智通财经APP获悉，石油股延续近期涨势，截至发稿，中海油(00883)涨5.46%，报23.96港元；中石油(00857)涨5.21%，报10.09港元；中海油服(02883)涨3.85%，报7.02港元；中石化(00386)涨1.88%，报4.34港元。
消息面上，当地时间19日，美伊双方分别就霍尔木兹海峡通行状况发布消息，双方各执一词。美方称，目前仍有船舶正常通过霍尔木兹海峡；而伊朗方面则表示，霍尔木兹海峡通航量已降至零。同日，继对伊朗进行又一轮空袭后，美军袭击伊朗石油重镇阿巴丹。
平安证券指出，短期美伊冲突再度升级，霍尔木兹海峡再次被封锁，叠加旺季成品油季需求回升，油价重回涨势；但我们认为本轮冲突的强度和持续性或弱于冲突爆发初期阶段，整体地缘风险方向向下，布伦特油价或在后续重新回至 80 美元/桶左右。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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