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港股異動丨“三桶油”隨市上漲 機構看多
格隆匯 06-09 15:39
格隆匯6月9日丨“三桶油”隨市上漲,中國石油化工股份(00386.HK)漲超3%,中國石油股份(00857.HK)漲超2%。麥格理髮表最新報告,首次覆蓋研究內地三大油企,給予中國海洋石油“跑贏大市”,目標價11.75港元;給予中國石油化工股份“跑贏大市”評級,目標價4.65港元;給予中國石油股份“中性”評級,目標價2.94港元。該行還稱,今年為油股經營較為困難的一年,板塊出現盈測下調及削減息情況,令投資者重整對板塊的期望。但該行相信,中國海洋石油及中國石油化工股份派息有望超過市場預期,預計兩者股息收益率分別為4%及4.4%。因沙特、阿聯酋和科威特並不打算繼續執行其每天自願再減產118萬桶的計劃,致隔夜美、布原油期貨均收跌逾3%,港股市場石油ETF走弱,F三星原油期和FGX原油均跌超4%。

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