美国《华尔街日报》6日爆料称，就在美军1月3日强行控制马杜罗总统夫妇的大约一个月前，美国总统 特朗普曾向几名美国石油公司高管传递了一个模糊但具诱惑力的信息："做好准备。"美媒称，特朗普当 时暗示，委内瑞拉即将发生巨变。 知情人士透露，虽然特朗普给了这些高管暗示，但他并未明确告知他们关于1月3日凌晨对加拉加斯发动 袭击的行动具体细节。美媒称，特朗普的暗示凸显了他与能源行业的紧密关联。特朗普的计划将在很大 程度上取决于美国石油公司是否愿意向委内瑞拉投资，尤其是目前唯一仍在当地运营的美国大公司雪佛 龙的态度。强行控制马杜罗后，特朗普3日在记者会上称："我们将让规模庞大的美国石油公司——那些 世界上规模最大的公司——进入委内瑞拉，投入数以十亿计美元，修复严重破损的基础设施，尤其是石 油基础设施。" 不过，4名熟悉此事的石油行业高管6日告诉路透社，美国三大石油公司——埃克森美孚、康菲石油和雪 佛龙尚未就委内瑞拉业务问题一事与政府进行任何对话。这与特朗普声称自己已在马杜罗被强行控制前 后与"所有"美国石油公司举行过会晤的说法相矛盾。知情人士称，目前雪佛龙对在委内瑞拉投入新资本 持谨慎态度。康菲石油与埃克森美孚目前尚未暗示 ...

Group 1 - The article discusses the potential for investment in the energy sector in Venezuela, particularly focusing on the company Energy Transfer, which has shown strong fundamentals and cash flows despite being undervalued [1] - The author emphasizes a long-term value investing approach while also exploring deal arbitrage opportunities in various sectors, including Oil & Gas and consumer goods [1] - There is a clear preference for investing in companies that are currently disliked or undervalued for unjustified reasons, indicating a strategy aimed at identifying substantial returns [1] Group 2 - The author expresses a lack of understanding and interest in high-tech businesses and cryptocurrencies, suggesting a focus on more traditional sectors like energy and consumer goods [1] - The article aims to connect with like-minded investors through Seeking Alpha, fostering a community focused on informed decision-making and superior returns [1]

据NBC，特朗普总统周一表示，美国可能会补贴石油公司在该国的投资。投资者认为可能进入该国的 其他石油巨头也在盘前走高，其中埃克森美孚上涨0.5%，康菲石油跳升0.8%。石油服务巨头斯伦贝谢 和哈里伯顿分别上涨2%和0.2%。 格隆汇1月6日｜在美国抓捕委内瑞拉总统马杜罗这一出人意料的行动后，美国石油股延续了周一的涨 势，投资者正密切关注美国公司是否以及如何获准进入委内瑞拉石油储备区。作为目前唯一在委内瑞拉 运营的美国石油公司，雪佛龙在周一大涨后，盘前交易中再次上涨0.7%。 ...

Group 1 - The Venezuelan oil industry faces significant challenges and is unlikely to generate immediate returns despite U.S. interest in increasing oil production [1][3] - U.S. President Trump plans to convene oil executives to discuss investments in Venezuela's oil resources, which are seen as a potential source of revenue for the U.S. [1][3] - Venezuela's oil exports are currently paralyzed, and the state-owned oil company PDVSA is considering production cuts due to export blockages and storage capacity issues [3][5] Group 2 - Venezuela holds approximately 17% of the world's proven oil reserves, primarily consisting of heavy crude oil, which has higher production costs compared to light crude [3][4] - The country nationalized its oil industry in the 1970s, leading to a peak production of 3.5 million barrels per day, but has since struggled with production due to lack of investment and technology [3][4] - Chevron has managed to maintain operations in Venezuela through joint ventures, while competitors like ExxonMobil and ConocoPhillips have withdrawn and sought compensation for losses [4] Group 3 - The Venezuelan oil sector is in dire need of investment and skilled personnel, with many professionals having left the country due to economic decline [5][6] - An estimated $110 billion is required to restore Venezuela's oil production to levels seen 15 years ago, which is double the total global investment planned by U.S. oil companies for 2024 [6] - Analysts express skepticism about the potential for U.S. oil companies to profit from Venezuelan oil, citing historical precedents where military interventions did not yield significant benefits [6]

