金吾财讯 | 港股石油股午后持续活跃，截至发稿，昆仑能源（00135）涨3.56%，中国石油化工股份（00386）涨3.49%，中国海洋石油（00883）涨2.97%，中国石油股份（00857）涨2.61%，上海石油化工股份（00338）涨2.59%，中海油田服务（02883）涨2.51%。消息面上，全球地缘冲突升温，国际油价走高并同步提振石油板块。据外媒报道，伊朗方面周一表示，如果美国再次袭击伊朗资产，德黑兰将予以报复，并直言海湾地区的能源基础设施，包括美国的石油和天然气利益，都处于容易遭到打击的状态。截至本文发稿，布伦特原油向上突破96美元/桶，日内涨0.25%；WTI原油现报90.95美元/桶，日内涨0.23%。高盛研报称，若中东对航运的袭击事件增加，原油价格有显著上行空间，油价可能反弹至每桶120美元，并建议投资者通过做多欧洲天然气和成品油柴油来对冲地缘政治风险；若该地区出口恢复正常，下行目标为每桶80美元。
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