异动解读|中远海能盘中下跌5.14%,霍尔木兹海峡再遭军事袭击叠加美伊协议破裂

行情直击
Jul 10

7月10日,中远海能盘中下跌5.14%,报12.87港元,成交额4149.24万港元。

消息面上,此前伊朗伊斯兰革命卫队向通过霍尔木兹海峡的数艘商船发射至少两枚导弹,两艘商船被击中且受损严重,美伊战后协议面临终结,海峡通航再度中断。由于船舶无法正常通行,VLCC波斯湾公开货盘骤减,油运运价呈高波动态势。此外,贝莱德于6月30日减持约757.66万股H股,持股比例由9.38%降至8.79%;摩根大通此前亦减持约1471万股,两大国际机构短期内接连减仓释放谨慎信号。股价自6月高点已累计回调逾三成,市场对海峡恢复正常通航的时间表存在较大分歧。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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