金吾财讯 | “三桶油”逆市走高,截至发稿,中石油(00857)涨2.45%,中海油(00883)涨1.05%,中石化(00386)跟涨。消息面上,近期油价持续上涨,究其原因主要是源于市场对即将上任的特朗普政府将实施能源政策的预期。分析人士认为,特朗普可能加大对伊朗、委内瑞拉和俄罗斯的制裁力度,从而减少全球原油供应。根据RBC Capital Markets的预测,相关制裁可能使全球日均原油供应减少100万桶。此外,高盛日前预计,到2025年第二季度,伊朗的原油供应将下降30万桶/日,至325万桶/日。分析师还预测,指标布兰特原油将在6月达到每桶78美元的高点。截至发稿,WTI原油主连报74.64美元,日内涨幅达0.51%。
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