西方石油,OXY.us即将陆续建仓。
建仓理由:
1.未来冷战格局已形成，石油高位运行会成为常态。
2.俄乌战争，受益最大的是美国的传统能源公司，它们逐渐将替代俄罗斯对欧洲的能源供给。
3.经济衰退似乎正在成为现实，传统的公用事业及能源板块，相比于一线大科技公司，具有一定的防御属性。
4.据说 巴菲特早就建仓布局，不得不说，股神对于市场的判断相当准确。
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