汇丰研究发表报告,认为油价短期内将更为波动及不确定,但假设根本性的中断属暂时,维持2026年布兰特原油价格预测每桶65美元。虽然中东地区供应中国约50%的石油进口,但中国拥有13亿桶的战略石油储备,可应付约75天的国内消费,因此供应中断的影响可部分纾缓。在该行覆盖股份中,中国海洋石油(00883.HK) 的盈利与油价的正向关联度最高,其次为中国石油(00857.HK) 。股份方面,该行维持首选...
Source Link汇丰研究发表报告,认为油价短期内将更为波动及不确定,但假设根本性的中断属暂时,维持2026年布兰特原油价格预测每桶65美元。虽然中东地区供应中国约50%的石油进口,但中国拥有13亿桶的战略石油储备,可应付约75天的国内消费,因此供应中断的影响可部分纾缓。在该行覆盖股份中,中国海洋石油(00883.HK) 的盈利与油价的正向关联度最高,其次为中国石油(00857.HK) 。股份方面,该行维持首选...
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