据道琼斯12月23日消息,澳新银行称,投资基金们一直在快速应对油价的下跌,而美国量化宽松的结束以及随之而来的美元走强令这些反应加剧。该机构称,自油价6月份见顶以来,投机性美国市场人士已结清了超过50%的净多头头寸,随着抄底迹象的出现,抛售可能已接近尾声。不过,供应过剩将令油价在明年年初承压。该机构表示,石油市场是2015年他们最不看好的大宗商品市场之一。该机构预计明年西得克萨斯中质油平均价格将同比下跌30%至65-69美元/桶。
唐绍红摘译自道琼斯
原文如下:
Signs of Bottom-Fishing Apparent in Oil Markets
[Dow Jones] Investment funds have been quick to price-in the fall in oil prices, with moves exacerbated by the end of U.S. quantitative easing and subsequent strength in the U.S. dollar, ANZ Bank says. It says speculative U.S. investors have liquidated over 50% of their net-long positions since prices peaked in June and selling may be close to complete with signs of investor bottom-fishing emerging. However, oversupply will keep crude oil prices under pressure early next year. "Oil markets are one of our least-preferred commodities in 2015," it says. ANZ expect a 30% on-year average price drop for WTI crude to $65/bbl and Brent to $69/bbl.