PSX 全部观点

PSX 这一页 2 条观点条目,其中 0 条方向发生变化。

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Verified Investing发布 2026-09-23
《A New AI Killer For Stocks, Oil Bounces With Yields, But Markets Remain Bullish!》
$PSX看跌
预计 PSX 短期内将大幅下跌。

不管怎样,这对像Valero这样的股票都是利空的。如果我们看Valero,看看过去几天我们看到的跌幅。首先,看看这个延伸幅度。我仍然认为Valero还有更多下行空间。再说一次,我们会看看今天油价反弹时它是否会发生,但短期内,我确实认为Valero、PSX、MPC,它们都应该下跌得多得多得多。

Either way, that's bearish for the names like a Valero. And if we look at Valero, look at the drop that we've seen the last couple days. First of all, look at the extension. I still think there's more downside on Valero.

Again, we'll see if it happens today with oil bouncing, but in the near term, I do think Valero, PSX, MPC, they all should come down much, much much more.

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Verified Investing发布 2026-09-04
《Shocker! Jobs Report Hits Markets, Fed Rate Hike? Markets, Gold, Bitcoin Sell》
$PSX看跌
PSX面临下行风险,因裂解价差收窄;预计未来几个月将回调至200美元出头。

像瓦莱罗能源和PSX这样的炼油商现在有巨大的裂解价差,这太荒谬了,因为他们简直是在印钱,因为他们的利润率如此之高,就像他们在加油站向你和我收取的驾驶等费用,与他们购买石油的成本相比。

现在这非常巨大。我确实预计劳动节后这会缩小,我已经将瓦莱罗能源列为未来几周我最喜欢的做空标的之一。

you have refiners like Valero and PSX which have a massive crack spread right now and it's so ridiculous because they are literally printing money because the the margins of this are so like what they're charging you and I to drive etc at the gas pump compared to what they're getting that oil for.

Um it is massive right now. I do expect that to shrink after Labor Day and I have highlighted Valero as one of my favorite shorts here over the next couple weeks.

他说在等
股价相对于200美元出头的水平的走势
回调至200美元出头
未来几个月市场价格走势
若跌至该区间则支持看跌论点;若维持更高水平则削弱该论点
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