GLOP — —
  • 中国5月原油进口暴跌58%，全球商品多头遭遇资金出逃潮

    中国5月原油进口130万吨，同比大降58%；石脑油进口降60.1%，航煤进口归零。这一需求断崖对全球能源板块的资金流向产生了显著冲击。分析以WTI原油期货、能源ETF及商品多头仓位的变动为主线，透视机构对中国需求预期的最新调仓动作。

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