David Lin 对 $XLE 的判断变化

2026-10-02看涨
《This Is Now The ‘Worst Energy Crisis Ever’ | David Hay》
XLE已突破2013年高点,年内回报强劲;尽管已过度延伸并可能面临回调,长期观点仍是在回调时买入能源。

所以自那以来,XLE,也就是能源ETF,上涨了7.5%。几乎、基本上是该时段市场涨幅的三倍。但David,有多少人知道XLE,也就是能源ETF,今年总回报上涨了40%?

so since that time, the XLE, which is the energy ETF, is up 7 and a half%. Uh, almost well basically triple what the market has done over that period of time. But how many people, David, know that XLE, the energy ETF, is up 40% total return this year?

所以,按总回报计算,它上涨了几乎400%,而市场上涨了154%。

So, it's up three almost 400% basically on a total return basis versus the market up 154%.