据路透社5月10日专栏报道，对冲基金连续第四周增持石油头寸，因对石油消费和价格的乐观情绪在3月份受挫后反弹。

　　截至5月4日当周，对冲基金和其他基金经理购买了相当于4000万桶石油的六个最重要的石油期货和期权合约。

　　投资组合经理们在过去四周购买了1.02亿桶原油，逆转了3月中旬至4月初期间1.13亿桶的销量。

　　最近一周，整个交易所都出现了买盘，主要是纽约商品交易所和洲际交易所的西WTI原油(上涨1400万桶)和布伦特原油(上涨1100万桶)，还有欧洲汽油(上涨700万桶)、美国汽油(上涨600万桶)和美国柴油(上涨100万桶)。

　　多头头寸与空头头寸的比例接近6:1，几乎回到了2月中旬的前一个峰值，而且在2013年初以来的所有周内均位于第80个百分位，这意味着市场普遍认为价格将继续走高。

　　对冲基金购买原油和成品油的速度正在加快和扩大，这与人们对经济复苏和石油消费周期性回升的信心日益增强相一致。

　　印度冠状病毒感染的上升和客运航空的延迟恢复不再让看涨石油的投资者却步，买家预计今年晚些时候石油消费量仍将增加。

　　最近几周，美国的石油钻机数量也趋于平稳，这意味着今年下半年页岩油产量增长放缓，有助于支撑油价在较高水平上。

　　裘寅 编译自 路透社

　　原文如下：

　　Column: Oil buying accelerates amid growing confidence in economic recovery: Kemp

　　Hedge funds boosted their position in petroleum for the fourth week running, as bullishness about oil consumption and prices rebounded after the setback in March.

　　Hedge funds and other money managers purchased the equivalent of 40 million barrels in the six most important petroleum futures and options contracts in the week to May 4.

　　Portfolio managers have bought 102 million barrels over the last four weeks, reversing sales of 113 million barrels between the middle of March and early April.

　　In the latest week, there were purchases across the complex, led by NYMEX and ICE WTI (+14 million barrels) and Brent (+11 million) but also European gasoil (+7 million), U.S. gasoline (+6 million) and U.S. diesel (+1 million).

　　Long positions outnumber shorts by a ratio of nearly 6:1, almost back to the previous peak in mid-February, and in the 80th percentile for all weeks since the start of 2013, implying a broad consensus that prices are headed even higher.

　　The rate of hedge fund buying is accelerating and widening to include both crude and refined fuels, consistent with growing confidence about an economic recovery and cyclical upturn in petroleum consumption.

　　Rising coronavirus infections in India and a delayed resumption in passenger aviation are no longer deterring oil bulls, with buyers anticipating consumption will nonetheless increase later in the year.

　　In recent weeks, the number of rigs drilling for oil in the United States has also flattened out, implying a slower increase in shale production over the second half of the year, helping support prices at a higher level.

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