智通财经APP获悉，石油股早盘反弹，截至发稿，中海油服(02883)涨7%，报7.64港元；中石化(00883)涨6.22%，报20.5港元；中石化(00386)涨3.75%，报4.98港元；中石油(00857)涨3.73%，报6.39港元。
消息面上，高盛发布报告指出，石油市场的地缘政治风险溢价指标本周小幅回落。该行认为，在没有重大干扰的情况下，本季度油价可能会稳定在当前水平附近；不过高盛仍预计，布伦特原油价格未来将较目前水平提高每桶10至20美元。
华创证券指出，2024油价将有望延续高位，能源安全背景下，能源供给有望向国企集中，三桶油积极推进增储上产，有望享受高油价带来的丰厚盈利；炼能严控有望提振开工，减油增化持续改善盈利；国资委开启对国有企业对标开展世界一流企业价值创造行动进行动员部署，伴随行业政策的支持下，三桶油估值有望回归理性水平。此外，多年以来三桶油坚持高分红回报股东，根据2022年各公司利润分配方案，三桶油A股/港股平均股息率远高于海外油气企业的和三大运营商。
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