中文翻译
观察得很敏锐。我之前也提出过类似的观点，即推翻委内瑞拉国防部长 Vladimir Lopez 和 FANB 可能需要 3 个月以上的时间。然而，鉴于特朗普关于美国控制委内瑞拉的言论，$ASHM、$CVX 等公司很可能会受益并大幅重估，因为局势似乎正以快于预期的速度转向“国家建设”模式。
· 个股论点
委内瑞拉局势转向国家建设，利好ASHM和CVX重估。
英文原文
Great observation. I made a similar point earlier where it might take ~3 months + to topple the defense minster Vladimir Lopez and FANB. However, from Trump's comments on the United States control over Venezuela, $ASHM, $CVX, and others will likely see the benefit + re-rate heavily since it does look like we're shifting to nation-building mode faster than expected.