即便股价达到每股400美元，Valero仍非常看涨，原因是其坚守炼油业务带来巨额利润；主要风险是政府干预（如出口禁令）针对其现金储备。
逐段跳播
是的，关于那件事的传闻似乎是他们会重启 Benicia，也许是 Valero 炼油厂，你知道，那家厂仅仅在去年才因监管原因停止运营。Valero 实际上就在这次最新危机之前终于投降了，但你知道，那与危机毫无关系，只是因为在加州经营的经济环境太差，而加州在很多方面确实给自己制造了问题，所以它可能会重启 Benicia。
yeah, the whisper on that seems to be that they would restart Benicia perhaps the Valero refinery uh which was you know regulated out of out of uh operation only in the last year. uh Valera finally capitulated right before this latest crisis actually but you know it was nothing to do with the crisis it just was a bad economic place to operate in California and California has really caused its own problems in a lot of ways so it could be restarting Benicia
其中一个结论是，即便 Valero 股价在 400 美元、每股 400 美元，这对像 Valero 这样的公司也非常看涨。你知道，这就是那些公司的问题所在。他们会赚太多钱，然后这就变成一种威胁，你知道，华盛顿的某个人不知怎么地就把手伸向那堆现金，或者禁止出口，或者发生什么愚蠢的事。
但就目前而言，你知道，这些公司的利润将会极其巨大。你得提醒人们，那是因为在所有人都放弃的时候，他们坚持做炼油。所以他们理应因这个事实而得到回报：人们继续开车、坐飞机，却把炼油厂全都关掉了，嗯，你知道，祝 Valero 好运。他们目前处于非常好的位置。
One of the conclusions is it's it is even with Valero at $400 $400 a share. It's very bullish for the likes of Valero. You know, it's the the problem for those guys. They're going to make too much money and then it becomes the threat that, you know, somebody in Washington somehow gets their hands on the cash pile or bans exports or something stupid happens.
But for now, you know, the profits of these companies going to be absolutely enormous. And you've got to remind people that's because they stuck with refining when everyone else gave up.
So they deserve to be rewarded for the fact that people kept driving cars and flying planes but cut shot all the refineries and um you know good luck to Valera. They're in a great place at the moment.
你知道，这就是那些公司的问题所在。他们会赚太多钱，然后这就变成一种威胁，你知道，华盛顿的某个人不知怎么地就把手伸向那堆现金，或者禁止出口，或者发生什么愚蠢的事。
You know, it's the the problem for those guys. They're going to make too much money and then it becomes the threat that, you know, somebody in Washington somehow gets their hands on the cash pile or bans exports or something stupid happens.
但就目前而言，你知道，这些公司的利润将会极其巨大。你得提醒人们，那是因为在所有人都放弃的时候，他们坚持做炼油。所以他们理应因这个事实而得到回报：人们继续开车、坐飞机，却把炼油厂全都关掉了，嗯，你知道，祝 Valero 好运。他们目前处于非常好的位置。
But for now, you know, the profits of these companies going to be absolutely enormous. And you've got to remind people that's because they stuck with refining when everyone else gave up.
So they deserve to be rewarded for the fact that people kept driving cars and flying planes but cut shot all the refineries and um you know good luck to Valera. They're in a great place at the moment.
这个频道对 $VLO 的历次判断
David Lin 在这只股票上只有这一条判断。