??:????????,?????????90?????
????:2024-07-04 12:02:49 ??:????
????:????:??????????????
?? ????:????????????????
??,??????????????????????????????????????????????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+???,????????”??????????? ???:??????????
????
