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近期,受伊朗局势动荡影响,中东地区地缘摩擦持续发酵,为原油市场提供短期炒作题材。作为OPEC成员国之一,若伊朗原油出口因局势变化而受阻,可能导致供应端显著收紧,从而对油价形成较为明显的支撑。
近日原油价格已连续五个交易日上涨,反弹幅度虽略超预期,但市场基本面格局并未根本改变——供大于求仍是当前主要态势。目前油价已触及61.5美元一线,短期可继续关注该位置附近走势,同时密切跟踪后续供需动态与地缘形势演变。