MPC因炼油价差敞口而呈现强劲的长期上升趋势(更高的高点/低点),走势类似科技板块图表。
逐段跳播
第七张图,Marathon Petroleum Company。在能源板块,我们关注的是处于炼油和分销阶段的能源公司。这些就是加油站的标的:MPC Marathon、VLO Valero 和 PSX Philips 66。
这三张图看起来与能源板块的其他部分完全不同。许多能源股明显与原油价格挂钩。原油在过去两周里下跌了,因此那些能源股并没有特别强劲。然而,处于这些最终阶段的能源公司与原油价格的关联较小,而与炼油价差的关联更大,炼油价差本质上代表了炼油并把油送到加油站交付给你的成本。
出于这个原因,这些图表呈现出积极得多的长期形态。它几乎看起来像一家科技公司。如果我把箭头符号遮住,问你这是哪个板块,你可能会猜是科技板块。你可能会猜这是一张看起来像“Crowd Strike”的图。
它们看起来非常相似。但这是 MBC 的股票。它实际上是一家加油站的标的,处于一个由更高高点、更高低点构成的基本面上升趋势中。这样的图表,在没有被证明并非如此之前,我认为它是清白的。长期且强劲,它指向右上方。
Chart number seven, Marathon Petroleum Company. In the energy sector, we have focused on energy companies in the refining and distribution stages. These are the names of the gas stations: MPC Marathon, VLO Valero, and PSX Philips 66.
These three charts look completely different from the rest of the energy sector. Many energy stocks are clearly linked to the price of crude oil. Crude oil has declined here in the past two weeks, and as a result, those energy stocks haven't been particularly strong.
However, energy companies in these final stages are less connected to the price of crude oil and more connected to the refining differential, which essentially represents the cost of refining the oil and delivering it to you at the gas station.
For this reason, these charts have taken on much more positive long-term patterns. It almost looks like a technology company. If I hid the arrow symbol and asked you about the sector, you might guess that it was the technology sector.
You might guess that it's a graph that looks like "Crowd Strike". They look very similar. But this is an MBC stock. It is actually the name of a gas station in a fundamentally upward trend characterized by higher highs and higher lows.
Such graphs, I consider innocent until proven otherwise. Long and strong, it points upwards towards the right.
这三张图与能源板块其他股票看起来完全不同。许多能源股明显与原油价格挂钩。过去两周原油价格下跌,因此这些能源股表现并不特别强劲。然而,处于最后阶段的这些能源公司与原油价格的关联较小,而与炼油价差的关联更大,炼油价差本质上代表了炼油并把油送到加油站交付给你的成本。
正因如此,这些图呈现出积极得多的长期形态。它几乎看起来像一家科技公司。如果我把箭头符号遮住,问你这是哪个板块,你可能会猜是科技板块。你可能会猜这是一张看起来像CrowdStrike的图。
它们看起来非常相似。但这是MBC的股票。它实际上是一家加油站的名称,处于基本面上升趋势中,其特征是更高的高点和更高的低点。这样的图,在被证明并非如此之前,我认为它是清白的。长期且强劲,它指向右上方。
These three charts look completely different from the rest of the energy sector. Many energy stocks are clearly linked to the price of crude oil. Crude oil has declined here in the past two weeks, and as a result, those energy stocks haven't been particularly strong.
However, energy companies in these final stages are less connected to the price of crude oil and more connected to the refining differential, which essentially represents the cost of refining the oil and delivering it to you at the gas station.
For this reason, these charts have taken on much more positive long-term patterns . It almost looks like a technology company. If I hid the arrow symbol and asked you about the sector, you might guess that it was the technology sector.
You might guess that it's a graph that looks like "Crowd Strike". They look very similar. But this is an MBC stock. It is actually the name of a gas station in a fundamentally upward trend characterized by higher highs and higher lows.
Such graphs, I consider innocent until proven otherwise. Long and strong, it points upwards towards the right.
这个频道对 $MPC 的历次判断
StockCharts TV 在这只股票上共 2 条判断,这里只列相邻的几条。