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《大行報告》瑞銀:地緣政治因素推高油價 料「三桶油」將可受益
瑞銀發表中國油氣及化工股每周報告,指布蘭特期油上周平均價格按周升3.3%至每桶82.5美元,主要受地緣政治因素推動,包括中東緊張局勢升溫及俄烏衝突持續。在地緣政治因素提振油價情況下,認為三桶油,即中石油(00857.HK)、中石化(00386.HK)及中海油(00883.HK)將會受惠。
報告亦提及,R22/R134A雪種價格上周分別升7%及2%,相關股份偏好東岳(00189.HK)及三美股份(603379.SH)。
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