智通财经APP获悉，石油股集体走低，截至发稿，中海油(00883)跌3.06%，报19港元；昆仑能源(00135)跌1.98%，报7.43港元；中石油(00857)跌1.77%，报6.12港元；中海油服(02883)跌1.07%，报7.38港元。
消息面上，美国近日对俄罗斯原油实施新一轮制裁。光大证券指出，制裁引发了市场对全球石油供应的担忧情绪，并推动国际油价快速走高。不过，考虑到市场已对这一因素充分计价，再加上巴以双方达成停火协议，中东局势或将全面降温，油价短期存在回落风险。
此外，OPEC在其对2026年的首次详细评估中预测，在印度和中国的推动下，石油需求将再稳步增长一年。值得注意的是，此前，OPEC曾六次下调2024年的需求增长预期，降幅达47%。摩根大通、花旗集团等预测，即使OPEC+取消增产计划，今年全球仍将出现供应过剩。
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