地缘政治 | 美伊谈判进展压缩原油溢价
2026-06-24 10:55:29
美伊谈判取得进展令霍尔木兹通航情况改善，这压缩了原油地缘溢价。伊朗供应回归预期主导抛售，不过物流瓶颈、核谈判与以黎冲突仍是限制油价下行空间的关键变量。
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