中信证券:中东冲突持续 油价或维持高位震荡

格隆汇
5 hours ago
中信证券研报称,美伊谈判尚未取得重大突破,霍尔木兹海峡油轮安全事件增多、运输成本攀升,叠加沙特与胡塞武装冲突升级,区域能源设施及曼德海峡航运风险上升,原油供应与运输的不确定性持续增加。预计2026年剩余时间国际油价仍将维持高位震荡,重点关注谈判进展、海峡通航恢复及实际供应变化。

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