Fair value around 220.

$Vistra(VST.US)

LongPort - 奇迹的交易员cola
奇迹的交易员cola

After calculating for a long time, I feel energy is still the greatest common denominator. Because even the reasons I'm bullish on commodities can largely be traced back to energy; whether it's storage or optical module transmission, all the main axes would come to a halt without electricity. Today, from a big drop to a slight pullback to a minor decline, I feel energy is about to start moving, so I added a bit to my position. I don't know, I really don't know how the market will move next.

$American Electric Power(AEP.US)

$Vistra(VST.US)

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