我们当前流行的分析方法，过于关注短期边际，不管是销量还是价格，我认为走入了某种误区，如果我们是长期持有股权的初衷，如果关注效率差及其存续的时间，油价是 50 还是 100，有什么关系，全球要用那么多油，如果它们的平均成本是 30，那只要它的效率可以在这之上，早晚是可以获利的，这种价值也相对稳定并且可以度量和跟踪。极端点思考，20 年 3 月份有过负油价，它显然不代表这个行业价值那一刻就归零了。$中国海洋石油 (00883.HK)
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