为何石油冲击可能成为中国的买入时机
目前,石油和汽油约占中国一次能源结构的30%,该比例一直在稳步下降。
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本文由AI辅助翻译
当能源市场动荡时,投资者往往倾向于先抛售再作观察。在最近这轮由中东引发的石油冲击之后,这种本能反应已对中国股市造成沉重压力。
乍看之下,这种反应似乎合乎情理。作为全球最大的石油消费国,中国通常被认为极易受到油价上涨的影响。虽然从绝对数量上看确实如此,但这种评估风险的方式正变得越来越有误导性。
对石油的依赖度正在下降
更关键的问题不在于中国消费多少石油,而在于其经济对石油的依赖程度有多高。
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