智通财经APP获悉，石油股继续走高，截至发稿，中海油(00883)涨2.64%，报24.12港元；中石油(00857)涨1.81%，报10.11港元；昆仑能源(00135)涨1.39%，报7.31港元；中石化(00386)涨0.91%，报4.44港元。
消息面上，美伊冲突再度升级，并且出现向周边区域扩散的迹象。此外，EIA最新数据显示，上周商业原油库存骤降720万桶，SPR同期减少380万桶至3.077亿桶，创逾40年来最低水平。随着霍尔木兹海峡局势持续紧张，市场对美国能否持续扮演全球能源稳定器角色的疑虑正在上升。
光大证券发布研报称，“三桶油”业绩有望充分受益于油价上行，我们预计若油价中枢从85美元/桶上涨至100美元/桶，中国石油石油开采业务经营利润有望增厚约280亿元，中国石化石油开采业务经营利润有望增厚约45亿元，中国海油归母净利润有望增厚约240亿元。
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