中文翻译
石油/能源板块上涨25%极为罕见。（1年回报率约25%）因此它在短短两个月内就已实现了全部收益。大型国防股也是如此，因此大多数机构已大幅调整仓位。因此，过去一个月大多数因素已基本被定价，随着散户反应性买入，机构可能会借消息出货。但我确信它们可能还会再涨一点。否则，我不太确定现在是否应该追高。需要先观察打击行动的影响及后续反应。
· 个股论点
能源与国防股涨幅已大，机构或借消息出货，暂不追高。
英文原文
Oil/energy sector going up 25% is extremely rare. (1Y return ~25%) so it already made up the entire return in just two months. Same with large defense stocks, so most institutions have largely repositioned. So most things have already largely been priced in over the last month and institutions might be selling into the news as people reactively buy. But I’m sure they might go up a tad further. Otherwise so I’m not too sure about chasing now. Will need to see impact and response of the strikes first