$MPC

Marathon 是一家大型炼油企业,在石油领域表现极为出色;在伊朗局势持续期间,被视为可继续持有。若局势改变、油价回落,则可能需要退出该仓位,将资金重新配置到别处。

看涨
《"Matter of Time" Before AI Rug Pull? Patrick Mueller on Concentration, ROI Concerns》
Schwab Network发布 2026-10-20 · 2 段内容
04:53/ —打开原视频

逐段跳播

2 段内容

在石油方面,Marathon 一直做得非常好,而在炼油方面,它们是大玩家。所以我看好它们未来的表现,尤其是考虑到现在伊朗那边发生的一切,直到那些事情平息下来之前,我认为它仍会是一个值得继续持有的标的。

when when it comes to oil marathon has been doing extremely good and when it comes to to refinering they're a big player. So I like them moving forward especially as everything that's going on with Iran right now until that uh everything gets subsided there I think is going to continue to be a place to hold on to.

当情况发生变化时,随着我们开始看到油价回落,我们可能就会想撤出 Marathon,把资金重新配置到其他地方。

When that changes, then we we might want to pull pull out a marathon and redeploy dollars in other places as we start seeing those oil prices coming back down.

这个频道对 $MPC 的历次判断

Schwab Network 在这只股票上共 2 条判断,这里只列相邻的几条。

跨洋听风