摩根士丹利将油价预期从每桶57.50美元上调至每桶60美元，此前欧佩克 + 决定暂停增产

Group 1 - Morgan Stanley has raised its short-term oil price forecast following OPEC+'s decision to pause production increases [3] - The investment bank increased its Brent crude oil price forecast for the first half of 2026 from $57.50 per barrel to $60 per barrel [3] - OPEC and its allies announced plans to stop increasing production in the first quarter of next year, marking the first pause since resuming supply in April [3] Group 2 - Analysts from Morgan Stanley noted that OPEC's statement, while not changing their fundamental outlook on production, signals reduced volatility in oil prices due to OPEC's involvement [3] - There is a significant gap between OPEC's production quotas and actual production, with actual daily production increasing by only 500,000 barrels from March to October, far below the announced quota increase of 2.6 million barrels [3] - Brent crude oil prices rose to around $65 per barrel, but have fallen 13% this year due to signs of oversupply in the market [3] - Morgan Stanley predicts that the oversupply situation will balance out by the second half of 2027, with oil prices expected to recover to $65 per barrel [3]