港股异动 | 石油股集体上扬 地缘政治仍存不确定性 原油供需格局仍具备景气基础

智通财经
17 Apr

智通财经APP获悉,石油股集体上扬,截至发稿,中石油(00857)涨2.68%,报5.74港元;中海油(00883)涨2.07%,报16.8港元;中海油服(02883)涨1.04%,报5.85港元;中石化(00386)涨0.78%,报3.87港元。

消息面上,美国对伊朗原油出口实施新制裁令油价反弹。此外OPEC+表示会补偿此前457.2万桶的过剩产量,供应趋紧预期支撑油价上涨。隔夜WTI期货上涨1.9%,收于每桶62.50美元附近,为过去四个交易日中的第三次上涨。6月布伦特原油上涨1.8%至每桶65.85美元。光大证券近期研报指出,在地缘政治仍存不确定的前提下,中长期原油供需格局仍具备景气基础,在长期主义视角下,该行持续坚定看好“三桶油”及油服板块。

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