金吾财讯 | 石油股表现疲软，中海油(00883)跌2.74%，中海油田服务(02883)跌1.8%，中石油(00857)跌2.19%，中石化(00386)跌0.75%，昆仑能源(00135)跌0.54%。隔晚国际油价下跌，纽约期油收跌2%；伦敦布伦特期油收跌1.7%。石油输出国组织与盟友组成的OPEC+决定加快增产，4至6月总增产幅度达到每日96万桶，引发市场对供应的担忧。据媒体测算，OPEC+自2022年以来，透过多个协议达成的每日220万桶减产措施，已经解除了44%。OPEC+消息人士指，如果成员国不能更好遵守产量配额，组织或于10月底前完全解除自愿减产。高盛集团将今年和明年的布伦特原油价格预期分别下调了2至3美元/桶。摩根士丹利将今年的季度价格预期下调5美元。大摩预计，原油供应过剩的局面将会恶化，今年下半年，原油日供应过剩量将达到110万桶。
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