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阿联酋股市在关键经济数据公布前上涨;阿布扎比国家石油公司钻探活动激增

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-- 阿联酋股市本周开盘走高,富时阿布扎比综合指数上涨0.320%,迪拜金融市场综合指数上涨0.226%,收于周一交易时段结束。 投资者将等待周二公布的阿联酋4月份标普全球采购经理人指数(PMI)数据,以了解该国非石油私营部门的活动情况。该指数从2月份的55降至3月份的52.9。 石油方面,由于阿联酋退出欧佩克+以及霍尔木兹海峡持续关闭导致供应中断,欧佩克+同意在6月份将石油日产量提高18.8万桶。 牛津经济研究院在一份报告中指出:“阿联酋作为欧佩克第三大产油国的退出,将大幅削弱该组织,并引发人们对其能否继续有效运作的质疑。随着阿联酋在欧佩克之外增产,该组织在全球供应中的份额将会下降,从而降低其价格管理能力。如果阿联酋成功在欧佩克之外提高产量和收入,也可能削弱其他拥有大量储量或有意增产的产油国(例如委内瑞拉)的欧佩克成员资格价值。” 在企业方面,阿布扎比国家石油公司钻井公司(ADNOC Drilling,股票代码:ADX:ADNOCDRILL)是阿布扎比证券交易所成交额最高的股票,收盘上涨9.17%。这家海上钻井公司完成了对钻井和油田服务合资企业MB Petroleum Services 80%股份的收购。 在迪拜上市的Parkin公司(股票代码:DFM:PARKIN)与Emaar Properties(股票代码:DFM:EMAAR)旗下的Emaar Mall Management签署了一份多年期停车执法服务协议。帕金集团(Parkin)股价收跌1.54%,而伊玛尔地产(Emaar Properties)股价收涨1.70%。 在地缘政治方面,美国总统唐纳德·特朗普启动了“自由计划”(Project Freedom),旨在引导船只和船员安全驶出霍尔木兹海峡。他还表示,他的代表正在与伊朗进行“非常积极”的磋商。 荷兰国际集团(ING)表示:“经过一周的波动,随着市场消化特朗普总统关于船只通过霍尔木兹海峡的计划,石油市场趋于稳定。有报道称,该计划目前暂不涉及美国海军护航。即使该计划允许船只离开波斯湾,我们也可能看不到多少进港船只。这只能带来暂时的缓解,因为浮式储油设施也将撤离波斯湾。”

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