金吾财讯 | 石油股集体回升，延长石油国际(00346)涨14.29%，中海油服(02883)涨7.64%，中海油(00883)涨5.7%，昆仑能源(00135)涨4.43%，中国石油(00857)涨4.06%，中石化(00386)涨3.75%。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。甬兴证券发文指，在国际油价高位运行的背景下，该行认为石油化工板块主要有四大投资主线：1）能源央企大力推动油气增储上产，持续深化炼化转型升级，稳步推进绿色低碳转型，建议关注中石油、中海油、中石化等。2）全球上游资本开支整体增长，推动油服板块景气度持续提升，建议关注中海油服等。
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