逼近千亿市值!地缘冲突叠加战略深耕,“国家队”中海油服迎价值重估契机

市值风云
Mar 04

地缘冲突是短期催化,能源安全和技术优势是长期增长逻辑。作者 |木盒编辑 |小白近期中东地缘局势升级,美国与以色列对伊朗的军事行动引发全球能源市场震荡,国际油价应声走强,目前“全球油阀”霍尔木兹海峡被掐,如果持续时间较长,油价冲向120美元/桶以上。2026年3月2日-3日,中海油服(601808.SH)A股两天两板,截至3月3日市值为974亿,中海油田服务(02883.HK)两天上涨10.11%,...

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