骑牛看熊
2022.06.23 10:05

股神巴菲特又出手:超 5 亿美元大手笔低吸西方石油。

自 2 月俄乌冲突爆发以来,国际油价加速上涨,西方石油股价也因此水涨船高。俄乌地缘政治对国际原油市场的影响主要体现在两方面:一是全球性的原油总供应量减少,二是区域性的能源供需结构失衡。

地缘问题确实造成了俄罗斯乃至全球原油产量的损失,但供应短缺甚至中断的风险不及此前的极端预期。骑牛看熊认为原油中 6 月中旬开始出现下跌的态势,依然还是供给关系发生了变化,但是从全年来看,只要俄乌关系继续冲突,原油供给依然是大缺口,之后原油势必还要上涨。

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