华尔街对OPEC+后续增产路径分歧显著。高盛认为OPEC+只会在8月份再进行一轮增产,预计9月石油供给将变得宽松。大摩则预判未来三个月将持续增产,强调配额与实际产量存“脱节”。但双方均对油价维持看跌预期,认为美国关税影响显现、非OPEC供应加速及潜在过剩将压制年末油价。OPEC+在周末意外宣布第四轮连续增产后,华尔街两大投行对后市增产展望产生了严重分歧。摩根士丹利分析师团队认为,OPEC+将在未来...
Source Link华尔街对OPEC+后续增产路径分歧显著。高盛认为OPEC+只会在8月份再进行一轮增产,预计9月石油供给将变得宽松。大摩则预判未来三个月将持续增产,强调配额与实际产量存“脱节”。但双方均对油价维持看跌预期,认为美国关税影响显现、非OPEC供应加速及潜在过剩将压制年末油价。OPEC+在周末意外宣布第四轮连续增产后,华尔街两大投行对后市增产展望产生了严重分歧。摩根士丹利分析师团队认为,OPEC+将在未来...
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