金吾财讯 | 摩根大通最新报告指出，虽地缘政治紧张已部分计入油价，仍维持2025年油价60-65美元、2026年60美元的基本预期。报告称当前油价约70美元略高于其6月估算的公允价值66美元，风险溢价约4美元。不过该行强调，若伊朗原油日出口量锐减210万桶引发连锁反应（如霍尔木兹海峡关闭或产油国报复），最坏情境下油价可能翻倍飙升至120-130美元区间。
金吾财讯 | 摩根大通最新报告指出，虽地缘政治紧张已部分计入油价，仍维持2025年油价60-65美元、2026年60美元的基本预期。报告称当前油价约70美元略高于其6月估算的公允价值66美元，风险溢价约4美元。不过该行强调，若伊朗原油日出口量锐减210万桶引发连锁反应（如霍尔木兹海峡关闭或产油国报复），最坏情境下油价可能翻倍飙升至120-130美元区间。
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