【中金公司:年内油价或下有“供应底”、上有“需求顶”】中金公司发布研报表示,三季度以来布伦特油价波动中枢持续抬升,6月年中展望中预测的90美元/桶季度中枢正在兑现。近期中东地缘局势再度升级,海湾石油出口受损量重回1000万桶/天以上,布伦特油价突破100美元/桶,北海和中东现货油价接近120美元/桶。全球陆上石油库存在8-9月重回去化通道、类似今年4月情形,考虑当前石油库存水平较前期更低,中金公司提示短期原油溢价弹性较大。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.