金吾财讯 | 石油股早盘普遍上扬，中国石油股份 (00857) 涨 3.20%，昆仑能源 (00135) 涨 2.38%，延长石油国际 (00346) 涨 1.28%，中国石油化工股份 (00386) 涨 0.87%，中海油田服务 (02883) 涨 0.23%，中国海洋石油 (00883) 涨 0.30%。
消息面上，国际原油市场周二维持震荡走势，市场对中东局势升级及全球原油供应受限的担忧持续升温，推动油价连续反弹。当前WTI原油亚盘交投于98.50美元附近，逼近100美元整数关口。美伊谈判陷入僵局，特朗普称双方停火状态“靠生命维持系统支撑”，且对霍尔木兹海峡通航恢复态度悲观，该海峡承担全球约20%的海运原油运输，目前运输受阻已对全球能源市场形成实质冲击。叠加OPEC+闲置产能有限，市场担忧下半年原油库存下降，若海峡运输持续受限，全球每日或有超1500万桶原油运输受扰，同时美国汽油价格攀升，特朗普表态支持汽油税减免，凸显高油价对通胀及消费市场的传导影响。
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