Daily Ideas·Analysis·OXY·2026年2月14日

OXY (Occidental Petroleum Corporation) Investment Idea

Howard Marks - Oaktree Capital联合创始人
In-site

在大多数人追逐科技股的时候,能源股被严重忽视了。OXY的Permian Basin资产是世界级的,而且巴菲特的大量买入本身就是一个强烈的信号。关键是要在别人恐惧时贪婪。

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