首创期货:美伊冲突重启推动油价大涨,国内能化板块全线暴涨

智通财经
Sep 01
【首创期货:美伊冲突重启推动油价大涨,国内能化板块全线暴涨】美伊军事冲突时隔一个月后重启,霍尔木兹海峡航运安全成为市场核心交易主线,推动国际油价大幅跳涨,国内能化板块全线暴涨。当地时间8月31日,美军对霍尔木兹海峡伊朗拉拉克岛上的火箭发射装置实施精准打击,这是自7月29日大规模空袭后美军时隔一个月首次对伊朗发起军事行动,打破了双方数周的战场静默。美军中央司令部表示此次行动属于预防性防御打击,旨在保护全球商船通航安全。伊朗方面随即证实已向约旦境内美军基地发射弹道导弹实施反击。霍尔木兹海峡的通行状况成为影响油价的核心变量。调查显示,近期通过霍尔木兹海峡的石油流量已升至每天约700万至800万桶,较7月中旬的约400万桶/日显著上升,恢复至冲突前水平的四分之三左右,但整体上中东石油出口量仍明显低于战争爆发前水平。当前市场主要交易的是航运中断预期带来的风险溢价。原油的基本面强势具有确定性,但当前价格不宜追高。

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