油气设备股普跌 山东墨龙(00568)跌10.02% 美伊谈判传出新的可能框架

金吾财讯
Jun 04

金吾财讯 | 油气设备股普跌,山东墨龙(00568)跌10.02%,惠生工程(02236)跌7.69%,华油能源(01251)跌5.96%,百勤油服(02178)跌4.74%,中石化油服(01033)跌4.05%,能源国际投资(00353)跌3.90%。报道引述伊朗媒体披露,一份正在讨论中的德黑兰—华盛顿“可能谅解”方案将分四个阶段推进:第一阶段是结束战争、停止所有战线军事行动;第二阶段处理霍尔木兹海峡、制裁与伊朗被冻结资产问题;第三阶段正式转向制裁与核问题谈判;第四阶段则设立监督机制,确保各方履约。这一披露显示,相比过去围绕铀浓缩水平、核查机制展开的传统核谈判路径,当前伊方讨论中的方案更像是一份覆盖地区安全、能源通道、制裁松绑和核议题的“综合性降级协议”。

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