全球石油行业的数月游说终见成效。据央视新闻，当地时间1月5日，委内瑞拉副总统德尔西·罗德里格 斯宣誓就任委内瑞拉代总统。 尽管由于并未提前知晓相关行动，雪佛龙等主要美国石油巨头并未直接参与游说，但更广泛的行业共识 是：尽管罗德里格斯对马杜罗政权忠诚，但她比反对派领袖马查多处于更有利的位置，能迅速稳定委内 瑞拉以石油为基础的经济，并促进美国商业利益的回归。 据媒体援引知情人士透露，特朗普的核心圈子也独立得出了相同结论。罗德里格斯不仅掌控着委内瑞拉 的石油命脉，还在现存的社会主义政府架构中拥有深厚人脉，符合美方对稳定的需求。 Greylock Capital Management首席执行官、委内瑞拉主权债务债权人委员会成员Hans Humes在接受彭博 电视采访时指出，特朗普正在进行一场巨大的赌博，若成功可能"重塑全球能源格局"。他重申了石油高 管们的私下观点： "如果你想找一个能在合理条件下运作的人，那就找那个曾在最恶劣条件下运作过的人。" 巨头们的利益博弈 据媒体6日报道，特朗普周六在新闻发布会上正式表态支持罗德里格斯暂时领导委内瑞拉，并直言反对 派领袖玛丽亚·科丽娜·马查多缺乏"尊重"。对于这一决定，国务卿 ...

在委内瑞拉政治强人马杜罗被捕前约一个月，美国总统特朗普曾向几位美国石油高管发出了一条模糊但 诱人的信息："做好准备"。 1月6日，据媒体报道，知情人士透露，尽管特朗普当时向高管们暗示委内瑞拉将迎来巨变，但他并未透 露突袭加拉加斯的具体细节，也没有就当日公布的能源复兴计划寻求他们的建议。 据央视新闻报道，美国1月3日凌晨对委内瑞拉发动大规模军事打击，强行控制马杜罗夫妇并将他们带到 美国。当地时间6日，遭美国强行控制的委内瑞拉总统马杜罗及其妻子弗洛雷斯在纽约南区联邦地区法 院首次出庭时，对美方的所谓"指控"表示"不认罪"。 报道称，就在行动当天，特朗普政府公布了一项计划，呼吁美国能源公司对委内瑞拉破败的油田进行数 十亿美元的投资改造。特朗普在海湖庄园的新闻发布会上表示，美国将派遣"全球最大的石油公司"进入 委内瑞拉，修复严重损坏的石油基础设施。 市场对这一前景反应积极。周一雪佛龙股价上涨约5%，埃克森美孚上涨约2%，康菲石油上涨近3%。投 资者似乎看好委内瑞拉可能成为美国石油公司的新前沿阵地。 据报道，白宫新闻秘书Karoline Leavitt周一表示，特朗普期待与美国石油公司就委内瑞拉的新投资和机 遇展开合作 ...

美媒：特朗普或做出重大误判 石油巨头另有考量？ 中新网1月6日电 "唐纳德·特朗普可能在委内瑞拉的石油问题上做出了重大误判。"美国有线电视新闻网 (CNN)6日在报道中写道。 然而，一位业内人士对此表示："目前进军委内瑞拉的意愿非常低。我们完全不知道那里会是什么样 子。美国总统的意愿与业界的意愿并不一致。如果白宫在1月3日的行动之前与业界沟通过，他们应该早 就知道这一点。" CNN援引另外两名消息人士称，虽然特朗普政府官员曾与美国石油公司接触，以评估其重返委内瑞拉 的意愿，但能源公司不愿承诺在那里重新投资。 美国哥伦比亚广播公司(CBS)也指出，美国企业是否会立即在委内瑞拉重新投资仍处于不确定状态。专 家表示，企业需要数年时间才能在委内瑞拉建立起自己的业务，而且由于政治局势不明朗，许多石油公 司很可能会谨慎行事。 CNN指出，特朗普对美国石油公司获得委内瑞拉石油资源的前景表示兴奋。但业内人士却表示，出于 多种原因，美国石油高管们不太可能会贸然进军委内瑞拉：因为当地局势仍然非常不明朗，委内瑞拉的 石油工业也正处于混乱中。 图片来源：美国有线电视新闻网(CNN)报道截图 据报道，白宫发言人泰勒·罗杰斯在给CNN的 ...

Market Analysis by covering: Chevron Corp, Exxon Mobil Corp, ConocoPhillips, Crude Oil WTI Futures. Read 's Market Analysis on Investing.com ...

来源：观察者网 "接管"委内瑞拉后，特朗普政府忙不迭盘算着，如何好好享用这块"石油宝地"。但事情显然没这么简 单。 路透社1月5日报道披露，特朗普政府计划本周与美国主要石油公司高管会面，讨论在美军对委内瑞拉采 取军事行动之后，如何推动这个拉美国家的石油产量实现恢复和增长。这一举动被视为白宫希望美国大 型石油企业重返委内瑞拉、重新开发其全球最大石油储量的关键一步。 不过，埃克森美孚、康菲石油和雪佛龙均否认此前就委内瑞拉局势与白宫进行过沟通，这与特朗普声 称"已与所有美国油企会面"的说法相矛盾。 业内人士坦承，大规模恢复委内瑞拉石油生产需要多年时间和数十亿美元投资，同时面临基础设施破 败、政治前景不明、法律风险和美国长期政策不确定性等重大障碍。 据知情人士透露，在美国军方强行控制委内瑞拉总统马杜罗后，特朗普政府计划于本周晚些时候与美国 石油企业高管举行会谈，探讨提升委内瑞拉石油产量的方案。此次会议对特朗普政府的一项核心诉求至 关重要——推动美国头部石油企业重返这个南美国家。 1月3日，西班牙马德里。一名抗议者举着讽刺特朗普饮用委内瑞拉石油的横幅。 IC Photo 有投资者对此持乐观态度，他们押注美国针对委内瑞拉 ...

