摩根大通：投资组合经理月报_美国股票主题研究

North America Equity Research 07 July 2025 Portfolio Managers' Monthly U.S. Equity Thematic Research Discover key market insights, highlighted stories, initiations, rating changes, our Analyst Focus List and Catalyst Watch, all designed to guide your investment decisions. JPM E&P Valuation Analysis J P M O R G A N Arun Jayaram; Israel-Iran Conflict Adds Risk Premium to Oil; Analyzing Valuations at Updated Strip Pricing and $80 WTI Upside Case for 2025-27 (p 2) In light of the heightened volatility in commod ...