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布兰特原油在前一交易日大涨 2.4% 后续强,周四上扬 1%,收在每桶 79.16 美元。 反弹行情由几个催化剂促发,其中包括正面的美国就业数据,化解市场对经济步入衰退的隐忧。 截至8月3日当周,美国初领失业救济金人数降至23.3万人,较前一周减少1.7万人,代表劳动力基本盘仍相当稳固。
地缘政治紧张局势亦加热原油市场。 最近哈马斯和真主党领袖在德黑兰被暗杀后,伊朗可能对以色列采取报复行动带来油价上行的动力。 以色列至今已为升级战事做足准备,周四扩大在加萨地区行动,与哈马斯武装份子再度激战。 投资人因此担心事件发展卷入整个中东石油产区,最后影响这个主要全球供应链。 在其他油区,利比亚最大油田产线中断,而乌克兰逆袭俄罗斯造成程度破坏。
此波反弹结束周一触及的七个月低点。 行情可能在经济数据、地域冲突和供应中断预期中续航。

(布兰特原油月线图)
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