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...

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

$Seadrill Limited(SDRL)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0000902219-25-000376  Act: 34  Size: 15 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

$Seadrill Limited(SDRL)$ SCHEDULE 13D/A [Amend] General Statement of Acquisition of Beneficial Ownership Accession Number: 0000902664-25-005353  Act: 34  Size: 13 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: 0001193125-26-036022  Size: 8 KB 网页链接