盘前异动 | 油价暴跌引发能源板块走低,埃克森美孚、雪佛龙跌超2%,

老虎资讯综合
28 Oct 2024

本周一(10月28日),美股能源板块盘前走低, 埃克森美孚雪佛龙 均跌超2%:

消息面上,本周一国际原油期货持续下挫。截至发稿 WTI原油主连 2412 日内跌幅扩大至6.2%,报67.33美元,创月初以来新低。

以色列战机和导弹周六对伊朗防空基地和军事基础基地发动袭击,袭击未针对伊朗石油设施且伊朗领袖哈梅内伊没有呼吁报复,使得短期石油供应忧虑大大缓解。

MST Marquee的能源分析师Saul Kavonic指出,当前袭击的“低强度和有限目标”使得风险溢价消失了数美元。

目前,市场聚焦的关键是伊朗是否会继续选择克制,这将决定未来几周油价的风险溢价是否会再次回升。

澳洲联邦银行分析师Vivek Dhar指出,市场关注的焦点可能将转向以色列与哈马斯之间的停火谈判。尽管以色列在此次行动中保持了低攻击性,但代理人武装(哈马斯与真主党)的反应依旧存在较大的不确定性。

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