原油價格回落 下遊商品做多仍待時機
格隆匯9月27日丨據中證報,6月以來,強勢美元令大宗商品龍頭節節敗退,國際原油價格迄今已經較高點跌去近四成。時隔8個半月,美國WTI原油期貨首次跌破80美元/桶關口。分析人士表示,當前油價波動主要由全球通脹水平、全球經濟衰退預期及美聯儲貨幣政策等宏觀邏輯主導,基本面對油價雖有支撐但難以體現,本輪油價持續走弱預計對農產品、金屬等大宗商品價格也有利空影響,尤其是其直接影響的下遊化工品價格,預計短期難有起色。
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