?????:????????,??90?????????
????:2024-07-04 09:41:30 ??:????
????:????spa????:qq???
?? ?:????
?????,???????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+???,??????????”????? ????????????????:?????????????
????
