?????:??,?????????90????????
????:2024-07-04 09:36:56 ??:????
????:????????:?????????
? ?????????????:??????
??,???????????????????GSCI?8.8%,?2023?????
??????????????????????????????????????,???????????,?????????
?????????????????????????
??????????????????,5???????2450???????????,????????????????,????????
?????,29%??12???,??2018????????????????,???????????,????????????1037??????????,???2022?????????????????1082??????????????
BK asset management???????????????(Boris Schlossberg)??????????,????????????“?????????????????????????”?????????????????,??,???
?????????“?????????????”,?,????????????????????????????8%???10%,????2025??????2600??????????????34?????????
??????3000????????????????????????????,??????????????????12???????18????????????,???????????????,????????????3000??,?????,?ETF,??????????????????,?????“?????,????????????????”
???????????????????,????????????5????????????????11000???????????????????/??????????,??9500~10000?????????????,6????????????50????????????5????,LME??72%,???????????18?????????????????????????????????
????????????????????????GSC Commodity Intelligence??,?????,?????100???
?????????????????????????????,????????,?????????????180????????190??????????,???????????????3.5????????????(IEA)?????«2024?»??,?????“???????????”,2024??1700?????,???????????????
????????????????????????????????,?????????,????????????????????????,????????????????????????????,????????????????,??????????
???????????????
?,???????????????????,????????????110%?
????????????????????????????,????????????????20%??????????????????????????,??????????????????????????????,????????????????21????,??????????,?????????????????????????(ICO)????????????,?????????2023~2024????????7.4????????????????????37.4???????
??????,??????????????200%????????????????????????,?????,????????????????,???????
??????????Ninja Trader??(Tom Schneider)????,??????????????,?????????????????70%??????????,???50%??????????????,??,????????????,??????,???????????????
????????????????????Tropical Research Services?????????????(Steve Wateridge)??,??????????????????????,????????????????????,????????,??????????????????????????????,????????????????????????????????
?????????,??,????????40%?
????,?????3???????,2023/24????????20%,????147.2???????,??4??????,??????
???????(Neuberger Berman)????ETF????????(David Waugh)??????????,??????????,????2.0???????????????,???,?????????
?90???
??????,??????????,????????????OPEC+6????,???
????PVM Oil Associates????????????(Tamas Varga)??????????????,OPEC+??,???????????,??????????????????,?????????10??,???
??????????????,?????????????????????6??,OPEC+??????600??????????,?7%????????????????,????,????????????????
??,??????????,?????,??????????????????????????,??????????????????,???????
??????4?????????????????????,??????????????????,??9???90????????????????????
CIBC Private Wealth ??????????????????(Rebecca Babin)??????????,???????????????????,?????????90????????????????????????????????,????????????????????2025??????????????????“OPEC+?????,??????????????????”??????????????????? ?????:?????????
????
