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总结
多家媒体报道，《大空头》原型、基金经理迈克尔·伯里称，美国近期对委内瑞拉的突袭行动及马杜罗被带走的进展“改变了游戏规则”，他认为这可能触发政权更迭与政策调整，重塑全球原油供给与地缘风险定价，并使俄罗斯原油的重要性相对下降。伯里已多年押注与委内瑞拉原油供应相关的炼油企业，此次局势变化令其投资时点受到关注；他同时警告市场尚未充分计入事件对油价、重油价差、炼化利润及相关炼油资产再定价的连锁影响。
正文
Michael Burry's big play off the U.S.-Venezuela situation, which the investor has held for years CNBC 'Big Short' Michael Burry: US raid on Venezuela 'changed the game' for global energy Business Insider 'Big Short' investor says Venezuela's regime change means Russia's oil 'just became less important' Fortune Michael Burry Warns Markets Are Not Pricing In The Entire Impact Of 'Explosive Weekend Kidnapping' Of Venezuela's Maduro: Report Stocktwits This hedge-fund billionaire bet on a Venezuela-linked oil refiner at just the right time MSN
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