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Plato @ Investment

~ Trying to make money out of all kinds of market condition

Plato @ Investment

Daily Archives: October 20, 2014

油價急跌的另一個原因

20 Monday Oct 2014

Posted by Platoooooo in October 2014

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港股在「佔中」、滬港通、外圍股市等內煎外熬下走勢無從捕捉,今時今日入市跟守門員撲十二碼一樣,估個波是去左邊還使右邊根本就無得估。所以最好的選擇可能是:企正中間唔郁!即是翹埋雙手乜都唔好做!

外圍方面,美股跌到一仆一碌,小弟月中時叫做估中下啦。此外,油價就跌得更令人「O」晒嘴!Crude Oil 短短兩、三個月間由每桶100美元跌落80美元,最近一個月的跌勢尤其厲害!市場解讀包括:

1) 美國頁岩氣發展令它們對原油需求減少;
2) 美國聯儲局準備收水;
3) 美金近日走勢強勁;
4) 環球經濟弱,對原油需要減少,兼有通縮可能。

油價過去3個月急跌兩成

小弟就膽粗粗加多個原因:歐美出暗腳制裁俄羅斯。

俄羅斯吞併克里米亞,跟歐美鬧得慶烚烚,相信大家都記憶尤新;亦因為這樣歐洲無什麼板斧阻止下唯有出經濟制裁一招。除了表面上禁止呢樣禁止嗰樣外,再暗中壓低油價就最實際。俄羅斯本來就是恃著自己可以從地下鑽出黑金,不怕被制裁會無錢駛。現在油價被壓到謂接近開採成本的80美元,俄羅斯就不能再在地下鑽出盈利來?!

不過,睇返原油幅圖,現價已經非常接近過去幾年的低位,加上上星期一跌穿80美元的心理關口就立即反彈,小弟就覺得幾有值搏率,看看能否彈上90美元的水平。

80美元是油價的重要支持位

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