Seadrill Limited

市场盯着2025年的“合同空白期”（White Space）恐慌，但我们看重的是供给侧的“死局”。新船造价超10亿且耗时5年，2026-2027年供给锁死是最大的底牌 。做交易的，这时候其实就赌一件事：既然新船出不来，那只要需求一回来，现在的存量资产就是印钞机。
简单聊聊手里关注的三只票，逻辑其实就...

$Seadrill Limited(SDRL)$ 8-K Current report, items 5.02, 7.01, and 9.01 Accession Number: 0001193125-26-113974  Act: 34  Size: 162 KB 网页链接

$Seadrill Limited(SDRL)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0000102909-26-000452  Act: 34  Size: 7 KB 网页链接

$Seadrill Limited(SDRL)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-003130  Size: 17 KB 网页链接

$Seadrill Limited(SDRL)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-003131  Size: 17 KB 网页链接

$Seadrill Limited(SDRL)$ 10-K Annual report [Section 13 and 15(d), not S-K Item 405] Accession Number: 0001737706-26-000010  Act: 34  Size: 13 MB 网页链接

$Seadrill Limited(SDRL)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-114449  Size: 5 KB 网页链接

$Seadrill Limited(SDRL)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-114479  Size: 5 KB 网页链接

$Seadrill Limited(SDRL)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-003124  Size: 17 KB 网页链接

$Seadrill Limited(SDRL)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-003126  Size: 17 KB 网页链接

$Seadrill Limited(SDRL)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-003135  Size: 17 KB 网页链接

$Seadrill Limited(SDRL)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-114436  Size: 5 KB 网页链接

$Seadrill Limited(SDRL)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-114464  Size: 5 KB 网页链接

$Seadrill Limited(SDRL)$ 8-K Current report, items 2.02 and 9.01 Accession Number: 0001737706-26-000006  Act: 34  Size: 445 KB 网页链接

$Seadrill Limited(SDRL)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-036022  Size: 8 KB 网页链接

$Seadrill Limited(SDRL)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001193125-26-114401  Size: 5 KB 网页链接