根据高盛最新发布的宏观商品研报,全球原油市场正处于一个关键的重塑期。据追风交易台,高盛2月发布研报的核心观点指出:随着风险溢价的消退以及经合组织(OECD)商业库存增加导致公允价值下降,布伦特和WTI原油价格将在2026年第四季度双双触底,分别跌至60美元/桶和56美元/桶。对投资者的直接影响: 对于能源投资者而言,这意味着未来几个季度市场的核心交易逻辑将是“供给过剩的消化”。研报明确指出,...
Source Link根据高盛最新发布的宏观商品研报,全球原油市场正处于一个关键的重塑期。据追风交易台,高盛2月发布研报的核心观点指出:随着风险溢价的消退以及经合组织(OECD)商业库存增加导致公允价值下降,布伦特和WTI原油价格将在2026年第四季度双双触底,分别跌至60美元/桶和56美元/桶。对投资者的直接影响: 对于能源投资者而言,这意味着未来几个季度市场的核心交易逻辑将是“供给过剩的消化”。研报明确指出,...
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