华尔街再次警告油市问题，明星基金经理高呼市场被彻底破坏

华尔街见闻2022-09-01

在明星基金经理Pierre Andurand质疑期油没有原因就能一天跌10美元前，高盛指出，最近价格下跌是因为期货和现货脱节，但又认为，商品的疲软因缺乏流动性而被夸大，这反而让入手变得很有吸引力。上周沙特能源大臣警告OPEC+因可能油价与基本面而被迫减产，这周，全球名列前茅的大宗商品对冲基金Andurand Capital Management的创始人、以看多商品闻名业内的欧洲明星基金经理...

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wky
2022-09-01
wky
波动这么大而且上窜下跳的没人玩了

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Andurand质疑期油没有原因就能一天跌10美元前，高盛指出，最近价格下跌是因为期货和现货脱节，但又认为，商品的疲软因缺乏流动性而被夸大，这反而让入手变得很有吸引力。上周沙特能源大臣警告OPEC+因可能油价与基本面而被迫减产，这周，全球名列前茅的大宗商品对冲基金Andurand Capital Management的创始人、以看多商品闻名业内的欧洲明星基金经理...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3669260\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4570","symbol_name":"地缘局势概念股","start_time":0,"source_url":"https://wallstreetcn.com/articles/3669260","article_id":"1121784380","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/aa4a2187b267c2b09c55779e0a8af4ab"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3669260","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1121784380","pubTimestamp":1661990095,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"在明星基金经理Pierre 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Currie等分析师最近在报告中解释，近期商品下跌主要是由期货市场和现货市场之间的脱节引起的。虽然这样的大幅波动过去被视为非正常现象，但在原油期货未平仓合约量处于七年来最低谷之际，大波动已经成为常态。渣打银行的报告称，上周四种主要布伦特和WTI合约的合计未平仓规模自2015年6月以来首次低于40亿桶。高盛最近报告指出，投机性的净多头仓位和商品的未平仓合约都在剧减。尽管如此，高盛仍然看好商品、尤其是石油，其最近报告将高盛GSCI和BCOM商品指数的总回报率预期分别上调至38.3%和13.6%。报告称，能源极度短缺的时代，石油是最后可以倚靠的大宗商品。由于缺乏流动性而被夸大的大宗商品市场疲软，反而是一个很有吸引力的入手点。同时高盛指出，宏观形势仍然具有挑战性，美元短期内可能进一步上涨。其中提到的最大风险包括投资者因波动性上升、追加保证金而进行的大规模金融清算，以及对经济衰退的担忧最终会引发价格下跌。因此不能完全排除再次出现流动性驱动的抛售。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":669041628,"gmtCreate":1662007197072,"gmtModify":1662007197072,"author":{"id":"3447926573484248","authorId":"3447926573484248","name":"wky","avatar":"https://static.tigerbbs.com/aa5257d1ea99bc74f13bc35c27f1c2e1","vip":1,"crmLevel":9,"crmLevelSwitch":1,"idStr":"3447926573484248","authorIdStr":"3447926573484248"},"htmlText":"波动这么大 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