中文翻译
这取决于你。不过 $CVX 是委内瑞拉仅剩的石油公司，基本掌控了该国的石油产能。市场此前定价认为雪佛龙需投入数十亿资本支出来实现委内瑞拉17万亿美元储量的价值。但现在美国政府很可能补贴所有这些支出，为公司去风险，使其无需投入即可获取利润并提升自由现金流（这对美国也是净利好，因为石油生产成本更低）。
· 个股论点
美政府或补贴雪佛龙在委资本支出，利好其现金流。
涉及标的： $CVX
英文原文
That’s up to you. $CVX however is the only one left in Venezuela and basically controls the oil production capacity of the country. Markets were pricing in Chevron spending billions of capex to realize the value of Venezuela's $17T reserves. But now the US government is likely to subsidize all of that, de-risking the company and just letting it reap in the profits + boost FCF without spend (which is net positive for the US too with cheaper oil production).