港股異動 | 多國聯合釋放SPR雷聲大雨點小!港A石油股拉昇
格隆匯11月24日丨隔夜美股石油天然氣類股全線上漲,帶動港A石油股拉昇。港股方面,中國石油大漲近4%,中石化漲超2%,中海油漲0.88%;A股方面,中國石油漲超2%,中國石化漲近1%。此次美國在一眾原油消費大國中釋放了最多的SPR,高達5000萬桶。但是其中有相當大一部分(大約3200萬桶)僅僅只是借出,以後是要歸還的;只有1800萬桶是真正流入市場銷售的。此外,別的消費國SPR釋放量也並沒有很足,比如印度釋放了500萬桶,而英國僅有150萬桶。總體來看,此次多國聯合釋放SPR增加的市場供應量相當小,而油價的走勢很明顯表示市場在期待更多。接下來的焦點將轉移到OPEC+在下週召開的會議上會對此次SPR釋放採取什麼樣的迴應。

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