金吾财讯 | 石油股普跌，中国石油股份(00857)跌3.37%，中海油田服务(02883)跌2.80%，上海石油化工股份(00338)跌2.36%，中国海洋石油(00883)跌1.63%，延长石油国际(00346)跌1.23%，中国石油化工股份(00386)跌0.44%。光大证券表示，美伊局势前景不明，油价地缘风险溢价持续。美伊停火协议将于22日到期，双方均否认已就延长停火达成共识。在核问题、霍尔木兹海峡控制权及战争赔偿等关键议题上，美伊立场差距仍然巨大。当前美国继续维持对伊朗港口的全面海上封锁，伊朗则威胁反制封锁波斯湾、阿曼湾及红海，特朗普宣称如果到22日仍未与伊朗达成协议，战争将重新开始，双方谈判前景仍不明朗。在双方尚未就停战协议达成实质性法律文件的情况下，停火期结束后，谈判窗口或将关闭、军事冲突或将重启。总体来看，油价的地缘风险溢价虽短期回落，但地缘前景不明仍有可能带来油价的剧烈波动。
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