三桶油齐涨 券商指原油需求短期延续增长

格隆汇
09 May

港股石油普遍上涨,其中,中国石油股份涨1.2%,中国海洋石油、上海石油化工涨约1%,中国石油化工涨0.5%。

消息上,油价在周四上涨近3%,受到有关中美贸易谈判恢复的乐观情绪以及美国和英国新贸易协议宣布的推动。东吴证券发布研报称,全球原油市场呈现短期需求韧性延续与长期达峰节奏分化的特征,叠加供给端扰动及成本支撑,油价或维持高位震荡。建议关注高景气+高红利+成品油消费税改革利好企业,推荐三桶油等标的,并提示关注成品油消费税改革带来的行业格局优化。

责任编辑:栎树

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