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。
逐段跳播
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%.
他们把原因归咎于什么？你可以在图上直接看到。是燃油价格，这说得通。他们是一只卡车运输股、一只交通运输股。正是他们把电视运到 Costco、Walmart 和 Best Buy。
他们正在烧钱，因为柴油价格超过每加仑 6 美元，这正在损害他们的利润。
And they're who did what did they blame? And you can see it right there on the image. It's fuel prices, which makes sense. They're a trucking, they're a transportation stock. They're the ones that are bringing the TVs to Costco and Walmart and Best Buy.
They are burning through money because diesel is above $6 a gallon and it's hurting their bottom line.
所以再说一次，JBHT 在这些财报消息，或者我应该说，那份提前预告之后，跌得相当厉害。日线图上，我确实有一个孤立的位置，今天会考虑在 235 附近到大约 230 这一带买入。看看这些枢轴高点，之后它们变成了支撑，而且这里正好有一个缺口回补。所有这些都应该构成重要支撑。
So again, JBHT falling pretty sharply here on the back of those earnings news or that that pre-announcement, I should say. The daily chart I do have an isolated level I will be looking to buy today right around 235 down to about 230 right here.
Look at these pivot tops and then it became support and there's a gap fill right in here. All of that should be significant support.
另一个积极因素是，如果你和我一样，认为伊朗问题最终会得到解决、霍尔木兹海峡会重新开放，那么这就是一个暂时性问题。是的，它在损害盈利，但并不是说经济突然就跌落悬崖，以至于没人买任何东西、卡车都不动了。卡车还在跑。它们只是通过柴油在烧钱。
Now, the other positive is is that if you're like me and you think that there eventually will be a resolution with Iran and the straight reopening, then this is a temporary issue.
Yes, it's hurting earnings, but it's not it's not something where all of a sudden the economyy's fallen off a cliff, so no one is buying anything and the trucks aren't even moving.
The trucks are moving. They just are burning through cash via diesel fuel.
所以，如果 JB Hunt 出现回调，JBH 回调到一个合理的支撑位，如果你认为油价最终会回落，我其实看好它。所以，大家，密切关注这只股票。
And so if you get a JB Hunt pullback, JBH pullback to a reasonable support level, I actually like it if you're someone who thinks that oil will eventually come in. So keep an eye on that one, guys.
观察点
这个频道对 $JBHT 的历次判断
Verified Investing 在这只股票上只有这一条判断。