【券商聚焦】高盛：若霍尔木兹封锁持续两月年底布油公允价最高看93美元_老虎社区_美港股上老虎

【券商聚焦】高盛：若霍尔木兹封锁持续两月年底布油公允价最高看93美元

金吾财讯03-10 16:57

金吾财讯 | 高盛报告指出，如果霍尔木兹运输中断持续时间较短，油价的中期公平价值仍主要由原油产量和商业库存损失决定。

高盛表示，若霍尔木兹海峡的原油出口本周就开始逐渐恢复，布油/WTI原油到年底的预测价格抬高至66/62美元；若最终封锁的时期拉长到3周、1个月乃至两个月，布油/WTI原油年底的公允价格最高将达到93/89美元。

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