"1011內幕巨鯨"代理人:建議看多原油並降低股票敞口,布倫特原油已升至103美元上方
The Strait of Hormuz has been locked down for 16 days, with oil prices rising approximately 45%, and Brent crude breaking through $103. Strategic petroleum reserves can only fill a 12%-15% gap. It is recommended to be bullish on crude oil, reduce equity exposure, and maintain cash positions to cope with liquidity tightening.