以史为鉴，油价突破60美元和对股市的影响

川阅全球宏观2021-02-16

作者：东吴证券分析师陶川春节期间布油和美油均突破60美元关口，布油当前达到63.6美元/桶，为2020年1月以来新高。此轮油价的上涨如何演绎？对股票市场有何影响？供需趋紧、库存回落是此轮原油价上行的主导因素。随着全球经济活动复苏，原油供需均在2020年中触底反弹。2020年9月前由于供给仍好于需求，油价回升幅度有限（图1）；2020年9月后需求恢复超过供给、原油库存回落，油价进入上行通道。春节后...

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精彩评论

Fred_6810
2021-02-17
Fred_6810
瞎扯。新能源会上，页岩气会上。
壁立千仞无欲则刚
2021-02-17
壁立千仞无欲则刚
历史重演！会带动股市下行？！
云里梦里飞
2021-02-17
云里梦里飞
大家都在看谁接最后一棒
- 云里梦里飞:
  只要不是我。。。
Ikhas
2021-02-17
Ikhas
127美元一桶卧槽
Sonnymonkey
2021-02-17
Sonnymonkey
历史总是惊人的相似
- 云里梦里飞:
  可是人类不学习 [笑哭]
万象入星辰
2021-02-17
万象入星辰
不言而喻

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