高盛料全球进入长期持续商品牛市 油价明年底见65美元
高盛商品研究全球主管Jeffrey Currie表示,全球进入长期持续的商品牛市,油价亦将受惠於投资不足、美元疲弱、政府财政政策及能源过度等因素。他指除小麦以外,所有商品均供不应求,其中原油的资本开支在今年上半年急跌4成,跌幅为前所未见。他指原油需求亦会受能源过度带来的需求所影响,基於绿色能源基建项目亦需要大量石油。
高盛对油价明年底目标为每桶65美元,并预期全球原油需求快速复苏,2022年全球的每日需求料达1.025亿桶,高於国际能源署预测2019年每日需求1.001亿桶。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.