Meet Kevin 对 $CVX 的判断变化

频道资料 →本频道有 3 位标注的说话人:Adam Jonas、Goldman Sachs、Wells Fargo共 1 条
2026-08-27看涨
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Chevron是领先的大型综合能源企业,将从聚焦海湾地区的发展中受益。

我认为 Chevron 是俱乐部里的领头羊。像 Chevron 这样的有些公司已经吃过两次亏了。这将直接惠及墨西哥湾地区,这对许多公司来说是双赢的局面,尤其是依我之见,对于像 Exxon、Chevron 和 ConocoPhillips 这样的大型综合石油公司而言更是如此。

I think Chevron's a leader in the clubhouse. some of these guys like Chevron have been burned twice. it's going to come straight to the Gulf it's it's a win-win for a lot of these guys especially in my opinion the big integrators your Exxon chevrons and Konos