港股异动 | 石油股继续走高 OPEC+宣布明年一季度暂停增产 大摩上调短期油价预测
智通财经网·2025-11-04 03:00

Group 1 - Oil stocks continue to rise, with PetroChina (00857) up 2.9% to HKD 8.53, CNOOC (00883) up 1.56% to HKD 20.78, and Sinopec (00386) up 1.19% to HKD 4.27 [1] - OPEC+ announced plans to pause production increases in Q1 2024, marking the first halt since the organization began restoring supply cuts in April [1] - Morgan Stanley raised its short-term oil price forecast, increasing the Brent crude oil futures price expectation for H1 2026 from USD 57.50 to USD 60 per barrel [1] Group 2 - A report from Lyon indicates that PetroChina's Q3 performance demonstrates the company's ability to deliver stable and resilient earnings amid oil market fluctuations [1] - The dividend outlook and stability of PetroChina are considered the best among its peers [1] - Lyon raised the target price for PetroChina's H-shares from HKD 8.6 to HKD 8.8 and for A-shares from CNY 11.9 to CNY 12, reiterating an "outperform" rating and identifying it as the top pick among the three major oil companies [1]