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。
逐段跳播
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.
另一件要注意的是PSX,即菲利普斯66,抱歉,昨天它出现了日线级别的顶部长上影线。所以这是一个很好的反转见顶信号。你看到了顶部上影线。我们知道这张图表已经过度延伸,裂解价差应该会缩小,这意味着他们的利润率应该会下降。
我预计未来几个月这只股票会回调到200美元出头的低位。所以,各位,请把它放在你的观察名单上。这是一个重要的股票。
The other thing to note is PSX which is Philipsu uh 99 here uh or 66 excuse me this did put in a daily topping tail yesterday. So this is a great reversal topping signal. You got your topping tail. We know this chart is extended crack spread should be shrinking which will mean margins for them should be shrinking. I would expect a pullback all the way down to the low 200s in the coming couple months on this one. So keep this on your radar guys. This is a big one.
他说在等什么
这个频道对 $PSX 的历次判断
Verified Investing 在这只股票上只有这一条判断。