$VLO

尽管股价大幅上涨迫使仓位规模被削减,Valero 仍值得买入。

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《One Step Away From Sell | WAYT?》
The Compound发布 2026-10-06 · 3 段内容
38:16/ —打开原视频

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3 段内容

炼油公司还考虑过其他一些例子。我相信,自上世纪70年代以来,我们国家就没有再建过新的炼油厂。所以,有三家公司拥有全部的炼油产能:Valero、Philips和Marathon,它们是今年XLE指数中表现最好的股票。但我认为它们的价值都已经翻倍了。

Other examples that oil refining companies have considered. We haven't built a new refinery in this country since the 1970s, I believe. So, we have three companies that own all the refining capacity: Valero , Philips, and Marathon, which are the best performing stocks in the XLE index this year. But I think their value has all doubled.

我们被迫下调了Valero的目标股价。它涨得很厉害。Valero。好。我们仍然维持买入评级。哦,澄清一下,我们在Porter House仍然维持对Valero的买入评级。

We were forced to reduce Valero's share price. It rose significantly. Valero. Okay. We still maintain a buy position. Oh , just to clarify, we still maintain a buying position in Valero at Porter House.

Valero的股价在2024年底是100美元。现在已经是400多美元了。

Valero's stock price was $100 in late 2024. It is now $400 and some change.

这个频道对 $VLO 的历次判断

The Compound 在这只股票上只有这一条判断。

2026-10-06看涨本条
炼油公司还考虑过其他一些例子。我相信,自上世纪70年代以来,我们国家就没有再建过新的炼油厂。所以,有三家公司拥有全部的炼油产能:Valero、Philips和Marathon,它们是今年XLE指数中表现最好的股票。但我认为它们的价值都已经翻倍了。
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