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國際油價一路狂飆!布油觸及140美元/桶!股神巴菲特出手:53億美元押注石油股

週一開盤,美、布原油期貨開盤直線飆漲。 美、布原油期貨開盤漲超10%。其中布倫特原油一度拉昇20美元,最高至138.02美元/桶,WTI原油期貨突破130美元/桶。

巴菲特再度加倉石油股

股價上週五單日升31.84%

根據巴菲特旗下的伯克希爾哈撒韋於當地時間3月4日向美國證交會提交的13G文件顯示,伯克希爾哈撒韋增加了對能源巨頭——西方石油公司的投資。文件顯示,伯克希爾在西方石油公司的總持股量達到1.137億股(其中大部分通過權證的方式持有)。目前該公司持有佔比約11.2%西方石油普通股,投資價值約為64億美元。

公開信息顯示,巴菲特上週三至週五連續三天在其投資組合中購買了超過6100萬股西方石油的股票,價格從47.07美元到56.45美元不等,其他2900萬股是購於週二或之前。截至上週五,西方石油收盤價為56.15美元,上週五上漲了17.52%,單週漲45%。

美國正在討論禁止俄羅斯石油進口

美國國務卿安東尼·布林肯週日表示,拜登政府及其盟友正在積極討論對俄羅斯石油禁運,此舉可能會使本已升温的石油市場更加動盪。貿易商、託運人、保險公司和銀行已對購買俄羅斯原油或為購買俄羅斯原油提供資金越來越謹慎,禁運可能會令油價進一步飆升。

全球最大的獨立原油貿易商維多集團表示,隨着俄羅斯原油供應中斷以及利比亞等產油國遇到供應問題,石油市場可能會進一步收緊。

摩根大通也表示,如果俄羅斯供應繼續受到干擾,全球基準布倫特原油今年年底可能會達到每桶185美元,而一些對沖基金的目標是200美元。高盛集團表示,如果市場上沒有俄羅斯供應,未來三個月油價可能達到150美元。

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