8月2日华宝油气基金净值出现了-5.30%的跌幅（场外基金净值），但实际上，前一天SPSIOP指数的跌幅高达-6.24%。
据说是该指数组合中的一个叫做Whiting Petroleum Corp. (WLL)的公司出现了37%以上的跌幅，由此引爆了整个油气指数公司的暴跌。
油气指数肯定不会跌到0，华宝油气也不可能清盘，但为什么Whiting Petroleum Corp. (WLL)会出现这么大的跌幅呢？真的有怀天灭地的黑天鹅吗？石油难道马上要被绿色能源提到？肯定不可能呀。
大致看了看，找到一篇分析，
原文：
Why Whiting Petroleum Stock Is Crashing Today
能力有限，简单翻译，摘录如下：
So what
Whiting Petroleum shocked investors by posting an unexpected loss during the second quarter. While analysts anticipated that the oil company would produce a profit of $0.25 per share, Whiting turned in a loss of $0.28 per share. Not only did a slump in oil prices during the quarter hurt profitability, but the company also experienced some infrastructure issues that affected its production.
为啥呢？
WLL发布的半年报吓坏了投资者。分析师预期公司将获得$0.25每股收益，但公司意外宣布了高达-$0.28的亏损。不仅仅只是原油价格影响了公司收益，该公司还经历了一些基础建设问题，导致了这一亏损。
***这种问题在大A股算个啥？美股动不动就负38%几个意思？
Whiting produced 127,090 barrels of oil equivalent per day (BOE/D) during the quarter, which was only slightly above the 126,180 BOE/D it produced in the year-ago period. That's due in large part to infrastructure constraints, which reduced its production by 3,000 BOE/D during the quarter. The company expects these headwinds to persist through the rest of the year.
该季度生产的石油数量较去年同期小幅下滑了。原因是基础设施建设不足，限制了产量。公司预计该问题会持续到年底。
***并非整个行业问题，就是单个公司问题，所以因为这一个引发的恐慌太夸张了。也许还是有更多背后的问题呢？没说。
Because of these issues, the company is revising its full-year outlook. While Whiting still expects to spend between $800 million and $840 million, production will only be between 45 million and 46.5 million BOE. That's below its initial outlook that output would be in the range of 46.7 million and 47.7 million BOE. The main issue is that the company plans to slow its well completion pace so that it can build up an inventory of locations that it can finish when commodity prices improve.
由于上述种种原因，今年全年业绩不达预期。主要问题在于公司也打算放慢步调，直到原油价格有所改善。
Whiting also announced a 33% staffing reduction to cut costs and better align its organization with its anticipated future activity level. Overall, this move will save the company about $50 million per year.
公司还宣布了一个33%的裁员计划来节省成本...
***说实话，老外这事干得挺果断，在半年报发布的时候同时宣布这个裁员消息，牛的一笔。
Now what
Whiting continues to battle a variety of headwinds. The company is working to better navigate these challenges by reducing its headcount and slowing its well completion pace. However, until the company proves that it can thrive at lower oil prices, investors will want to steer clear of this oil stock.
公司继续在不利形势中奋战。总之就是开源节流（裁员）和放慢节奏。除非公司能够证明自己在低油价时期依然可以繁荣，投资者依然会避开（steer clear of）这种石油股。
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个人观点：一开始以为是个啥黑天鹅，但现在看没啥感觉，老外来A股看看就知道了，与预期不符这事真不算啥。继续低价买。