山东墨龙(00568)今日盘中大幅上涨14.91%，领涨港股油气板块。
消息面上，中东地缘政治紧张局势再度升级。以色列此前打击了伊朗的油气设施，伊朗随后对卡塔尔等海湾国家的能源基础设施发动了报复性空袭，导致卡塔尔拉斯拉凡液化天然气(LNG)工厂等设施严重受损。此举显著加剧了市场对原油供应中断的担忧，推动国际油价攀升，布伦特原油价格一度突破每桶110美元。
外汇研究机构Pepperstone高级研究策略师迈克尔·布朗指出，冲突的升级大幅提高了伊朗对海湾地区能源设施发动进一步打击的风险，从而可能显著加剧原油供应中断的可能性。受此影响，市场对油气产业链相关公司的预期转好，带动山东墨龙等油气股集体走强。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.