中文翻译
你意识到当情报/新闻在过去几周说“战争迫在眉睫”时，机构可能会采取不同的头寸布局吗？ 如果连散户都能提前对冲，那么鉴于伊朗周边的军事集结，我确信机构肯定早已预见。你可以从 $CVX 和部分国防承包商（Defense Contractors）的上涨中看到这一点。 他们拥有更多情报，如卫星图像和政府内部的消息。
· 供应链分析
机构利用情报优势提前布局地缘政治风险，带动能源及军工股上涨。
涉及标的： $CVX
英文原文
You do realize when intel/news says “War is Imminent”, for the past few weeks… institutions probably position differently? If even retail is are able to hedge ahead of time, then I’m sure institutions definitely saw it coming given military buildup around Iran. And you’re able to see that with $CVX and bit defense contractors all rising. They have more intel like satellite imagery and word of mouth info with the gov.