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港股异动 | 中海油服(02883)涨超10%领涨石油股 地缘风险再现 油价创五个月新高

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石油股早盘集体飙升,截至发稿,中海油服(02883)涨9.89%,报9.89港元;中石油(00857)涨6.13%,报7.1港元;中石化(00386)涨3.83%,报4.61港元;中海油(00883)涨3.75%,报18.8港元。

消息面上,叙利亚首都大马士革的伊朗驻叙利亚大使馆附近的一栋建筑遭以色列空袭。此外,墨西哥国有石油公司Pemex取消了向美国、欧洲和亚洲炼油厂供应其旗舰产品玛雅原油的合同。原油价格周一上涨,美国原油期货收盘价创五个月新高。

此外,高盛发布研报称,随着油价保持在每桶80美元的较长期态势,中石油、中海油的自由现金流收益率分别为15%、11%,预计这两股相对于全球折价将收窄,随着现金流转化为强劲的股息以及潜在的股票回购计划,高盛看好中石油和中海油的股价表现。

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