🐦 推特SerenityV1 · 实盘不做把握 3/10
北京时间·🕒 发布 03-29 01:26:42时区推断·⟳ 抓取 06-03 20:43:03回填·⚡ 决策 06-17 17:33:44·131.9 天前
KOL看多地缘紧张局势下的LNG与CVX
📄 原文Serenity↗ 原文
Honestly... the most obvious ideas like long $LNG. Or going long on $CVX. Are probably the best ones instead of contrar…
不做 LNG.US
KOL观点帖，无新突发事件催化，地缘利好能源属市场常识已price-in，缺乏信息增量。
不做 CVX.US
KOL观点帖，无新突发事件催化，宏观逻辑已充分定价，缺乏信息增量。
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展开原文 · 321 字
Honestly... the most obvious ideas like long $LNG.
Or going long on $CVX.
Are probably the best ones instead of contrarian longs in Wartime?
Especially with low 18-30 IV, this would have easily been a few hundred percent gain by now.
There’s probably a lot more for oil and LNG exporters to run if tensions escalate.
Or going long on $CVX.
Are probably the best ones instead of contrarian longs in Wartime?
Especially with low 18-30 IV, this would have easily been a few hundred percent gain by now.
There’s probably a lot more for oil and LNG exporters to run if tensions escalate.
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