l******2
发帖数: 5522 | |
c****w
发帖数: 2830 | 2 bafeite大举进仓xom带来的打击。。。这老头来日无多了，，先兆啊。 |
f****r
发帖数: 5118 | |
i*********n
发帖数: 5465 | 4 巴菲特99%的财富都会捐掉，已经pledge了
★ 发自iPhone App: ChineseWeb 8.1
【在 c****w 的大作中提到】
: bafeite大举进仓xom带来的打击。。。这老头来日无多了，，先兆啊。
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w*s
发帖数: 7227 | 5 这是已经price in的，说不定原油大涨
【在 l******2 的大作中提到】
: http://news.yahoo.com/iran-nuclear-deal-reached-geneva-02122294
: 周一直接冲16500点了， 原油会大跌
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l******1
发帖数: 380 | 6 iran will cut oil supply to mainland.
mainland only has 35 days of oil reserve |
l******1
发帖数: 380 | 7 iran will cut oil supply to mainland.
mainland only has 35 days of oil reserve |
B**********r
发帖数: 7517 | 8 原油已经阴跌3个月，借这个机会再跌透它。
金银也跌吧，都再跌5%，大波动最好。
【在 w*s 的大作中提到】
: 这是已经price in的，说不定原油大涨
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c****w
发帖数: 2830 | 9 有什么石油股票就赶紧卖了吧。金银这一年怎么瀑布的也都看到了。
原油这东西既不能吃也不能穿，放在空气里就蒸发了。点一把火结束的更快。随时都能
没有了，死了不能复生的东西，能值多少钱？。。zero to infinity。
本来周一还打算进石油钻井行业的股票，这下还好歇菜了。原来不明白这两个礼拜为何
会跌，现在明白了。
【在 w*s 的大作中提到】
: 这是已经price in的，说不定原油大涨
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M****s
发帖数: 1430 | |
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h**6
发帖数: 4160 | 11 原油这东西既不能吃也不能穿，放在空气里就蒸发了。点一把火结束的更快。随时都能
没有了，死了不能复生的东西，能值多少钱？。。
Your IQ is negative |
c****w
发帖数: 2830 | 12 石油价格是一定要下去的，。。这么多年往上窜的时候，哪一次没有伊朗问题的影子？
market如果敢于反其道而行，那就是基金开始快速做空了。但是概率很低，我的看法。
迅速下跌是正道。。。
终于又可以见到十年前每加仑一块钱的时代了，哈哈哈哈 |
c****w
发帖数: 2830 | 13 那就long xom呗/ your money you control
【在 h**6 的大作中提到】
: 原油这东西既不能吃也不能穿，放在空气里就蒸发了。点一把火结束的更快。随时都能
: 没有了，死了不能复生的东西，能值多少钱？。。
: Your IQ is negative
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M****s
发帖数: 1430 | 14
你让美国出口石油的公司脸往哪搁啊？
人工，设备，开采成本难道负增长？
【在 c****w 的大作中提到】
: 石油价格是一定要下去的，。。这么多年往上窜的时候，哪一次没有伊朗问题的影子？
: market如果敢于反其道而行，那就是基金开始快速做空了。但是概率很低，我的看法。
: 迅速下跌是正道。。。
: 终于又可以见到十年前每加仑一块钱的时代了，哈哈哈哈
|
c****w
发帖数: 2830 | 15 也是。还是让未来解释吧 /
btw，amd的跳空爆发日在下一个earning release上，这之前可以去赚更大头的东西。。 |
c****w
发帖数: 2830 | 16 这也够自私的。
【在 i*********n 的大作中提到】
: 巴菲特99%的财富都会捐掉，已经pledge了
:
: ★ 发自iPhone App: ChineseWeb 8.1
|
c****w
发帖数: 2830 | 17 我无非是报着，说不定能让古板上的三十只青蛙别去贪小便宜抄底，然后长期被套住。
你觉得bafeite care他们吗？ |
C***a
发帖数: 1228 | 18 这个deal只是最终伊朗放弃核武器开发之前的一个阶段性的谈判deal，而不是伊朗宣布
放弃核武器开发。所以不会有太大的让油价下跌的理由，所以周一开盘油价只是有可能
下跌而已。
但是对大盘上涨可能有好处，牛牛找到个挤熊的所谓理由，
[发表自未名空间手机版 - m.mitbbs.com] |
c****w
发帖数: 2830 | 19 是的。本来大家对五年来的长势感到担忧，这个deal确保了2016之前难有百分之三四十
调整出现。
另外今年年底也可以平按度过了
【在 C***a 的大作中提到】
: 这个deal只是最终伊朗放弃核武器开发之前的一个阶段性的谈判deal，而不是伊朗宣布
: 放弃核武器开发。所以不会有太大的让油价下跌的理由，所以周一开盘油价只是有可能
: 下跌而已。
: 但是对大盘上涨可能有好处，牛牛找到个挤熊的所谓理由，
: [发表自未名空间手机版 - m.mitbbs.com]
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o******y
发帖数: 446 | 20 解释这个deal怎么对大盘这么大影响？
宣布
可能
【在 c****w 的大作中提到】
: 是的。本来大家对五年来的长势感到担忧，这个deal确保了2016之前难有百分之三四十
: 调整出现。
: 另外今年年底也可以平按度过了
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|
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c********n
