CEG近期的下跌属于过度反应,预计将继续消退;目前并非高优先级的买入标的。
逐段跳播
是的,我们刚才在谈与 CEG、Constellation 的能源之战。因为我刚提到它,它上涨了 11%,而且我已经知道我们会来找你,所以我简单提了一下锚定 VWAP。但 Constellation 在这里有不错的支撑,在 240 到 250 区域。
我们回到了 Constellation 5 月的高点。再一次,非常受新闻驱动,我相信他们今天完成了与 Amazon 的交易,为所有那些数据中心签下了一份 20 年的电力许可。
Yes, we were just talking about the energy battle with CEG, Constellation. Because I just mentioned it, it is up 11%, and I already knew we would be coming to you, so I briefly mentioned an anchored VWAP.
But we have had good support here at Constellation, in the 240 to 250 area. We are back to the highlights of May here at Constellation. And once again, very news-based, I believe they closed the deal with Amazon today for a 20-year power license for all those data centers.
Constellation,你在这上面看到什么了吗?对我来说,看起来在 311、312 附近可能有一些衰竭。你怎么看?
Constellation, do you see anything on this? To me, it looks like there might have been some exhaustion around 311, 312. How does it look to you?
我同意你的看法,Sean。它此前大概处于 20 日、50 日和下行中的 200 日均线下方的下降趋势中。我们现在经历了一次重大的过度反应,而且它可能还会进一步消退。我们明显低于今天的成交量加权平均价,所以今天在这里进场的普通参与者做多是在亏钱。
我认为这对整个局面来说可能是好消息,但你可能需要看到它能沉淀几天。所以,目前并不是真正的高优先级。
I agree with you, Sean. It was probably, you know, in a downward trend below the 20-, 50-, and the declining 200-day moving averages. We have now experienced a major overreaction, and it will probably subside further.
We are clearly below today's volume-weighted average price, so the average participant who entered here today is losing money on the long side. And I think it might be good news for the whole situation, but you will probably need to see that it can sink in for a few days. So, not really a high priority at the moment.
这个频道对 $CEG 的历次判断
Brian Shannon 在这只股票上只有这一条判断。