金吾财讯 | 招银国际发研报指，油价延续上涨。短期利好因素包括：OPEC+考虑推迟4月增产计划；乌克兰无人机袭击哈萨克斯坦通向黑海重要输油管线，可能短期影响原油供应；G7考虑提高俄罗斯原油出口价格上限；中国经济初现复苏迹象。俄美谈判似乎取得进展，俄方表示双方同意立即为元首会晤进行准备。普京称俄美就乌克兰谈判不需要中间人，俄已在包括中东在内的多个利益交汇点恢复与美合作，未来合作还将扩大至经济、能源和航天领域。特朗普称乌克兰总统“最好尽快行动，否则他的国家将不复存在”。俄乌冲突解决可能降低油价5%-10%，但影响不会太大，因为西方对俄制裁并未大幅减少俄油贸易，只是改变俄油流向，同时俄乌冲突解决将提振欧洲经济前景。
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