发帖数: 1793 | 21 做长有的是机会，不用担心的。
【在 c****w 的大作中提到】
: bafeite大举进仓xom带来的打击。。。这老头来日无多了，，先兆啊。
|
c****w
发帖数: 2830 | 22 某新闻马前炮的一pian报道。
http://blog.foreignpolicy.com/posts/2013/11/22
/there_could_be_an_iran_deal_this_weekend_but_don_t_expect_oil_prices_to_
plummet
There Could Be an Iran Deal This Weekend, But Don't Expect Oil Prices to
Plummet
Posted By Jamila Trindle Friday, November 22, 2013 - 7:21 PM
If the West makes a deal this weekend with Iran -- one of the world's
largest oil producers -- the price of crude will almost certainly fall on
Monday.
But after that? Don't count on it.
"The assumption that a deal was coming had put some downward pressure on oil
," said Daniel Sternoff, Director of Energy Research, at Medley Global
Advisors. Sternoff said that some people in the market see a deal as an
indication that the Iran sanctions could be lifted, bringing Iranian oil
back to the market.
Prices of crude have fluctuated this week with the prospects of success in
Geneva, where the United States is negotiating with Iran and five other
countries about suspending some of the sanctions on the Iranian economy in
exchange for Tehran curbing parts of its nuclear program. The price of crude
oil fell in the middle of the week, but recovered to over $95 per barrel by
Friday. Though oil sanctions aren't necessarily on the table in Geneva, an
interim deal could raise hopes in the market that they'll be lifted in the
future, which could in turn send prices lower.
Yet that view could be optimistic, Sternoff said. "Even under an interim
deal, it's not like we're going to see a huge rush of Iranian oil back on
the market."
At it's peak, Iran produced close to 4 million barrels of oil per day, but
sanctions have reduced that close to 2.5 million barrels per day.
Amy Myers Jaffe, who studies fuel markets at the University of California
Davis, said any drop in prices if there's a deal this weekend wouldn't
necessarily be about "how much extra oil is going to come out from Iran."
Instead, "the real impact is in changing the market psychology and that's
just much harder to predict," said Jaffe, who is the Executive Director of
Energy and Sustainability at the University of California at Davis's
business school. Changing that psychology would require not just a deal with
the United States, Jaffe added, but improved relations with Saudi Arabia
and Israel as well.
"If we start to see a resolution of the way that Iran engages in all these
different domains," then that lowers the risk of conflict in Syria, Jaffe
said.
Patrick Clawson, Director of Research at the Washington Institute, said a
fair amount of this week's movement in oil prices around the Geneva talks is
about the reduction of this "risk" premium, which is the extra amount
factored into the price of oil based on the risk of conflict in the area.
