Schwab Network 对 $CVX 的判断变化

频道资料 →本频道有 11 位标注的说话人:BFA and JP Morgan、Bank of America、Berenberg、CEO、Citizens、JP Morgan Chase、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal共 1 条
2026-09-04看涨
《The Big 3: AAPL, NVDA, CVX》
如果委内瑞拉扩张成功,CVX是油气领域的首选;当前价格走势表明可能处于上升趋势的早期阶段。

我们最后一只股票是雪佛龙。该股在盘中略有下跌,但他们昨天才宣布将继续扩大在委内瑞拉的业务。这是否是它今天跻身你前三名的部分原因,蒂姆?

Our last stock here is Chevron. We are slightly lower in the session, but they only announced yesterday that they will continue to expand their operations in Venezuela. Is that part of why they're among your top three today, Tim?

是的,如你所知,这是我在去年一月的“三巨头”节目中分享的一个想法。我喜欢那个关于“三角洲部队”突袭的想法。仍然有一些真正令人惊叹的事情。我迫不及待地想看到关于她的书籍和电影发布。

但无论如何,一月份的想法是关于开放委内瑞拉,通过取代马杜罗,向他们开放更自由的石油经济,而不是受控制的经济。当你看到政府达成的交易时,他们现在正在谈论这些。一切都还处于早期阶段。

显然,我们必须看看事情如何发展。但如果你看从一月到现在的图表,如果委内瑞拉交易成功,以及雪佛龙正在做的事情,那么我认为这是我在石油和天然气行业的首选。我们拭目以待,我希望伊朗局势很快结束。

但如果那里的局势持续,我可以清楚地看到美国更多地转向委内瑞拉。就我个人而言,我更希望石油市场完全开放,不受任何限制,无论所有这些事情如何。但图表自一月以来一直强劲;它在两天前突破,然后略有回落。

但如果事情按照我预期的发展,我认为我们仍然只是在开始阶段。

Yes, as you know, this is an idea I shared on the show "The Big Three" last January. I loved the idea that was about the "Delta Force" raid. There are still some truly amazing things .

I can't wait for books and movies about her to be released. But anyway, the idea in January was about opening up Venezuela, by replacing Maduro and opening up to a freer oil economy for them rather than one under control.

And when you look at the deals that the administration has made, which they are talking about now. Everything is still in its early stages. Obviously, we have to see how things develop.

But if you look at the chart from January to now, and if the Venezuela deal works out and what Chevron is doing, then I consider this my first choice in the oil and gas sector.

We'll see how things go , and I hope the situation in Iran ends soon. But if the situation there continues, I can clearly see the United States turning more towards Venezuela. Personally, I would prefer that the oil markets be fully opened without any restrictions, regardless of all these matters.

However, the chart has been strong since January; it broke through two days ago and then pulled back slightly. But if things go as I expect, I think we are still only at the beginning.