金吾财讯 | 石油股走强，中国石油股份（00857）涨2.89%，昆仑能源（00135）涨1.73%，上海石油化工股份（00338）涨0.88%，中国海洋石油（00883）涨0.58%。消息面上，因中东供应风险上升，高盛将12月布伦特原油预测上调5美元至每桶90美元，维持2027年均价80美元。高盛分析师称局势升级带来显著上行风险，波斯湾原油出口已恢复至2025年平均水平，9月全球供需大致平衡，供应风险、低库存、补库与对冲需求仍支撑油价。研究机构表示，本周国际油价受美伊地缘冲突主导，霍尔木兹海峡局势紧张引发供应担忧，叠加库存下降及沙特调价支撑，推动油价上行；但伊拉克出口增加及炼厂检修预期制约涨幅。后市油价走向取决于冲突进展及海峡通航情况，同时需关注OPEC+政策及美国库存变化。
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