Schwab Network发布 2026-10-01
《Gas "Consumer Problem," Diesel "Economic Problem:" Adam Lampe on Energy Headwinds》
$CVX看涨
CVX 因估值偏低（11 倍市盈率）、风格稳健、炼化与开采一体化模式、经证实的抗压能力以及圭亚那等战略资产而具吸引力。
像 Chevron、Exxon，以及 EOG 这类公司和炼油企业，我喜欢它们只有 11 倍市盈率的估值。这、这、这简直是在打折出售。东西打折的时候我会很兴奋。
Like Chevron, Exxon, and some of those companies and refineries like EOG, and I like that they trade at only 11 times earnings. I mean , this, this, this is for sale. I get excited when things are on sale.
我们也可以投资像 Chevron 这样从事炼油业务的稳健型公司。它们在交易的买卖两端都有业务。
We can also invest in conservative companies like Chevron, which engages in refining. They work on both sides of the deal.