智通财经APP获悉，油气股全线高开，截至发稿，山东墨龙(00568)涨14.87%，报6.72港元；达力普控股(01921)涨9.35%，报3.39港元；中海油(00883)涨2.6%，报25.66港元；中石油(00857)涨1.77%，报10.33港元。
消息面上，美东时间10日，美国总统特朗普威胁将对伊朗再次发起打击，而且会“非常猛烈”。伊朗武装部队则表示，即日起霍尔木兹海峡对所有船只关闭，违规通行者将成为打击目标。此外，EIA数据显示美国原油库存再次大幅下降。周三，WTI原油期货收涨2.1%，收于每桶91美元上方，扭转此前跌势。
申万宏源指出，预计2026年布伦特油价运行区间为80-120美元/桶。供应方面，地缘政治导致霍尔木兹海峡封锁，接近2000万桶/日原油+产品出口明显受限。虽然地缘趋于缓和，但是已造成全球原油去库，叠加后续中东油田复产仍需时间，供应端支撑力度较强。需求方面，短期消费需求受高油价抑制，但中长期需求仍保持增长。
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