金吾财讯 | 页岩油股持续走高，截至发稿，墨菲石油（MUR）涨4.74%，阿帕奇石油（APA）涨3.78%，戴文能源（DVN）涨2.75%，Ovintiv（OVV）涨2.49%，Diamondback Energy（FANG）涨2.36%，西方石油（OXY）涨2.22%，EOG能源（EOG）涨2.04%，山脉资源（RRC）涨1.76%，康菲石油（COP）涨1.73%，雪佛龙（CVX）涨1.58%。消息面上，伯恩斯坦新近研报指出，布伦特原油价格可能在现有基础上进一步飙升至每桶120至150美元。该机构分析师Neil Beveridge和Brian Ho在最新报告中将当前市场定性为“长期供应不足”，并指出此前每桶90美元的2026年布伦特预测已“被现实超越”。国际能源署（IEA）新近数据显示，受霍尔木兹海峡和红海通道受阻影响，沙特石油供应已在8月降至逾三十年低点。IEA还预计，今年全球石油供应将下降约570万桶/日，降幅约6%。
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