《大行》里昂:三桶油首选中石油(00857.HK) 目标价8元

阿斯达克财经
Jun 17, 2025

里昂研究报告指,以色列及伊朗的紧张局势升级,令油价飙升至每桶75美元,但油企股价低迷,反映市场并不认为会有供应危机。该行指初步消息显示攻击对伊朗的石油生产或炼油设施并未造成损害,但市场关注霍尔木兹海峡的情况,因全球有20%石油经该海峡运输。而在油价飙升前,全球石油市场受到OPEC+加速增产的负面新闻影响,以目前速度计算,该行料OPEC+将在年底完成减产,市场估计在供过于求的情况下,油价将为每桶50...

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