消息,澳新银行称,因为日益悲观的投资者纷纷逃离原油市场,油价仍难以见底;此外对伊朗原油的制裁解除后,油价面临更大的下行压力。澳新银行表示,考虑到市场已经消化了伊朗制裁解除的影响,可以看出,推动油价下跌的不是基本面的变化,而是投资者的看空情绪。澳新银行表示,原油空仓持有量已达到历史新高;除非伊朗原油出口更加明朗,且美国减产有更多证据,否则油价还将进一步下跌。
唐绍红摘译自道琼斯
原文如下:
Oil Price Still Not at Bottom, Says ANZ
[Dow Jones] Oil prices are struggling to find a bottom as increasingly bearish investors flee the market, says ANZ, noting prices were pushed further down after sanctions against Iranian oil were lifted. The bank says the fact the lift was already priced in, the decline highlights that "investor sentiment, rather than any change in fundamentals, is driving price action at the moment." It says short-positions in crude oil are hitting an all-time record high and until there is more clarity around Iran's exports and more evidence of a pull back in U.S.production, prices will decline further.