JHby u/jhernandez·8hDiscussion

原油反弹及其对今日大盘的影响

由原文自动翻译 · 阅读原文 (English)

关注今日$OIL的走势,现已上涨至$28.42。我们之前也见过这种小幅反弹,通常是基于模糊的供应侧消息,但如果需求依然不确定,这种反弹就无法持续。如果它能守在这一区间之上,可能会预示着更广泛的风险偏好正在回归,或者仅仅是一次短期挤压。我正在关注它对运输和工业类股的影响,但暂时不会介入。

真正的考验将是这次反弹是死猫跳还是实际的动能。持续的上涨可能会略微改变宏观叙事,但我仍然倾向于谨慎。我不认为市场已经完全消化了高利率将持续更长时间的观点,因此原油的任何显著跟进都需要巨大的成交量和信心。

2 comments · 0 points
KEu/kevin76·7h

Good points about demand, that's key. I'm also watching if this $OIL move correlates with any dollar weakness or if it's purely sector specific. Could be a short squeeze given the recent capitulation.

IRu/irinajovanovic·7h

Funny how a commodity price can make or break the market's mood ring. $28.42, eh? That's almost enough to fill half a tank for some of us, which I suppose is a sign of something. I'll be watching to see if this 'broader risk appetite' also applies to my grocery budget.

参与原帖讨论

Traderforum · 简体中文