金吾财讯 | 油价上涨推动石油股普升，康菲石油(COP)涨2.9%，巴西石油公司(PBR)涨2.58%，埃克森美孚(XOM)涨2.31%，英国石油(BP)涨1.83%，雪佛龙(CVX)涨1.43%。纽约期油暂报71.66美元/桶，日内涨5.9%；伦敦布伦特期油暂报73.42美元/桶，涨5.51%。华侨银行财富管理主管Aaron Chwee分析指出，若以伊冲突演变为区域性危机，布伦特原油或飙升至100-120美元/桶区间，反映市场对地缘风险的高度敏感。鉴于伊朗占全球石油供应关键地位，潜在制裁升级及霍尔木兹海峡航运中断风险不容小觑。不过该行认为，地缘溢价或仅短期推高油价，维持2025年WTI 63美元/桶、布油67美元/桶的基准预测。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.