周一早盘，港股市场油气设备股普遍走强，其中山东墨龙（00568）表现尤为亮眼，盘中大涨14.81%，引发投资者广泛关注。
本轮涨势主要受到全球地缘政治局势紧张影响。据悉，中东局势突变，美国介入其中，同时伊朗议会赞成关闭霍尔木兹海峡，这一系列事件引发了市场对原油供应中断的担忧。高盛分析指出，如果伊朗扰动霍尔木兹海峡，布伦特原油价格可能飙升至每桶110美元。
在这一背景下，作为油气设备股的山东墨龙受益明显。值得注意的是，尽管整体港股市场低开，恒生指数、国企指数和恒生科技指数均有不同程度下跌，但石油相关板块却逆市上涨。除山东墨龙外，三大石油公司股价也全线上涨，显示出投资者对能源板块的青睐。分析人士认为，如果地缘政治局势持续紧张，油气设备类股票可能会继续受到资金追捧。
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