%2.4%1.2%US RefiningUS OilfieldNAM Mid CapGlobalUS OilfieldNAM LarUS OilfieldServices LargeOil E&PIntegratedCapCapCapthorized distribution is prohibitec 0.8%Oil E&P JefferiesExhibit 12 -Energy Sub-Sectors: QTD ReturnS15.6%12.6%Us OffshoreUs OilfieldDrillersServicesLand DrillersSource: Bloomberg.Exhibit 13 - Energy Sub-Sectors: YTD Returns27.8%8.8%US RefiningGlobalIntegratedSource: Jefferies, BloombergExhibit 14 - Energy Sub-Sectors: LTM Returns31.6%24.1%US LNGNAM NaturalGas E&PPlease see important disclosure information on pages 29 - 38 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohib