金吾财讯 | 华泰证券指出,8月OPEC+继续大幅上调9月产量目标,同时为阿联酋额外增加配额,叠加美欧对俄制裁引发的供应担忧消退,油价逐步回落。
该机构认为OPEC+实际增产进度与原油出口变化、北半球旺季接近尾声下的石油需求变化为短期重要边际影响因素;长期而言,油价中枢存底部支撑,具备增产降本能力及天然气业务增量的高分红能源寡头企业或将显现配置机遇。
金吾财讯 | 华泰证券指出,8月OPEC+继续大幅上调9月产量目标,同时为阿联酋额外增加配额,叠加美欧对俄制裁引发的供应担忧消退,油价逐步回落。
该机构认为OPEC+实际增产进度与原油出口变化、北半球旺季接近尾声下的石油需求变化为短期重要边际影响因素;长期而言,油价中枢存底部支撑,具备增产降本能力及天然气业务增量的高分红能源寡头企业或将显现配置机遇。
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