港股异动 | 石油股早盘走高 地缘冲突推升国际油价 高盛指成品油供给冲击更为严重

智通财经
Sep 08

智通财经APP获悉,石油股早盘走高,截至发稿,中国石油化工股份(00386)涨3.07%,报4.87港元;中国石油股份(00857)涨1.91%,报10.15港元;中海油田服务(02883)涨1.39%,报7.275港元;中国海洋石油(00883)涨1.21%,报25.18港元。

消息面上,伊朗周一警告称,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。地缘冲突推升国际油价,布伦特原油逼近100美元/桶。

高盛集团警告称,如果中东针对航运的袭击进一步升级,国际油价可能升至120美元/桶。不过,相比直接押注原油,高盛更建议投资者做多欧洲天然气、柴油等成品油,以对冲地缘政治风险,因为这些市场面临的供应冲击可能比原油更严重。

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