分析师:油价下跌可能支持新兴市场增长

金十财经
10 Sep 2024

【分析师:油价下跌可能支持新兴市场增长】金十数据9月10日讯,尽管欧佩克连续第二个月下调了石油需求增长预期,但该组织将2024年全球经济增长预期从2.9%上调至3%,并指出印度、巴西和俄罗斯的增长势头强劲。Global X ETFs的收入研究分析师Kenny Zhu表示:“我们认为这反映了新兴市场消费者的持续强劲,随着我们进入2024年底,这可能会从原油价格下跌、利率下降和美元走软中获得进一步的推动力。”他补充说,主要原油基准的现货溢价凸显了持续的供应短缺。“我们认为,市场对经济增长放缓的预期可能会在一定程度上掩盖供应紧张的情况,因为近几周现货价格普遍疲软。”

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