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港股細價油氣股遭熱炒,吉星新能源升309%,百勤油服升65%,市場憂美國介入以伊戰爭
港股細價油氣股遭熱炒,其中,吉星新能源升309%,百勤油服升65%,元亨燃氣升50%,MI能源升43%,聯合能源集團升30%,金泰能源控股升27%,中國煤層氣升近20%,勝利管道升17%,F8企業升14%,陽光油砂、裕豐昌控股升10%。彭博經濟研究稱,以伊戰爭終局猜想,美國介入聯手以色列的可能性最大。美國可能會屈服於以色列的壓力,對伊朗發動打擊,包括福爾多核設施。油價可能會因此飆升至100美元以上,但不一定會維持太久。彭博經濟研究稱,美國加入以色列對伊朗的打擊,包括使用先進的鑽地炸彈轟炸深藏於地下的伊朗福爾多鈾濃縮設施——這一任務以色列無法靠自身完成。這可能會招來伊朗的反擊,對美國在海灣地區的資產展開攻擊,由此引發美伊直接交火。但伊朗不會輕易投降。德黑蘭在被逼入絕境時鮮有妥協,更傾向於採取報復行動。此外,伊朗擔心投降會讓以色列和美國變本加厲提出更多要求。對油價的影響取決於伊朗作何反應以及停火能多快達成。在霍爾木茲海峽被封鎖的極端情景下,油價可能飆升至每桶130美元以上。這將嚴重拖累全球經濟增長,推高消費者價格。

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