布伦特原油日内走低2.02美元，现报103.28美元/桶，跌幅1.92%。

Morgan Stanley raised its 2026 China GDP growth forecast to 4.8% from 4.7%, citing resilient exports driven by AI and green-investment demand. The bank’s economists say China’s supply-chain strength is helping it gain additional global export market share. They also note the economy is relatively insulated from oil-price shocks due to its diversified energy mix and strategic reserves. Robust exports have reduced the need for further stimulus, prompting Morgan Stanley to drop its call for second-half fiscal support and additional monetary easing. The PBOC is instead likely to rely on liquidity injections and targeted credit tools rather than interest-rate cuts.

美国至5月8日当周EIA精炼油产量 -12.4万桶/日，前值-2.4万桶/日。