摩根大通: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,沽售中石化

格隆汇
Yesterday

格隆汇6月16日|摩根大通发表报告指,若区域冲突进一步扩大,油价或回到每桶120美元。该行对布伦特原油期货明年首季基准预测为每桶55美元,未包含任何地缘政治风险溢价或重大石油供应中断。该行建议增加对高品质亚洲能源公司的好仓,例如中国石油(0857.HK),该行上调其H股目标价至8港元,反映新疆气田突破。该行同时建议沽售中石化(0386.HK),预计第二季业绩逊预期。该行最为看淡的航空股为中国国航(...

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