???? 據(jù)3月23日FXSTREET報道,華僑銀行上周表示,大量的看跌消息重創(chuàng)了能源行業(yè),布倫特原油本周暴跌6.8%,低于其他大宗商品資產(chǎn)。華僑銀行策略師預(yù)計,隨著第一季度接近尾聲和下周的歐佩克+會議,大家似乎不愿在65美元以上追加的這種謹(jǐn)慎的基調(diào)將保持不變。
????面對大量看跌因素——聯(lián)邦公開市場委員會(FOMC)似乎不那么悲觀,歐洲疫苗接種計劃受挫,中美關(guān)再次出現(xiàn)口水戰(zhàn)——油價受到的打擊比其金屬價格更嚴(yán)重。
????美國國債收益率升至1.70%以上和美元走強也使油價的牛市更加復(fù)雜,而美國原油和汽油庫存的共同上漲又增加了一層阻力。
????我們一直認(rèn)為,盡管原油價格需要技術(shù)性回調(diào),但65美元將是一個適當(dāng)?shù)膬r格,可以再次開始建立長期地位。
????上周的暴跌可能會沖掉一些保證金上的過度投機,這對石油繼續(xù)上漲趨勢至關(guān)重要。我們認(rèn)為,本周油價可能會小幅反彈,中期交易區(qū)間在65美元至70美元之間。
????馮于榮 摘譯自 FXSTREET
????原文如下:
????Brent Oil set to hover comfortably in the $65-$70 range – OCBC
????Energy was hard hit by the deluge of bearish news last week, underperforming other commodity assets as Brent plunged 6.8% on the week. Buyers looked reluctant to place bids above $65 and strategists at OCBC Bank expect the cautious tone to hold as we approach the end of Q1 and next week’s OPEC+ meeting.
????Key quotes
????“Faced with a deluge of bearish factors – a seemingly less-dovish FOMC, setbacks in Europe's vaccination drive and a fresh spat in US-China relations – oil took a more severe beating than its base metals counterpart. The rise in US Treasury yields to above 1.70% and the firming US dollar also complicated oil's bull run, while the combined rise in US crude oil and gasoline stocks added another layer of headwind.”
????“We have always opined that while crude oil is in need for a technical correction, $65 would be a decent level to begin building a long position again.”
????“Last week's collapse would have flushed out some of the excessive spec longs on the margin, which is vital for oil to continue its upward trend.”
????“We think oil could see a slight rebound this week and trade largely range-bound in the medium-term between $65 to $70.
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