消息面上,中东地缘冲突持续推升油价,但能源设备股在当前交易逻辑下普遍承压,同业个股哈里伯顿跌2.28%、贝克休斯跌2.45%、Solaris Energy Infrastructure跌4.61%,板块联动特征明显。此前斯伦贝谢刚获沙特阿美四项综合建井合同及阿曼生产设施扩建合同,中长期基本面仍有支撑。
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