做空XOM；其在委内瑞拉仲裁裁决上的强硬立场，使其无法从委内瑞拉任何产量恢复中获益。
逐段跳播
所以你现在会看到的是，正如你全年所见到的那样，石油股会跑赢大盘，而总体而言这对市场其他部分并不利。
So you what you'll see now is as you've seen all year the oils will be outperforming the market and generally that's not good for the rest of the market.
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.
我想我会在那一个上做空 Exxon，基本上是因为 Exxon 和 Konico 针对委内瑞拉有重大的法律诉讼，而且你知道，Exxon 就是不会——我跟踪 Exxon 已经 25 到 30 年了，那些人不会放弃他们的法律立场，而他们的法律立场是委内瑞拉人非法征收了他们的资产。
国际仲裁法庭已经认定情况确实如此，而且他们有数十亿美元的款项应支付给他们，你知道，在白宫委内瑞拉会议期间，总统差不多就把这件事一笔带过，说你们拿不回那笔钱。但如果 Exxon 不就此放手，你知道，那就像——是的，他们会一直等到民主党上台，如果非要这样的话。
I think the one I would I would probably short Exxon on that one basically because Exxon and Konico have the major legal cases against Venezuela and I you know Exxon is just not going to I've been covering Exxon for 25 30 years and those guys don't back off their legal position and their legal position is that the Venezuelans expropriated them illegally.
It's been found to be the case that they did in the international courts of arbitration and that they have like a multi-billion dollar payment due to them which you know during the White House Venezuela meeting the president sort of just swept it away saying you're not going to get that back.
But if Exxon doesn't just walk away from that stuff you know it's like yeah they'll just wait for the Democrats if that's what it takes
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 $XOM 的历次判断
David Lin 在这只股票上只有这一条判断。