[新聞] 油油USO 准增10億新單位 (非買賣建議)

看板Stock (股票)作者z22744388 (熊熊)時間5年前 (2020/06/14 11:19)推噓7(7推 0噓 6→)

留言13則, 9人參與討論串1/1

1.原文連結： https://reurl.cc/lV2Za6 2.原文內容： United States Oil Fund Receives Green Light to Issue New Shares By Reuters June 12, 2020 USO's registration of 1 billion new shares has been declared effective by the Securities and Exchange Commission, the fund said, and hence it can once again allow authorized purchasers, or market makers for exchange-traded products, t o issue new USO shares. USO shares were little changed on Friday at $26.35. On April 21, the fund stated that it had issued all of its registered shares a nd was thus suspending the creation of new shares. As a result of the suspensi on, there was a significant discrepancy between the fund's trading price and t he performance of the oil futures it held. Following a sharp plunge in oil, in which expiring May U.S. crude contracts tr aded at negative prices, USO took in heavy inflows from investors betting on a rebound. Oil prices have in fact risen substantially since then. Even with losses this week, U.S. crude was trading near $36 a barrel on Friday, about $10 higher tha n a month ago. Even so, because later-dated oil futures are currently trading at higher price s than nearer-dated futures - a phenomenon called contango - USO's structure r equires it to sell cheaper futures to buy more expensive ones as nearer-dated contracts expire. As a result, investors who hold USO could wind up with losse s. 3.心得/評論：雖然不是"很新的新聞" 但還是分享一下 USO被停至少8週不得新增單位期間，被唯一期貨商RBC暫停買期貨合約，USO (不得不找合作商) 5/28新增合作期貨經紀商-Marex Spectron 現在這時候又准它再增新單位(賭盤再開) 不過持有合約還是繼續跨月，目前最多還是12月的還是分享一下Fed Observer的評論對最後他的疑問也是心有戚戚… https://youtu.be/lF_qjCeGkqY

什麼都包進ETP，你看似"公開交易流動性很好"，retail就通通可以交易，結果背後他掛鉤的是別的商品市場，流動性又是另一回事，但是個人造業個人擔。面向大眾的公募基金不開放商品(黃金.能源.地產)，只能投公司股票，但包成ETP就可以了。再核准新賭盤，不代表買了一定又貼近真實油價，還是要勸世一下，不要買了忘記想個矛盾心裡，擺長無法避免多數時期的contango，即使有時會補血，但哪個心裡不是希望長期看好未來油價上漲，那為什麼要期待靠時間然後遇到補血情況。下面來源是bloomberg文章，截圖來源:https://reurl.cc/8GR587 主要重點在，當WTI今年來下跌40%時，USO價值蒸發70%…。 https://i.imgur.com/y3mJz1U.jpg

影片也有比較 XOM vs USO 走勢，當作勸世，其實板上之前也有很多人作這樣的衡量，因為還是看到身邊很多人跳入這檔商品的情況，還是提供一下資訊參考。 https://i.imgur.com/CAPWfRd.jpg

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