华尔街极度悲观之际,伯恩斯坦却视当下为逆向博弈的绝佳时机:油价已跌破长期边际成本,行业资本撤离预示周期见底;伴随美国页岩油神话终结及中国战略收储托底,市场已过度定价悲观预期。对于耐心资本,原油正处于三年来的最佳赔率区间。当下的原油市场正处于一种极度分裂的状态:共识极度悲观,但基本面却在暗流涌动。伯恩斯坦在最新的报告中直言不讳地指出,目前市场上确实存在一个巨大的看空理由——供过于求。中国需求的疲软、...
Source Link华尔街极度悲观之际,伯恩斯坦却视当下为逆向博弈的绝佳时机:油价已跌破长期边际成本,行业资本撤离预示周期见底;伴随美国页岩油神话终结及中国战略收储托底,市场已过度定价悲观预期。对于耐心资本,原油正处于三年来的最佳赔率区间。当下的原油市场正处于一种极度分裂的状态:共识极度悲观,但基本面却在暗流涌动。伯恩斯坦在最新的报告中直言不讳地指出,目前市场上确实存在一个巨大的看空理由——供过于求。中国需求的疲软、...
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