據(jù)路透社5月10日專欄報(bào)道，對(duì)沖基金連續(xù)第四周增持石油頭寸，因?qū)κ拖M(fèi)和價(jià)格的樂觀情緒在3月份受挫后反彈。

　　截至5月4日當(dāng)周，對(duì)沖基金和其他基金經(jīng)理購(gòu)買了相當(dāng)于4000萬(wàn)桶石油的六個(gè)最重要的石油期貨和期權(quán)合約。

　　投資組合經(jīng)理們?cè)谶^(guò)去四周購(gòu)買了1.02億桶原油，逆轉(zhuǎn)了3月中旬至4月初期間1.13億桶的銷量。

　　最近一周，整個(gè)交易所都出現(xiàn)了買盤，主要是紐約商品交易所和洲際交易所的西WTI原油(上漲1400萬(wàn)桶)和布倫特原油(上漲1100萬(wàn)桶)，還有歐洲汽油(上漲700萬(wàn)桶)、美國(guó)汽油(上漲600萬(wàn)桶)和美國(guó)柴油(上漲100萬(wàn)桶)。

　　多頭頭寸與空頭頭寸的比例接近6:1，幾乎回到了2月中旬的前一個(gè)峰值，而且在2013年初以來(lái)的所有周內(nèi)均位于第80個(gè)百分位，這意味著市場(chǎng)普遍認(rèn)為價(jià)格將繼續(xù)走高。

　　對(duì)沖基金購(gòu)買原油和成品油的速度正在加快和擴(kuò)大，這與人們對(duì)經(jīng)濟(jì)復(fù)蘇和石油消費(fèi)周期性回升的信心日益增強(qiáng)相一致。

　　印度冠狀病毒感染的上升和客運(yùn)航空的延遲恢復(fù)不再讓看漲石油的投資者卻步，買家預(yù)計(jì)今年晚些時(shí)候石油消費(fèi)量仍將增加。

　　最近幾周，美國(guó)的石油鉆機(jī)數(shù)量也趨于平穩(wěn)，這意味著今年下半年頁(yè)巖油產(chǎn)量增長(zhǎng)放緩，有助于支撐油價(jià)在較高水平上。

　　裘寅 編譯自 路透社

　　原文如下：

　　Column: Oil buying accelerates amid growing confidence in economic recovery: Kemp

　　Hedge funds boosted their position in petroleum for the fourth week running, as bullishness about oil consumption and prices rebounded after the setback in March.

　　Hedge funds and other money managers purchased the equivalent of 40 million barrels in the six most important petroleum futures and options contracts in the week to May 4.

　　Portfolio managers have bought 102 million barrels over the last four weeks, reversing sales of 113 million barrels between the middle of March and early April.

　　In the latest week, there were purchases across the complex, led by NYMEX and ICE WTI (+14 million barrels) and Brent (+11 million) but also European gasoil (+7 million), U.S. gasoline (+6 million) and U.S. diesel (+1 million).

　　Long positions outnumber shorts by a ratio of nearly 6:1, almost back to the previous peak in mid-February, and in the 80th percentile for all weeks since the start of 2013, implying a broad consensus that prices are headed even higher.

　　The rate of hedge fund buying is accelerating and widening to include both crude and refined fuels, consistent with growing confidence about an economic recovery and cyclical upturn in petroleum consumption.

　　Rising coronavirus infections in India and a delayed resumption in passenger aviation are no longer deterring oil bulls, with buyers anticipating consumption will nonetheless increase later in the year.

　　In recent weeks, the number of rigs drilling for oil in the United States has also flattened out, implying a slower increase in shale production over the second half of the year, helping support prices at a higher level.

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