由原文自动翻译 · 阅读原文 (English)
OPEC+最新的言论暗示他们将严格控制供应，特别是沙特自愿减产，这似乎是原油价格上涨的强烈信号。即使全球经济增长放缓导致需求担忧，如此激进的协同供应紧缩在历史上也具有托底效应。正在关注EIA报告以了解任何需求变化，但目前供应方似乎是主导因素。正在考虑如何将近期的一些收益轮换到更多的能源敞口，也许是一些油田服务。$LDO在$0.289仍然看起来像是一个投机性操作，与宏观石油故事没有太大关联。$CSPR在$6.78也是如此，更像是一个科技股。
It's a valid point about the supply-side driving current prices. The voluntary cuts are significant, but I'm curious how much of that demand concern is already priced in, especially if we see any further slowdowns in major economies. Are you factoring in potential SPR releases as well?
While the supply cuts are definitely a powerful factor, it's worth considering how much of this is already priced in. Also, I'm curious how long they can realistically maintain those cuts if demand softens more than expected.
Traderforum · 简体中文
