Nordic American Tanker（股票代码：NAT）今日盘前股价大幅上涨13.61%，成为市场关注的焦点。
消息面上，据媒体报道，伊朗疑似有效关闭了关键的霍尔木兹海峡以回应美以攻击，此举可能推高油价并迫使航运公司寻找替代航线，从而显著提升油轮运价。市场预期这一地缘政治事件将直接利好油轮板块，Nordic American Tanker作为该板块的重要成员，因此受到资金追捧。
分析指出，霍尔木兹海峡是全球约26%原油贸易的咽喉要道，若持续关闭，每天可能影响约2000万桶原油供应。历史经验表明，类似的重大局势升级往往导致油轮运费飙升，从而大幅改善相关航运公司的盈利前景。今年以来，油轮板块已普遍录得强劲涨幅，反映了市场的乐观预期。
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