知名价值投资人段永平9月15日在雪球平台发帖,反思自己对西方石油(代码:OXY)的投资判断。他表示,如果自己不是真懂,抄作业也是很难的。段永平提到,前段时间OXY跌至40美元左右时他未敢加仓,这证明自己对该股票并不真正理解。今日他选择全覆盖卖出看涨期权(sell call),并称“call走不心疼”。
该帖文引发投资者关注。段永平并未明确说明是否已平仓或调整仓位,但其表述暗示他对当前价位已无进一步看涨预期。值得注意的是,段永平此前曾多次公开表示看好能源股及巴菲特旗下伯克希尔哈撒韦对西方石油的投资逻辑。

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