油價漲近4% 「三桶油」股價續漲3%-5%再探頂 中石化油服(01033.HK)急漲15%
油價昨晚回升近4%,本港「三桶油」今早股價續漲3%-5%,中海油(00883.HK)及中石油(00857.HK)高見10.6元及2.94元,分別創逾11個月高及7個月高,現造10.56元及2.93元,續升5%及4.6%元,成交2.21億股及2.2億股;中石化(00386.HK)高見4.55元,屢創52周新高,現造4.53元,續升3%,成交1.27億股。
油服股以中石化油服(01033.HK)升幅最大,高見0.96元屢創52周高新高,現造0.9元,急漲15%,成交急增至1.246億股。華油(01251.HK)、宏華(00196.HK)、巨濤(03303.HK)及安東油田(03337.HK)升逾3%-6%,後者升幅最大報0.67元。
高盛預計,由於需求超過供應,油價上升速度將加快,調升油價預測,預料布蘭特期油於次季將升至每桶70美元,第三季進一步升至75美元。另外,美國得州和其他產油州上星期因嚴寒天氣,導致產油設施關閉,市場預料寒冷天氣可能已令產油設施損壞,預料美國原油產量將緩慢回升,刺激油價昨晚急漲近4%再創逾一年高,紐約3月期油昨晚收61.49美元,回升3.8%,布蘭特4月期油收65.24美元,回升3.7%。
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