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Yuvi.
$CL，增长尚稳但消费停滞，原油需求预期如何修正？三季度GDP增长3.4%，但9月实际消费支出接近停滞，宏观需求信号并不一致。原油还受供应纪律、库存和地缘风险影响，不能由GDP单一推断。若库存下降且运输与制造活动稳健，需求预期有支撑；若消费持续偏弱、供应增加并压低裂解价差，油价可能重新计入需求放缓。
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