BUZZ-伊朗协议希望致油价下跌,美能源股走低11月2日 - ** 受原油价格走低拖累,美国能源股盘前下跌 O/R
** 布伦特原油期货 LCOc1 下跌4%,报每桶108.85美元;美国西德克萨斯中质原油 CLc1 下跌4.1%,报每桶99.88美元
** 油价下跌 (link),因伊朗与卡塔尔官员就结束美以对伊战争的协议展开谈判,市场因此寄望中东供应中断局面或将缓解
** “我们认为这种反应有些过度,因为美国并未直接参与其中,而作为伊朗的主要对手,只有在美方同意达成协议后,市场才能真正将局势回归正常纳入定价考量,”潘穆尔·利伯鲁姆(Panmure Liberum)分析师阿什利·凯尔蒂(Ashley Kelty)表示
** 能源巨头埃克森美孚(XOM.N)和雪佛龙(CVX.N)股价分别下跌1.3%和1.1%
** 石油和天然气生产商APA公司 APA.O、德文能源 DVN.N、EOG资源 EOG.N、西方石油 OXY.N 和Diamondback能源 FANG.O 跌幅介于1.5%至2.2%之间
** 油田服务公司哈里伯顿 HAL.N 下跌1.1%,斯莱博 SLB.N 下跌0.9%
** 炼油企业菲利普斯66 PSX.N、马拉松石油 MPC.N 和瓦莱罗能源 VLO.N 分别下跌0.8%、1.1%和1.8%
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