Verified Investing 对 $JBHT 的判断变化

频道资料 →本频道有 2 位标注的说话人：Nancy Pelosi、Wells Fargo共 2 条

2026-09-16

《Fed Hikes 25 Bps as Oil Surge Threatens December Rates》

JBHT因柴油成本高企面临短期压力，但技术面显示有望从约221.52美元支撑位反弹至约258美元。

接下来是 JBHT，我知道 Gareth 可能早些时候已经讲过这个，但我想强调一下，因为我们上周公布的 PPI 数据很热。各位，柴油方面很热。当柴油数据很热时，运输公司就会承压。

但一旦中东局势出现任何形式的缓解，这些股票就要爆发了。

Uh next up into JBHT, I know Gareth might have covered this earlier, but I wanted to highlight this because our PPI uh data reports that came out last week came in hot. They came in hot on diesel, guys.

And when you come in hot on diesel, uh, transportation companies are going to be under pressure. But as soon as we have any sort of alleviation in the Middle East, these stocks are about to pop.

看原视频25:08

2026-09-16看涨

《MAJOR Fed Decision As Oil And Yields Drop, S&P Bullish, Gold Attempts Rebound, Bitcoin Holds Support》

若油价下跌，JBHT 在回调至支撑位时具吸引力；当前疲软源于燃油成本，而非卡车运输活动不足。

那么，我想先讨论的是 JB Hunt。这只股票短期内算是个小地震，但其实相当可预测。JB Hunt 在盘前下跌 10%，此前他们宣布即将出现盈利不及预期。他们提前预告了大约一个月后发布的财报，称上季度盈利将不及预期近 10%。

So, the first one I want to discuss here is JB Hunt. And this one's kind of a little bit of an earthquake in the near term, but it's kind of very been predictable. So, JB Hunt falls 10% pre-market after they announced an earnings miss coming up.

They pre-announced their earnings are in about a month, but they pre-announced saying that they're going to miss last quarter earnings by 10 almost 10%.

看原视频06:52