DISCLAIMER

Our systems have detected that you are using a computer with an IP address located in the USA.
If you are currently not located in the USA, please click “Continue” in order to access our Website.

Local restrictions - provision of cross-border services

Swissquote Bank Ltd (“Swissquote”) is a bank licensed in Switzerland under the supervision of the Swiss Financial Market Supervisory Authority (FINMA). Swissquote is not authorized as a bank or broker by any US authority (such as the CFTC or SEC) neither is it authorized to disseminate offering and solicitation materials for offshore sales of securities and investment services, to make financial promotion or conduct investment or banking activity in the USA whatsoever.

This website may however contain information about services and products that may be considered by US authorities as an invitation or inducement to engage in investment activity having an effect in the USA.

By clicking “Continue”, you confirm that you have read and understood this legal information and that you access the website on your own initiative and without any solicitation from Swissquote.

Research Market strategy
by Swissquote Analysts
每日市场简报

OPEC大会即将召开,美国劳工数据即将发布,油价表现稳定

1

OPEC大会即将召开,美国劳工数据即将发布,油价表现稳定

By Vincent Mivelaz

由于即将发布的美国劳工数据应该会提振美元,所以目前喜忧参半的信号应该会抑制原油的升值潜力。与此同时,在中国善意取消针对美国大豆和猪肉进口配额关税后,关于美国是否有望推迟原定于2019年12月15日对价值1560亿美元中国产品征收关税还存在不确定性,这使得市场参与者感到有些困惑。OPEC会议即将在维也纳召开,此次会议除了要满足目前的供应限制目标外,预计还会进一步减产,即每日减产50万桶,而关于是否会在2020年3月后继续延期减产协议仍应在未来的会谈中确定。因此,油价在本周有所上周,但鉴于沙特阿美公司的首次公开募股有望在下周成为头条新闻,油价的升值潜力应该会有所削弱。

截至2019年11月29日当周,EIA原油库存减少490万桶(前值:+160万桶),这是五周来的首次跌幅,同时还是三个月来最大跌幅。OPEC会议预计会对目前的120万桶产量进一步减产。在政治威胁日益增加的背景下,伊朗紧张局势升级,五角大楼考虑可能向该地区派遣数千名士兵,看来来年的地缘政治事件可能会支持油价。同样,沙特阿美公司(1.50%的股份)仍仅向国内机构投资者和散户投资者开放,并将于2019年12月11日进行首次公开募股,预计总共筹集256亿美元(每股32沙特里亚尔或8.53美元),超过阿里巴巴集团250亿美元的记录。沙特阿美公司仍将保持全球最大的石油生产商市场估值1.7万亿美元,低于沙特阿拉伯的估值2万亿美元。

 
线上咨询