Benzinga 对 $EIX 的判断变化

2026-08-31
《$SPY, $QQQ Slide as US-Iran Tensions Flare | PreMarket Playbook | August 31, 2026》
EIX 目前尚不适合作为长期持仓买入;在野火责任问题持续的情况下,应等待价格形成底部。

两个大的分别是爱迪生国际和太平洋煤气电力公司。对爱迪生和太平洋煤气电力公司有重大影响。

Um the two big ones were Edison International and then Pacific Gas and Electric Company. major major implications for um uh Edison and uh PG&E.

EIX,就是其中之一。那是爱迪生,下跌了20%。哦,天哪,看看这个。从周五收盘价直线下跌。

EIX, that's one of those. That's the Edison that is down 20%. Oh boy, look at this. Straight down from Friday's close.

EKS提到,EIX,也就是我们今天早上讨论过的爱迪生,可能正在这里触底。现在,上次它下跌时,Lion,你是EIX的买家,不是吗?我知道13是,但我觉得你们两位都是。我也买了,但我用的是期权,只是没有给它们足够的时间。如果我在这里再次操作,我不会再犯那个错误。

uh EKS mentioning that EIX, which is Edison that we've covered here this morning, might be trying to bottom here. Now, the last time this traded down, Lion, you were a buyer of EIX, weren't you? I know 13 was, but I I I think both of you folks were. I bought it, too, but I was I used options, and I just didn't give them enough time. I won't make that mistake if I do it again here.

嗯,当我买这个的时候,我并没有在它刚开始因野火而下跌时买入。在加利福尼亚,我等待了。是的。我想要一些真正的底部形成。我们甚至讨论过这条线,我们看着这个,想着现在可能是买入的时候了,因为它开始显示出复苏的迹象,果然,这个东西最终回升了。

它一度涨到略高于80。我在70多的时候,比如75、76,就卖出了。但是,你知道,那大概是我预期的高点。现在,它开始在8月初回落。我认为,立法没有朝着对他们有利的方向发展,关于野火责任上限,确实给他们带来了很大的压力。

现在,我不会作为长期头寸买入。我想看到一些底部形成,建立基础,这可能需要一点时间,因为还有更多的事情需要解决。我可以在有更多细节时提供,但我认为,为公用事业公司减少责任上限的斗争还没有结束。

它可能开始采取不同的形式。所以,我会随时通知你。

Well Well, when I was buying this, uh I didn't buy it when that it first started making that move down off the wildfires. uh yeah in in California waited it out. Yeah. I I wanted some, you know, some real bottoming to happen. And we even talked about this line and I we were looking at this uh and were thinking it might be time to get this now because it was starting to you know it was basing it was starting to show signs of recovery and and sure enough this thing ended up coming back up. It went a little bit over 80 at one point. Uh I was out of this in the uh in the middle of uh 70 like 75 76. Um, but this is, you know, that was about where I was anticipating the the highs would would be. Now it's uh, you know, it started to come back in uh, in a earlier in August. And I think that, uh, that legislation not going in their way for the wildfire liability caps uh, really did put some big pressure on them. Now, I wouldn't be a buyer if for a long-term position just yet. I'd want to see some some bottoming some, you know, establishment of a base and that may take a little bit of time uh because there's there's still more of this story to work through here. And um I could I'll bring some more details that when I have them, but um you know, I I think that uh this this fight for uh reducing liability caps for for utility companies is not over. It just might start to take on a different form. So, I'll keep you informed of that.

Lion说:“我打算开始对EIX进行定投。”好的,看起来你开始在那里买入,如果它下跌,你会持有并加仓。这很重要。

Uh, Lion says, "I'm going to start dollar cost averaging on EIX." Okay, so it looks like you're starting to uh starting to buy there and you will hold that and add if it moves lower. That's important.

犹豫不决。我们看看爱迪生的情况。我的意思是,它正在进入一个支撑区域。所以,如果这是Lion的长期头寸,定投并不是一个坏主意。我想看到一些实际的横盘价格走势和一些力量,防止进一步下跌。

因为当我们2020年有这个的时候,抱歉,去年,它花了大约六到八个月的时间才真正看起来又好起来。所以,我想看到它形成一个底部,然后我才开始尝试。

Wishy war. We'll see with with with Edison. I mean, it is coming down into like a a support range. So, it it you know, making uh you know, if this is a long-term position for for line, dollar cost averaging is isn't a bad idea at all. Um it's it's you know I I want to actually see some actual sideways price action and and some uh strength in in uh you know preventing any further downside from happening. Uh because the initial move when we had this uh going in 2020 uh I'm sorry last year uh it it took a little bit of time like almost uh maybe six to to eight months before this really uh started looking good again to me. So, I I want to actually see this uh form a base before I start taking a stab at it.

以上 3 段为这条视频中谈及 $EIX 的全部内容