ETF异动 | F三星原油期(03175)涨近5%创年内新高 供给端再遭重创 原油风险溢价持续攀升

智通财经
Sep 11

智通财经APP获悉,F三星原油期(03175)涨近5%,盘中高见12.21港元创年内新高,开年至今累计涨幅逾1倍。截至发稿,涨4.99%,报12.21港元,成交额1241.07万港元。

消息面上,据市场媒体报道,也门政府官员9月10日称,在政府海军部队撤出红海战略要地哈尼什群岛后,也门胡塞武装已在岛上部署兵力。有分析师表示,如果曼德海峡与伊朗把守的霍尔木兹海峡“双峡联动”格局形成,将意味着全球约25%的原油供应难以得到保障。

据了解,哈尼什群岛位于阿拉伯半岛的另一侧,曼德海峡以北,靠近国际主要航运通道,具有监控和保障海上交通安全的重要战略价值。光大证券认为,中东地缘冲突持续升级推动了原油风险溢价攀升,沙特能源设施遭袭进一步加剧了市场对供应中断的担忧。短期油价中枢有望维持在高位区间运行,建议关注上游油气开采及油服产业链的盈利弹性。

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