Shell作为委内瑞拉石油产量潜在增长的主要受益者，其定价合理；建议做多Shell、做空Exxon。
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David Lin 发布 2026-09-15 · 3 段内容
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看起来 Shell 处于领先，62%。究竟是 Shell 还是 Exxon，我让你来评论这一点，但关键在于委内瑞拉的石油产量是否会足够早地启动，从而产生实质影响。
It looks like Shell is in the lead 62%. uh whether or not a Shell or Exxon, I'll let you comment on that, but the bottom line is whether or not Venezuelan oil production will kick in early enough to make a difference.
是的，那一个的问题在于，据我所知，Shell 基本上是在做天然气。但是的，他们可能是。我的意思是，我认为赔率其实是对的。
Yeah, the problem with that one is that as far as I understand it, Shell's pretty much into the gas. But yeah, they might be. I mean, I think the odds are right actually.
所以 Shell 是这三家中最有可能的，我认为定价相当合理，在那里我可能会做多 Shell、做空 Exxon。
Uh so Shell is the most likely of those three quite rightly priced I think there I would probably be long shell short exon right there.
这个频道对 $SHEL 的历次判断
David Lin 在这只股票上只有这一条判断。
2026-09-15看涨本条
看起来 Shell 处于领先，62%。究竟是 Shell 还是 Exxon，我让你来评论这一点，但关键在于委内瑞拉的石油产量是否会足够早地启动，从而产生实质影响。