《大行》摩通:若区域冲突进一步扩大 油价或重见每桶120美元 看好中石油(00857.HK)

阿斯达克财经
Jun 16, 2025

摩通发表报告指,以色列上周末攻击伊朗南帕斯天然气田,为对能源基建的首次直接攻击。虽然伊朗大部分天然气用于国内消费,但料事件将加剧市场对更广泛区域冲突的担忧。该行指,油价自上月5日低位每桶60美元上涨每桶15美元,原因包括与伊朗的地缘政治紧张局势升级,油组上月产量增加未达其宣称每日41.1万桶,显示更高合规性,以及中美关税休战,摩通将下半年经济衰退风险从60%下调至40%。该行认为,近期每桶涨价15...

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