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Hangzhou New Hope
"Unexpectedly, when the King of Saudi Arabia became a 'Red', international oil speculators began to hype wildly oil price Here comes Ge. In the past three years, the world oil price has continued to rise, and oil companies have made a lot of money. The United States and Britain control the international oil price market with their unique political status and strong economic strength, while other European countries are unable to break the monopoly pattern of the United States and Britain in this market due to their economic downturn in recent years. " Every time we talk about oil, Cao worries that this situation will have an impact on China's domestic economy,
Especially when "oil shortage" prevails all over the country.
However, K Line Wuying and I prefer to analyze some things related to the national strategy, including the RMB, on the basis of political factors. Just like the reason for the rise of oil prices, there are different opinions in the market, but our views are relatively unified, We basically believe that "the real reason for the oil boom is the result of economic globalization and financial globalization, and it is the main manifestation of American political, diplomatic, economic and financial hegemony."
"In the 1990s, under the influence of global economic integration, the US dollar, as the world's currency, circulated around the world. The Federal Reserve issued the amount of US dollars needed by the world to control the supply of global currency, making financial globalization possible. The pattern of economic and financial globalization provides financial institutions with the possibility of investing in oil futures on a global scale." K-line Wuying carefully analyzed that after a series of events such as the 'bursting of the Internet bubble' and 'September 11', the Federal Reserve cut interest rates for 12 consecutive times, reducing the benchmark interest rate to 1%. The world's currency has increased significantly, exceeding the amount of money needed for stable growth of the world economy and price stability. International investment capital is looking for new opportunities to make huge profits, and oil is a good investment field. "
"The oil capital control pattern has not been broken, so although the oil price has soared, the core price of the US dollar is stable, and the huge profits of oil companies and shares The soaring is in line with the national interest of the United States. The oil price is still within the tolerable range, so the United States government will not come forward to suppress it in the near future. Therefore, the oil price will remain high for some time in the future. So it is not groundless for Goldman Sachs to think that the oil price will exceed $100 a barrel. The recent 'oil shortage' in China still has a 'socialist characteristic' in its essence, because our oil price is not determined by the market, which leads to the reality of the current price inversion. The emergence of 'oil shortage' has a very close relationship with the attitude of the two domestic giants, which is a typical 'forced palace' behavior, However, the National Development and Reform Commission has attached great importance to the current situation and believes that a new pricing mechanism will be introduced soon. However, I am sure that China is not short of oil; The world's oil supply and demand have not formed a more acute disharmony. " I added, "I am not sure whether the oil futures price is the final destination of speculators. Of course, the oil price will remain high and volatile in the next few years, which is determined by the 'energy supply and demand'."
While we were having an in-depth exchange of views on the oil price, Zhuang, a beautiful woman who was absent from the club today, called me at 057187221717 for advice. She was very concerned and asked me today's quotation how. I told her that although the technical adjustment pressure appeared from time to time after the continuous rise of the market, the strong atmosphere of multi action has repeatedly eliminated this pressure. Today, Shanghai local stocks and Shenzhen local stocks continued to soar after a short break, and leading varieties such as tire rubber, chlor alkali chemical, Fangda A, Shenbao, etc. have once again hit the ceiling.
When talking about rubber tire beauty Zhuang immediately thought of G Fengshen, which she had followed for a long time and operated several times, she asked me: "It is unlikely that the market will hit 1200 again tomorrow."
I replied: "From the perspective of space, it is only one step away from an important pass, and it is very possible for bulls to challenge a new high in technology. Moreover, the wind share G Baosteel will resume trading tomorrow, so under the huge increase of China Unicom and Sinopec, the market is full of expectations for Baosteel. Once Baosteel's trend is strong, The G share plate is expected to continue to strengthen and even go out of the beautiful right filling market, and your G Aeolus is certainly the time to build positions! "
Sina statement: The content of this article is purely the author's personal view, only for investors' reference, and does not constitute investment advice. Investors operate accordingly at their own risk.
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