--- title: "这是防御性股票市场交易 -2-" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/287637816.md" description: "Commodity Context 的首席执行官 Rory Johnston 强调，由于伊朗冲突，中国的石油进口在今年下降了 40%，同时指出全球经济依然强劲。他建议，中国可能更加依赖其石油储备，这在市场上造成了不确定性，关于这种支持何时结束，可能导致油价上涨" datetime: "2026-05-26T12:26:57.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287637816.md) - [en](https://longbridge.com/en/news/287637816.md) - [zh-HK](https://longbridge.com/zh-HK/news/287637816.md) --- # 这是防御性股票市场交易 -2- The chart shared by Rory Johnston, founder and CEO of Commodity Context, shows a 40% drop in China oil imports this year, due to the Iran conflict. Yet he notes on his Substack that the global economy seems to be humming along, meaning China is probably drawing more than expected from its own oil reserves. He calls that "the largest blind spot to the market's collective statistical model of the oil industry." That leaves the market now guessing "when China's aggressive SPR support will be exhausted or otherwise withdrawn, which would prompt a renewed surge in upward pricing pressure," he said. Read more here. Top tickers These were the top-searched tickers on MarketWatch: Ticker Security name NVDA Nvidia TSLA Tesla MU Micron AMD Advanced Micro Devices TSM Taiwan Semiconductor Manufacturing GME GameStop RKLB Rocket Lab AMZN Amazon AAPL Apple INTC Intel Random reads The world's oldest skywalker. England lose at home to Germany - in cheese rolling. Beyond the news MarketWatch Picks: This is 'the silent killer for retirement portfolios' - and it's wreaking havoc on many retirees right now \-Barbara Kollmeyer This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. (END) Dow Jones Newswires 05-26-26 0814ET Copyright (c) 2026 Dow Jones & Company, Inc. ### 相关股票 - [00857.HK](https://longbridge.com/zh-CN/quote/00857.HK.md) - [601857.CN](https://longbridge.com/zh-CN/quote/601857.CN.md) - [00386.HK](https://longbridge.com/zh-CN/quote/00386.HK.md) - [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md) - [TSLA.US](https://longbridge.com/zh-CN/quote/TSLA.US.md) - [MU.US](https://longbridge.com/zh-CN/quote/MU.US.md) - [AMD.US](https://longbridge.com/zh-CN/quote/AMD.US.md) - [TSM.US](https://longbridge.com/zh-CN/quote/TSM.US.md) - [GME.US](https://longbridge.com/zh-CN/quote/GME.US.md) - [RKLB.US](https://longbridge.com/zh-CN/quote/RKLB.US.md) - [AMZN.US](https://longbridge.com/zh-CN/quote/AMZN.US.md) - [AAPL.US](https://longbridge.com/zh-CN/quote/AAPL.US.md) - [INTC.US](https://longbridge.com/zh-CN/quote/INTC.US.md) - [NVD.DE](https://longbridge.com/zh-CN/quote/NVD.DE.md) - [GME+.US](https://longbridge.com/zh-CN/quote/GME+.US.md) ## 相关资讯与研究 - [长江能科（920158）：中标中国石油化工股份有限公司荆门分公司采购项目，中标金额为 335.00 万元](https://longbridge.com/zh-CN/news/287651339.md) - [宏川智慧与中石油蓝海新材料达成深度战略合作](https://longbridge.com/zh-CN/news/287144754.md) - [美国 “防御性” 袭击激怒伊朗：停火被指 “严重违反”，谈判仍在微妙推进](https://longbridge.com/zh-CN/news/287682424.md) - [蝴蝶效应隐现：全球经济新一轮风险传导链条解析](https://longbridge.com/zh-CN/news/287646007.md) - [华尔街警告：小心 7、8 月，国际能源署，从未见过如此局面](https://longbridge.com/zh-CN/news/287630395.md)