高盛：投资者对石油的看空情绪达到近十年来最高水平

Core Viewpoint - A recent survey by Goldman Sachs indicates that geopolitical factors have led institutional investors to hold the most pessimistic outlook on oil in nearly a decade, with the global market facing an oversupply of oil [1] Group 1: Investor Sentiment - Over 59% of more than 1,100 clients surveyed by Goldman Sachs are bearish or slightly bearish on the crude oil market, marking a level slightly above the lowest recorded since January 2016 [1] - This bearish sentiment is attributed to increased production from OPEC+, record output from the U.S., and supply increases from countries like Brazil and Guyana, resulting in the worst oil price performance since 2020 [1] Group 2: Supply Dynamics - The oversupply situation is expected to worsen this year, with potential resolution of the Russia-Ukraine conflict likely to eliminate supply disruptions and sanctions on Russian oil [1] - The U.S. plans to control future oil sales from Venezuela, which could push more crude from the South American country into the market [1]