摩根士丹利：油价在每桶 75 美元以上_亚洲投资者怎么看
2025-06-27 02:04
June 23, 2025 01:56 AM GMT Asia Energy | Asia Pacific Oil @ US$75+: What Are Investors Thinking? Forty-plus conversations with investors last week pointed to expectations of US$60-$65/bbl for oil and a positioning shift to fading oil strength. Integrated oils got the most attention, followed by refiners, gas midstream equities, and powering AI utilities. Selective interest in E&Ps. Key Takeaways We have previously highlighted our preference for Asia energy names in our note Asia Energy: Our Key Picks. India ...