挪威能源巨头Equinor ASA（EQNR）今日盘中股价大跌5.02%，引起了市场关注。
消息面上，美国前总统特朗普表示考虑从伊朗撤军，并称此举将导致油价下跌。然而，能源专家对此泼冷水，指出在不重开霍尔木兹海峡的情况下结束战争，无法解决当前的能源危机，甚至可能将海峡控制权拱手让给伊朗，从而推高能源价格并增加地缘政治风险溢价。
分析认为，这种政策前景的不确定性，加上原油期货价格维持在每桶100美元以上的高位波动，加剧了市场对能源公司未来盈利环境的担忧，可能是导致Equinor ASA股价承压下跌的主要原因。
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