里昂:委内瑞拉局势为全球原油市场增不确定因素 降2026年油价预测至每桶65美元
Group 1 - The latest developments in Venezuela add uncertainty to the global crude oil market and exert downward pressure on oil prices, which have already decreased by 8% on a quarterly basis since Q4 2025 [1] - The forecast for oil prices in 2026 has been revised down from $70 per barrel to $65 per barrel, impacting related companies' earnings per share estimates for the fiscal years 2025 to 2027, which have been reduced by 1% to 12% [1] - Among major Chinese oil stocks, the investment preference order is as follows: China National Petroleum Corporation (601857) first, followed by CNOOC (00883), and lastly Sinopec (00386) [1]