做空Valero；预计当前高裂解价差利润率在劳动节后收窄。
逐段跳播
我要说的是，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。
One thing I will say is 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 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.
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.
这实际上是我目前最大的空头头寸，做空瓦莱罗能源。我是Smart Money Stocks and ETFs会员中的瓦莱罗能源空头。
It's actually my largest short position right now on Valero. I'm a short Valero with members of Smart Money Stocks and ETFs.
他说在等什么
这个频道对 $VLO 的历次判断
Verified Investing 在这只股票上共 2 条判断，这里只列相邻的几条。