$中国海洋石油(00_老虎社区_美港股上老虎

沙漠追光大海逐风

03-19

$中国海洋石油(00883)$预估测算，布油均价90下，海油净利到1800以上；100对应净利约2000。目前形势看，2026年均价大概率90甚至100以上。甚至2027年有效供给估计也难恢复战前水平。短期看海油市值偏低，中长期合理。

油价突破$110！如何交易战争冲突？

黄金跌1.84%，白银跌约3%，WTI原油盘中一度涨近15%，结算价自2022年来首超110美元。即期布油价飙破140美元，创2008年以来最高，较前一日的逾128美元大幅跳升。【大家觉得油价近期是否会持续高位震荡？该如何交易战争冲突？】

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