中海油服升停,三桶油集體拉昇,油氣ETF(159697)升超3%
油氣股拉昇,截至10:50,中海油服升停,中國石油升超6%,中國海油、中國石化升超3%,油氣ETF(159697)配置“三桶油”佔比高達41.49%,盤中升幅達3.38%。消息面上,受OPEC+產能下降、紅海、俄羅斯地緣衝突和全球需求助推多重因素影響,WTI 5月原油期貨3月份累計上升6.27%,一季度累計升幅約16%。銀河證券認為,近期市場聚焦供給端地緣風險,疊加美國煉廠開工率有望持續回升,油價或延續中高位運行。油氣ETF(159697)作為首隻佈局A股油氣的ETF,標的指數近四年年化升幅9.98%,2023年股息率達4.47%,真成長與高股息屬性兼具。業內人士指出,在震盪市場環境下,高股息資產備受青睞,以“三桶油”為代表的油氣板塊國央企市場表現亮眼。
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