中文翻译
$AVAV 和石油股如 $CVX 是战争的对冲工具。如果美国与伊朗最终开战（正如委内瑞拉突然入侵所示，可能随时发生），这两个板块可能会上涨。如果没打起来，那么其他板块可能会表现更好，而国防股可能会表现不佳。这是一种地缘政治对冲，所以我认为确实如此。
· 个股论点
AVAV和CVX作为战争地缘政治对冲，战时看涨，和平时可能跑输。
英文原文
$AVAV and Oil like $CVX are hedges for war. If US and Iran end up fighting (can be anytime as seen with the sudden invasion of Venezulea) those two sectors would likely go up. If they don’t, then other sectors would likely outperform and defense might underperform. This is a geopolitical hedge so yes IMO.