中东冲突在周末发生质变,已从局部冲突演变为对全球能源心脏地带的全面实物断供:随着伊拉克、科威特等国每日约300万桶原油生产因物流中断而停滞,沙特击落伊朗无人机、巴林海水淡化厂遭袭,市场预期从"数天"急转至"可能持续一个月以上";大摩紧急将中海油评级上调至增持——这家油气产量占比超70%的中国能源巨头,正凭借"油价每涨1美元净利润增2%"的极致弹性,成为全球资本对冲滞胀风险的首选标的。01战事升级...
Source Link中东冲突在周末发生质变,已从局部冲突演变为对全球能源心脏地带的全面实物断供:随着伊拉克、科威特等国每日约300万桶原油生产因物流中断而停滞,沙特击落伊朗无人机、巴林海水淡化厂遭袭,市场预期从"数天"急转至"可能持续一个月以上";大摩紧急将中海油评级上调至增持——这家油气产量占比超70%的中国能源巨头,正凭借"油价每涨1美元净利润增2%"的极致弹性,成为全球资本对冲滞胀风险的首选标的。01战事升级...
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