$西方石油(OXY)$ 油價的升跌並不是決定整個投資的關鍵。巴菲特認為:石油行業跟其它行業不同,它的產能無法快速提升。

經歷了2014年-2015年油價大跌後,美國頁巖油企業開始減少資本支出、努力減債、約束供給彈性、穩定利潤確定性、回購或分紅派息回饋股東。而當油企自主實行供給側改革的時候,自由現金流的積累就不在對資本支出有更多的依賴了..

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  • 买菜也要用券
    ·2023-05-10

    Ggood chance to get in.. seems like hitting support line, if this hold thru can rebound .

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