关税大限压顶 对冲基金原油多头头寸骤减至4月来新低

智通财经
Jul 26, 2025

智通财经APP获悉,随着特朗普设定的8月1日贸易协议最后期限临近,对冲基金将美国原油多头仓位削减至4月初以来最低水平,市场担忧贸易战将抑制能源需求。

美国商品期货交易委员会(CFTC)最新数据显示,截至7月22日当周,基金经理将WTI原油净多头仓位减少10018手至86088手,创下自4月8日以来新低。与此同时,洲际交易所(ICE)数据显示,布伦特原油净多头仓位同期减少11352手至227393手。

美国与主要贸易伙伴的谈判僵局持续引发市场忧虑,投资者担心贸易战将拖累经济增长并削弱原油需求。随着夏季出行高峰逐渐消退,俄克拉荷马州库欣关键储油枢纽的原油库存已连续第三周上升。

CFTC数据还显示,受空头仓位增加影响,基金经理将美国柴油净多头仓位削减1659手至38945手。不过柴油纯多头仓位增加109手至54053手,创2月下旬以来新高,反映出全球柴油供应趋紧态势。

ICE数据显示,截至7月22日当周,对冲基金将粗柴油纯多头仓位增加7632手至132133手,创逾三年最高水平。

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