European energy risks climb oil prices "mutations"!Huabao Oil and Gas (162411) rose 5.56% in the afternoon

International oil prices rose significantly on the 28th.

As of the close of the day, the price of light crude oil futures delivered by the New York Commodity Exchange in November rose 3.65 US dollars to close at $ 82.15 per barrel, an increase of 4.65%; Closed at $ 89.32 per barrel, an increase of 3.54%.

As of the afternoon closing on the 29th, Huabao Oil and Gas LOF (162411), the largest oil and gas theme fund in China, rose 5.56%, and the trading of over 50 million yuan was transaction.

[European energy risk is rising, analysts: this winter natural gas price may fluctuate significantly at a high level]

Yao Xuewen, a researcherized researcher at Cinda Futures, said that at present, the price of natural gas is at a high level, but compared with the peak value at the end of August, the long -term trend of the price is still upward. The price of natural gas is continuously pushed up, and the substantial reduction of the supply side has caused natural gas to rise, and this part of the energy gap in Europe will pay a huge price to make up. Therefore, the natural gas, which is constantly restricted, is likely to continue to maintain a high level in the fourth quarter, and the driving force of plunge is still insufficient.

Li Zuzhi, an intermediate analyst of Guozhun Futures Futures, said that at present, the main risk point of the European market is still in the extremely low supply elasticity of the peak season, and European natural gas is maintained in a tight balance pattern, and the risk of further reduction has not been completely eliminated; supply within the peak season The potential growth capacity has been severely weakened, and the long -term expected impact on the market in the market is greater than the fundamental impact.

[Goldman Sachs: Brent crude oil will reach 130 US dollars in the year]

Berkshire Hathaway, the most popular Occisional Petroleum, is the best stock in energy stocks. The stock has risen by more than 15%this year. The stock prices of Hess, German Energy, Marathon Petroleum and Coterra have risen by more than 60%.

Goldman Sachs predicts that international crude oil benchmark Brent crude oil will reach $ 130 per barrel at the end of this year. The current price is around $ 90.

Goldman Sachs said that commodities are "the best assets owned in the later period". For example, the stock market may be affected by the surge in consumer prices. The current consumer price level is the highest in 40 years. On the other hand, as far as commodities are concerned, even if demand growth slows down, it will remain higher than the level of supply to support prices.

Goldman Sachs said that the spot spot market of crude oil spot spot spot is showing the most tense signs of decades. Due to the continuous recovery of demand, the producer is controlling supply. The company said: "As the inventory has further declined, the risk of depletion of depletion, the return of commodities obtained by investors may be enhanced."

Goldman Sachs added: "In the era of serious energy in energy, oil is the last choice. We believe that the decline of the entire oil industry provides an attractive entry point for only more investment."

Relevant data shows that last week, the US commercial crude oil inventory was 430.6 billion barrels, a decrease of 200,000 barrels from the previous month. Previously, the market expected to increase slightly from the previous month.

Huabao Oil and Gas LOF (162411) has invested in oil exploration and manufacturer index (SPSIOP) listed in the United States, which has a long period of time with crude oil prices. The index is based on equal weights and high product elasticity. At present, FORWARD PE is at a historic level, cash flow is at a historical high.

Since 2022, Huabao Oil and Gas LOF (162411) has increased by 43.1%. Since the low point in March 2020, Huabao Oil and Gas LOF (162411) has a overall rebound of more than 200%, closely tracking crude oil prices.

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