今天盘面最打眼的，非“三桶油”莫属。中石油、中海油连续涨停，中石化大涨近10%，这种场面确实少见。表面看是资金追捧，背后推手其实很直接——霍尔木兹海峡的局势正在改变全球石油贸易的流向。伊朗方面最新表态：海峡关闭，任何试图通过的船只都会成为目标，不管最终会不会长期执行，这个信号本身就说明供应端部分的关掉了，全球近三分之一的海运原油要经过这里，一旦这条通道出问题，买家就得重新规划进货路线。过去几十年...
Source Link今天盘面最打眼的，非“三桶油”莫属。中石油、中海油连续涨停，中石化大涨近10%，这种场面确实少见。表面看是资金追捧，背后推手其实很直接——霍尔木兹海峡的局势正在改变全球石油贸易的流向。伊朗方面最新表态：海峡关闭，任何试图通过的船只都会成为目标，不管最终会不会长期执行，这个信号本身就说明供应端部分的关掉了，全球近三分之一的海运原油要经过这里，一旦这条通道出问题，买家就得重新规划进货路线。过去几十年...
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