港股能源股今日大幅反弹,中海油田服务(02883)更是大涨逾7%。市场分析人士指出,石油价格有望在本季度企稳,加上市场预期三大油企将加大上游开采投入,有望从高油价中获利,推动了油股走高。
高盛发布报告指出,如果没有重大干扰,石油市场的地缘政治风险溢价指标本周小幅回落,布伦特原油价格本季度可能会在当前水平附近稳定。但高盛仍预计,未来布伦特原油价格将较目前水平提高每桶10至20美元。
另一方面,华创证券认为,在能源安全的大背景下,中海油田、中石化等三大油企有望积极增储上产,从而获得高油价带来的丰厚利润。国资委也开始对国企进行业绩对标,行业政策的支持将助力三大油企估值回归理性水平。此外,三大油企多年来保持高股息分红政策,投资回报也获得了市场认可。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.