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特朗普的“理想油价”曝光!高盛研究900次贴文后破解
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高盛研究了特朗普近900条油价相关贴文,发现了总统的“油价执念”!现在油价64美元,接下来他会…?
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高盛集团援引对美国总统特朗普社交媒体上有关油价的帖子的内部分析称,特朗普似乎更喜欢油价在每桶40美元至50美元之间。

包括Daan Struyven在内的高盛分析师在一份报告中说,特朗普“一直关注石油和美国的能源主导地位,已经发帖近900次。”

他们说,“推断他对WTI原油价格的偏好似乎在每桶40美元到50美元之间,他倾向于在该价位发布油价触底消息。”

布伦特原油和WTI原油的价格经常受到美国总统在社交媒体的评论的影响,从欧佩克生产水平、美国汽油价格到对伊朗等国的制裁,特朗普的评论无所不包。他的政府主张增加美国国内产量,并广泛推动廉价能源,以帮助降低通胀。

高盛分析师说,特朗普“倾向于在WTI原油价格超过50美元时呼吁降低价格(或庆祝价格下跌),”与此相反,“特朗普总统在价格非常低(WTI原油低于30美元)时往往会在支持美国生产的背景下呼吁提高价格。”

受特朗普贸易关税的影响,以及欧佩克+决定以快于预期的速度放松供应限制,WTI原油今年迄今已下跌约12%,眼下交投于64美元附近。尽管如此,在中美两国缩减部分关税90天后,油价已从本月早些时候的四年收盘低点回升。

高盛稍早前表示,鉴于近期贸易缓和,预计布伦特原油和WTI原油价格预测在2025年剩余时间内有大约每桶3到4美元的上行风险,预测分别为60/56美元;2026年价格预测分别为56/52美元。

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