智通财经APP获悉,石油股延续上涨,截至发稿,中石油(00857)涨4.34%,报6.49港元;中海油服(02883)涨3.9%,报6.93港元;中石化(00386)涨3.78%,报4.94港元;中海油(00883)涨2.99%,报20.35港元。
消息面上,中国人民银行、金融监管总局、证监会三部门公布多项重磅金融政策,提振了市场对中国石油需求的预期以及资本市场风险偏好;全球主要经济体陆续开启降息周期,一定程度消除了原油价格的下行风险;中东地缘政治紧张局势在以色列和真主党之间加剧,令油价在更广泛的地区冲突风险下获得良好支撑。
光大证券此前表示,站在动态角度来看,在油价波动背景下,依然坚定看好“三桶油”的长期投资价值。中东地缘政治局势紧张,OPEC+主导下原油供需有望趋紧,看好24年油价维持相对高位。“三桶油”在油价波动期体现出较强的业绩韧性,盈利中枢有望进一步上行。
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