原油方面：本周油市基本面没有什么大新闻，且油价似乎对相关数据“视而不见”，周三（7月21日）EIA和API库存数据严重不佳，而油价反弹我行我素。事实上，油价的波动更多是市场情绪的即时反映，在这一点上，市场情绪又取决于投资者对消息的解读，总体来看，油价走势还是遵循大的基本面运行。当前油市大的基本面，当然是需求端复苏强劲。截至目前，认为全球油市需求端复苏强劲的声音仍处于高位，专业机构的集体看多令投资者相信，疫情对需求端的破坏程度被夸大，而OPEC 历史性的减产进一步加大供应与需求的错配。后续欧美地区经济数据如果继续修好，油价有机会重拾升势。
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