随着霍尔木兹海峡供应量回升，华侨银行下调原油预测

环球市场播报07-02

　　随着霍尔木兹海峡的供应量回升，华侨银行集团研究部下调了到2027年第二季度底的季度原油预测。两名华侨银行策略师在一份研究报告中表示：“在美国和伊朗达成谅解备忘录之后，通过霍尔木兹海峡的航运交通——以及由此带来的原油供应——已经回升。“这些策略师表示：“对供应正常化的预期迅速将原油价格推回冲突前的水平，使供应过剩的叙事重燃。“华侨银行将2026年第三季度的布伦特原油预测从每桶85美元下调至每桶75美元，将2026年第四季度的预测从每桶80美元下调至每桶75美元，将2027年第一季度的预测从每桶75美元下调至每桶73美元，并将2027年第二季度的预测从每桶75美元下调至每桶71美元。

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责任编辑：王永生

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