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多空消息对撞之下,国际油价后市或有剧震

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① 国际油价在周三OPEC+技术会议结束后稳中有涨,因其在8月增产前景早已为市场所预知,因此短线心理冲击有限,反过来,市场更看好下半年原油需求的进一步恢复。而摩根士丹利的分析师则表示,布伦特原油此后会回升到45美元/桶的均衡价位,但之后在走势就存在显著不确定性,可能再度录得反复巨震;

② 大摩表示,一方面,全球经济在下半年的进一步恢复前景,以及美元指数的进一步承压回落都会对油价走势构成额外利多,然而,疫情前景仍存在不确定性,库存可能再度飙升,这方面的风险也都无法小视,因此油价是否能够回到年初的水平当前还无法打包票,在此过程中,OPEC+的未来产能政策走向更是尤为值得关注

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