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《大行報告》高盛料布蘭特油價本月起上升 料12月達每桶100美元
阿思達克 03-07 14:34
高盛發表研究報告指,油價受未來幾個月的基本面的影響,大於更遠期的基本面的影響,加上預期6月庫存相對需求將恢復赤字,以及估計油價相對於庫存現在看來仍低。該行預計,布蘭特原油將於本月開始走高,並在12月達到每桶100美元。 該行指,石油市場可能仍處於現貨供應過剩狀態,並更像是一種現貨資產,而不是一種預期資產。儘管中國需求增長快於預期,但市場仍處於過剩狀態。 該行表示,明年全球增長預測的修正會顯著影響油價。然而,更遠未來的全球GDP增長預測不會顯著影響油價,但會推動金屬和股票資產的價格。
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