金吾财讯 | 新能源汽车概念普涨，截至发稿，极星汽车(PSNY)涨8.52%，蔚来(NIO)涨6.25%，福特汽车(F)涨6.13%，理想汽车(LI)涨4.22%，丰田汽车(TM)涨3.08%，小鹏集团(XPEV)涨2.17%，Stellantis NV(STLA)涨1.82%，特斯拉(TSLA)涨1.68%，本田汽车(HMC)涨1.37%，Rivian Automotive(RIVN)涨1.18%。消息面上，伴随着美伊冲突反复，国际油价冲高与石油供应下滑正促使全球市场积极探索新能源转型。截至本文发稿，布伦特油报约106美元/桶，涨0.23%；WTI原油报约104美元/桶，涨1.24%。国际能源署周三报告表示，受伊朗战争引发的供应中断影响，2026年全球石油供应量预计将减少约390万桶/日；目前，中东地区的石油供应损失已超过10亿桶。IEA在其发布的月度石油市场报告中指出，供应量的降幅将超过需求量的降幅；该机构目前预计，今年的石油需求量将减少42万桶/日。IEA提到，受战争影响，石油需求同样面临压力，因为油价飙升不仅会导致需求遭到抑制，还会拖累经济增长步伐。
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