Verified Investing 对 $VLO 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 5 条
2026-09-23看跌
《A New AI Killer For Stocks, Oil Bounces With Yields, But Markets Remain Bullish!》
VLO 仍有下行空间;预计短期内将大幅下跌。

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.

2026-09-18看跌
《BOJ Action Spooks Markets, Yields Rise, Triple Witching, Oil Turns Higher, Gold Holds Strong》
VLO 在上涨 77% 后已过度延伸;面临暴利税风险和周期性裂解价差收窄,预计短期内将大幅下跌。

Valero、MPC、Philips 999,也就是 PSX。但这是一个异类。我今天刚听说,在欧洲,他们在讨论对炼油商征收暴利税,因为他们赚了太多钱。这可能预示着这些股票叙事的变化,你可能会开始看到这些股票下跌,因为投机者纷纷逃窜。

如果暴利税被通过——如果它被宣布并通过,哪怕只是欧洲,这些股票很可能会下跌 15 到 20%,因为同样,这会抹掉他们正在赚取的很大一部分利润。

Valero, MPC, uh, Philips 999, which is PSX. But this is a this is an outlier. I just heard about this today is that in Europe, they're talking about instituting a windfall tax on the refiners because they're making so much money.

That could signal a change in narrative in those stocks where you could start to see those stocks starting to fall as speculators run for cover. If it was if it was passed if it was announced and passed a windfall tax even just out of Europe, these stocks would probably drop 15 to 20% as again it would wipe out a lot of the profits that they are making.

2026-09-14看跌
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