油价一直在高位，霍尔_老虎社区_美港股上老虎

油价一直在高位，霍尔木兹那边短期消停不了。几条思路供参考：油气开采最直接，煤化工受益于替代逻辑，化工链有涨价传导，防御性的煤炭、电力设备也有人看。不知道要打多久，短线看情绪催化，长线看供需变化。你们觉得哪条线靠谱？

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