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华泰期货：能源板块整体上涨，后市怎么看？_蜘蛛资讯网

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挑细选，理性参与。　　据了解，近期因一位资深投资人质疑光模块龙头盈利预测，被年轻分析师回怼“买你的白酒去吧，老登！”，使得“老登”一词迅速出圈，成为偏好白酒、能源等高股息板块，对科技成长股持保守态度的投资者代名词。责任编辑：杨赐

区对外部石油供应阶段性收紧，原油隐含的地缘溢价大幅走强。此外，油轮运价与保险费用受到冲突的进一步抬升，对原油等品种进口成本形成额外利多。　　对于原油下游能源商品而言，高硫燃料油和LPG是伊朗出口的主要石油产品，但LPG由于国内下游需求承压以及交割品分化，价格弹性要弱于燃料油。此外，由于地缘冲突导致船舶绕行，间接利好船用燃油消耗以及低硫燃料油需求。沥青方面，由于伊朗油是国内沥青炼厂的原料之一，因此成

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