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港股異動丨三桶油齊升 券商指原油需求短期延續增長
港股石油普遍上升,其中,中國石油股份升1.2%,中國海洋石油、上海石油化工升約1%,中國石油化工升0.5%。消息上,油價在週四上升近3%,受到有關中美貿易談判恢復的樂觀情緒以及美國和英國新貿易協議宣佈的推動。東吳證券發佈研報稱,全球原油市場呈現短期需求韌性延續與長期達峯節奏分化的特徵,疊加供給端擾動及成本支撐,油價或維持高位震盪。建議關注高景氣+高紅利+成品油消費税改革利好企業,推薦三桶油等標的,並提示關注成品油消費税改革帶來的行業格局優化。(格隆匯)

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