"The risk of there being a conflict that imperils oil shipments from the
Persian Gulf goes down and therefore oil prices go down," Clawson said.
Recently, Iranian officials and foreign oil companies, like Chevron, Total,
and Royal Dutch Shell, have been talking. Some have taken that as a sign
that Iran is willing to give foreign companies better terms than before,
when Iran often required companies to enter into agreements with state-
controlled companies. A U.S. official said Iran is losing $5 billion a month
because of lost oil sales, according to the AP.
"If there's an accord that will allow foreign companies to come back to Iran
, they're much more likely to be interested," Clawson said. Though he adds
that oil companies have many more choices for investment these days,
including in Africa and the United States.
While a broad deal could signal greater stability in the region and
therefore reduce the extra "premium," actually increasing the amount of
Iranian oil on the market would likely take more time. There are a lot of
practical hurdles to Iran increasing output, even if sanctions are lifted.
Kamran Dadkhah, an associate professor at Northeastern University who has
studied the Iranian economy, said Iran's oil industry has been left behind
as technology has improved because there's been no real investment in Iran's
oil fields in decades. For instance, he said, the lack of investment means
Iran's oil wells aren't well maintained.
"If the sanctions are lifted and investment goes to Iran, in the long run,
you will have a very, very positive effect," Dadkhah said. But, he added,
the big caveat is whether Iran sticks to any deal it makes in Geneva. |
f*******h
发帖数: 721 | 23 原油大跌就all in 炼油巨头--Xom
all in 做皮卡的--GM
all in 做建筑和地产家具的--brkb
buy buffett i am!
【在 c****w 的大作中提到】
: bafeite大举进仓xom带来的打击。。。这老头来日无多了，，先兆啊。
|
c****w
发帖数: 2830 | 24 Commodity Units Price Change Change Contract Time(ET)
Crude Oil(WTI) USD/bbl 93.55 -1.29 -1.36% Jan 14 00:46:28
Crude Oil(Brent) USD/bbl. 108.2 -2.85 -2.57% Jan 14 00:46:47
TOCOM Crude Oil JPY/kl 65,990.00 -200 -0.30% Apr 14 00:47:18
【 在 emailadd (王爷) 的大作中提到: 】
: 凡事还真不一定。
: market总是反其道而行。
【在 c****w 的大作中提到】
: 石油价格是一定要下去的，。。这么多年往上窜的时候，哪一次没有伊朗问题的影子？
: market如果敢于反其道而行，那就是基金开始快速做空了。但是概率很低，我的看法。
: 迅速下跌是正道。。。
: 终于又可以见到十年前每加仑一块钱的时代了，哈哈哈哈
|
z*****n
发帖数: 447 | |
U***3
发帖数: 2082 | |
u*****e
发帖数: 357 | 27 Could we buy now?
★ 发自iPhone App: ChineseWeb 8.1
【在 U***3 的大作中提到】
: 等CLR降到107的时候再进
|
c****w
发帖数: 2830 | |
c****w
发帖数: 2830 | 29 今天石油钻井板块的行情。。。
HERO Hercules Offshore... 6.36 -0.31 -4.65% 1.02B
RDC Rowan Companies PLC 34.71 -0.96 -2.69% 4.31B
PKD Parker Drilling C... 7.85 -0.11 -1.38% 943.51M
DO Diamond Offshore ... 59.37 -1.52 -2.50% 8.25B
ATW Atwood Oceanics, ... 52.97 -2.02 -3.67% 3.39B
VTG Vantage Drilling ... 1.82 -0.04 -2.42% 551.11M
HP Helmerich & Payne... 77.12 -1.85 -2.34% 8.21B
SDRL Seadrill Ltd 42.39 -2.85 -6.30% 19.88B
RIG Transocean LTD 50.99 -1.10 -2.11% 18.38B
ESV ENSCO PLC 59.53 -1.56 -2.55% 13.90B
NE Noble Corporation 38.00 -1.56 -3.94% 9.65B |