Group 1: Insurance Sector - The insurance sector continues to rise, with China Ping An (02318) up 5.17%, New China Life (01336) up 4.14%, China Life (02628) up 4.83%, and China Pacific Insurance (02601) up 3.29%. The National Financial Regulatory Administration reported that the insurance industry achieved a total premium income of 57,629 billion yuan, a year-on-year increase of 7.6% for the first 11 months of 2025 [1][2]. Group 2: Hydrogen Energy - Guofu Hydrogen Energy (02582) saw a rise of over 7.2% after announcing the delivery of a total of 424 sets of vehicle-mounted high-pressure hydrogen supply systems to clients, which will be used in fuel cell buses in Guangzhou [1]. Group 3: Coal Sector - Coal stocks collectively rose, with China Coal Energy (01898) up 4.33%, Yanzhou Coal Mining (01171) up 3.18%, and China Shenhua Energy (01088) up 2.31%. Since late November, port thermal coal prices have been on a downward trend, dropping from a high of 834 yuan/ton to a low of 670 yuan/ton, before rebounding on December 31, increasing by 8 yuan/ton to 678 yuan/ton [1]. Group 4: Solar Energy and AI - Junda Co., Ltd. (02865) increased by over 6.1% following a report from Guotai Junan that Elon Musk proposed a plan to deploy 100GW of solar AI satellites annually, driving demand for space photovoltaic technology [1]. Group 5: Lithium Mining - Lithium stocks were active, with Ganfeng Lithium (01772) up 4.22% and Tianqi Lithium (09696) up 2.85%. After breaking through the 130,000 yuan/ton mark, lithium carbonate futures surged over 8%, reaching a high of 137,760 yuan/ton [2]. Group 6: Real Estate Sector - Domestic real estate stocks continued to rise, with Beike-W (02423) up 3.44%, Longfor Group (00960) up 5.24%, China Jinmao (00817) up 5.34%, and China Resources Land (01109) up 3.64%. An article published in "Qiushi" magazine emphasized the need to improve and stabilize expectations in the real estate market [2]. Group 7: Baby Products - Different Group (06090) rebounded by over 34.99%. According to a report from China Merchants Securities, the company is positioned as a mid-to-high-end baby products brand with strong product development and channel expansion capabilities, targeting middle-class and high-net-worth consumers [3]. Group 8: Mining Sector - Zijin Mining (02899) rose nearly 6%, reaching a historical high. The company recently announced an annual profit forecast of 51 to 52 billion yuan, an increase of approximately 18.9 to 19.9 billion yuan compared to the previous year's profit of 32.051 billion yuan, representing a year-on-year growth of about 59% to 62% [3]. Group 9: U.S. Stock Market - The Dow Jones Industrial Average broke through 49,000 points, rising 1.3%, with major U.S. bank stocks reaching historical highs. Goldman Sachs (GS.US) rose 3.73%, JPMorgan Chase (JPM.US) rose 2.63%, and Morgan Stanley (MS.US) rose 2.55%. The U.S. ISM reported that the manufacturing PMI fell to 47.9 in December, below the expected 48.4 [4]. Group 10: Precious Metals - U.S. precious metal stocks collectively strengthened, with Hecla Mining (HL.US) up 4.56% and Barrick Gold (B.US) up 3.77%. Spot gold surged 2.5%, reclaiming the $4,400 mark, while spot silver rose 5%, surpassing $76 [4]. Group 11: AI and Technology - Datavault AI (DVLT.US) surged 42.57%, with a cumulative increase of 180% over three trading days after signing a procurement agreement with AP Global Holdings LLC for infrastructure and cybersecurity services [5]. Group 12: Bitcoin and Related Stocks - Bitcoin briefly reached the $93,000 mark, with related stocks rising, including Strategy (MSTR.US) up 4.81% and Coinbase (COIN.US) up 7.77% [6]. Group 13: Oil Sector - Oil stocks saw significant pre-market gains, with Chevron (CVX.US) up 5.1% and ConocoPhillips (COP.US) up 2.59%. Reports indicated that the U.S. had captured Venezuelan President Maduro through military action, leading to a strong performance in oil and gas services [7].