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伯恩斯坦:市場對中國原油需求的擔憂過頭

中國石化新聞網訊 據道瓊斯5月9日消息,伯恩斯坦研究公司(Bernstein Research)分析師Neil Beveridge稱,考慮到中國原油產量減少以及汽車和航空燃料需求增長的局面,盡管金融市場流動性最新出現收緊態勢,但是中國的原油需求將保持強勁。那是因為歷史已經證明,中國的原油需求和信貸供應幾乎沒有相關性。他表示,中國的總體信貸增速穩定保持在13%,該數值仍遠遠領先于名義GDP增速,這意味著市場沒有出現流動性短缺的現象。 張春曉 摘譯自 道瓊斯 原文如下: Concerns on China’s Oil Demand are Overrated Given China’s dwindling crude production and rising demand for automobile and aircraft fuel, the country’s oil demand will remain robust despite the latest tightening in liquidity, says Neil Beveridge at Bernstein. That as history has shown there is little correlation between oil demand and credit supply in China. The country’s total credit growth has remained stable at 13%, “which is still significantly ahead of nominal GDP growth, implying no shortage of liquidity in the market,” he says.

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