智通财经APP获悉，石油股加速下跌，截至发稿，中国石油(00857)跌4.44%，报8.4港元；中国海油(00883)跌4.08%，报20.22港元；中海油服(02883)跌2.69%，报6.15港元；中国石化(00386)跌1.96%，报4港元。
消息面上，摩根士丹利在最新报告中表示，受霍尔木兹海峡重开速度快于预期等因素影响，下调布伦特原油价格预测：2026年第三季度油价预测下调15美元至75美元/桶；第四季度下调5美元至75美元；2027年第一和第二季度下调5美元至75美元；2027年第三和第四季度下调10美元至70美元。
平安证券表示，虽然短期美伊谈判仍有博弈，冲突阶段性升级，但中东地缘风险整体方向向下，布伦特油价或在80美元/桶左右震荡。面对国际油价剧烈震荡，国内油企通过上下游一体化布局和油气来源多元化降低了业绩对油价的敏感性，并加快在国内海上油气资源开放方面的投入，以降低能源对外依赖程度。
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