中银国际:上调2026年油价预测9%至94美元/桶 2027年预测上调22%

智通财经
Oct 23
【中银国际:上调2026年油价预测9%至94美元/桶 2027年预测上调22%】智通财经APP获悉,中银国际发布研报称,随着中东地缘政治紧张局势升级,该地区两条重要海峡的通行受到影响,沙特阿拉伯的石油基础设施也面临威胁,油价已飙升至5月以来的最高水平。鉴于当前情况短期内难以解决,该行预期油价将在较长时期内维持高位,将2026年的油价预测上调9%至94美元/桶,2027年的油价预测上调22%至90美元/桶。该行维持石油行业“中立”评级,并更看好中国海洋石油(00883.HK)和中国石油股份(00857.HK)等上游业务占比较高的公司。

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