During the National Day, equity assets took a roller coaster. When we are about to open , all the "stocks" are back in place.
In these difficult years, no one is embarrassed to stand out too much.
Look at major assets, crude oil will stand out.
OPEC + exceeded expectations, coupled with the intensification of Russian conflict, Bergamoto rose 15.63%.
holds oil and gas assets and collects rice steadily.
Who is the most happy on the seven days of National Day? BuffettThe old man should have one.
From September 26 to September 28, it spent about US$352 million and bought 5.99 million shares of Occupy Oil again. After buying
, it rose nearly 20%, and it was successful in buying low again and again.
From the picture below, we can also see that Mr. Buffett's buying points are quite accurate.
Occupychedeli may be the highlight of his later years.
However, even if you keep buying, you hold nearly 30% of the shares in Occupy Oil.
This amount of money accounts for less than 4% of the total plate of Berkshire Hathaway , and has not spent much money on another energy giant Chevron .
Does it mean to buy Tencent ?
Finally, let’s take a look at which public funds hold three barrels of oil more.
Market value angle , we saw Qiudongrong , which had a heavy holding in energy stocks at the end of last year.
Zhang Kun also bought 155 million shares of CNOOC , ranking 11th largest stock in the E Fund blue chip selection.
Another fund manager who is deeply involved in consumption + medicine Jiao Wei also bought CNOOC into an invisible heavy holding stock, which is also the 11th largest, but he bought A shares .
and Jiashi Tan Li and Zhang Jintao are all favored by CNOOC.
accounts for the angle of , yinhua domestic demand selection is configured with a large proportion of energy stocks. In the semi-annual report, Liu Hui explains the allocation value of inflation assets.
Behind the global inflation problem is a profound global structural distortion: the long-term excessive currency issuance in the West is an internal cause; the anti-globalization drives the decline in industrial chain efficiency is the driving force; the lack of traditional energy investment under the dominant green energy is the trigger.
Based on these three endogenous, essential and structural factors, high oil prices will become the norm for a considerable time in the future.
Zhang Yuan , which performed well this year, is a heavy investment in energy stocks. UK-large state-owned enterprise reform theme besides oil, it is coal. In the interim report of
, she spent a lot of time explaining the macro environment.
mentioned that while the market is down, the continued increase in the Russian-Ukrainian war is superimposed on Russia by multiple European and American sanctions against Russia. The price of commodities continues to rise, and only the listed companies of upstream resource products have shown significant relative returns.
has been talked about in the new line drawing master before, so I won’t say much.
The market will reopen tomorrow to see if you can reap the happiness of Mr. Buffett?
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