委内瑞拉变局被低估？《大空头》原型高喊“游戏规则改变”！

Group 1 - Michael Burry emphasizes that the recent U.S. military action in Venezuela is a significant paradigm shift that the market has not fully absorbed [1][2] - The U.S. has captured Venezuelan President Maduro, leading to a temporary U.S. control over the oil-rich nation, which could alter the dynamics of oil supply and geopolitical influence [2] - Burry believes that the importance of Russian oil will decline as the U.S. develops Venezuelan oil resources, enhancing U.S. power while weakening Russia's revenue and influence [2] Group 2 - Valero Energy Corporation is expected to benefit significantly from increased Venezuelan oil supply, with its stock rising approximately 10% following the news [3] - Other U.S. oil service companies like Halliburton, Schlumberger, and Baker Hughes are also predicted to gain from the need to repair and upgrade Venezuela's oil infrastructure [3] - The influx of Venezuelan oil is anticipated to lead to lower prices for gasoline, diesel, and aviation fuel, benefiting consumers and reducing supply chain costs [3] Group 3 - Analysts note that revitalizing Venezuela's oil industry, as proposed by Trump, may take years and could cost over $100 billion [4]