港股异动 | 中远海能(01138)涨超5% 地缘扰动利好合规油轮市场 大摩指其短期估值具吸引力

智通财经网
Jan 08

智通财经APP获悉,中远海能(01138)涨超5%,截至发稿,涨5.63%,报10.13港元,成交额1.25亿港元。

消息面上,据报道,美国表示,已扣押一艘俄罗斯籍、与委内瑞拉有关联的油轮,这是特朗普试图通过强势手段主导美洲能源流向、并迫使委内瑞拉政府倒向美国阵营的一部分行动。白宫还称,特朗普正在讨论获取格陵兰岛的多种方案,包括不排除动用军事力量。

摩根士丹利近期指出,认为中远海能股价在未来30天内将出现绝对上涨。因为该股近期已经历了回调,使得其短期估值更具吸引力。大摩看到,在地缘政治动态下,对合法油轮的需求正在上升。

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