Shares of US oil companies surged on Monday, a jump spurred by the potential to gain access to Venezuela's massive oil reserves. Shares of Chevron, the sole US major currently operating in Venezuela's... ...

Stocks are mixed in the early going today, while gold and silver are jumping again. Crude oil is modestly higher along with the dollar, while Treasuries are flat. To get more articles and chart analysis from MoneyShow, subscribe to our Top Pros’ Top Picks newsletter here.) The US ousted Venezuelan president Nicolas Maduro over the weekend, launching a lightning raid to grab him and his wife and bring them to the US to face drug trafficking charges. From a market standpoint, energy stocks are moving the m ...

周一，石油股盘前大涨，雪佛龙(CVX.US)上涨近7%，康菲石油(COP.US)涨6%，埃克森美孚(XOM.US) 涨近3%。此外，石油天然气设备与服务概念同步走强，斯伦贝谢(SLB.US)、哈里伯顿(HAL.US)涨约 8%，Baker Hughes(BKR.US)涨超5%。 消息面上，据央视新闻报道，特朗普证实美方已通过军事行动抓获委内瑞拉总统马杜罗，并宣布美国 将"管理"委内瑞拉直至实现"安全"过渡。这引发了市场对委内瑞拉石油工业控制权的重新评估，这一地 缘政治变局虽然在短期内对全球原油供应的直接冲击有限，但为长期处于衰退中的委内瑞拉能源行业带 来了重建的可能，同时也使得现有外国投资者面临新的机遇与风险。 随着该国政局进入动荡期，市场关注的焦点迅速转向谁将接管这一全球储量最丰富的原油资源。分析人 士指出，如果未来委内瑞拉能够组建一个亲美且支持投资的政府，美国能源巨头雪佛龙凭借其现有的市 场地位，将处于"最佳位置"以扩大其在该国石油领域的控制权和影响力。 ...

消息面上，据央视新闻报道，特朗普证实美方已通过军事行动抓获委内瑞拉总统马杜罗，并宣布美国 将"管理"委内瑞拉直至实现"安全"过渡。这引发了市场对委内瑞拉石油工业控制权的重新评估，这一地 缘政治变局虽然在短期内对全球原油供应的直接冲击有限，但为长期处于衰退中的委内瑞拉能源行业带 来了重建的可能，同时也使得现有外国投资者面临新的机遇与风险。 智通财经APP获悉，周一，石油股盘前大涨，雪佛龙(CVX.US)上涨近7%，康菲石油(COP.US)涨6%，埃 克森美孚(XOM.US)涨近3%。此外，石油天然气设备与服务概念同步走强，斯伦贝谢(SLB.US)、哈里伯 顿(HAL.US)涨约8%，Baker Hughes(BKR.US)涨超5%。 随着该国政局进入动荡期，市场关注的焦点迅速转向谁将接管这一全球储量最丰富的原油资源。分析人 士指出，如果未来委内瑞拉能够组建一个亲美且支持投资的政府，美国能源巨头雪佛龙凭借其现有的市 场地位，将处于"最佳位置"以扩大其在该国石油领域的控制权和影响力。 ...

Market Overview - US stock index futures showed mixed performance with Dow futures down 0.08%, S&P 500 futures up 0.25%, and Nasdaq futures up 0.63% [1] - European indices also saw gains, with Germany's DAX up 0.68%, UK's FTSE 100 up 0.18%, France's CAC40 up 0.16%, and the Euro Stoxx 50 up 0.65% [2] Oil Market Dynamics - WTI crude oil rose by 0.63% to $57.68 per barrel, while Brent crude increased by 0.51% to $61.06 per barrel [3] - The arrest of Venezuelan President Maduro led to a drop in oil prices, alleviating inflation concerns and causing US Treasury yields to rise [4] - Goldman Sachs indicated that the short-term impact on oil prices from the Venezuelan situation is expected to be limited, but long-term production may increase, potentially putting pressure on global oil prices [6] Company-Specific News - Chevron (CVX.US) stock rose by 6% in pre-market trading following the US government's actions in Venezuela, which may lead to a relaxation of sanctions on Venezuelan oil [9] - Tesla (TSLA.US) faced challenges in the Chinese market, with a significant decline in annual shipments compared to 2024, losing its top position in the electric vehicle market to BYD [10] - Novo Nordisk (NVO.US) launched its oral weight loss drug Wegovy in the US, priced at $149 per month for self-paying patients, which could enhance its competitive position against Eli Lilly (LLY.US) [10] - L3Harris Technologies (LHX.US) is nearing a significant deal to sell 60% of its aerospace and propulsion business to AE Industrial Partners, focusing on national security technology [11] - Trump Media Technology Group (DJT.US) saw a surge in short positions following a merger announcement with TAE Technologies, valued at over $60 billion [12]

Market Reaction - The stock market showed little reaction to President Trump's actions in Venezuela, with S&P 500 futures up 0.3% and Nasdaq 100 futures up 0.7% in premarket trading [1] - Energy stocks, particularly Chevron and Exxon Mobil, saw significant gains, with Chevron rallying more than 7% and Exxon Mobil climbing more than 4% due to expectations that the takeover of Venezuela will benefit oil and gas companies [2] Geopolitical Impact - Historically, geopolitical shocks have little lasting impact on the stock market, and investors expect the situation in Venezuela will not escalate further, given Trump's previous criticisms of prolonged conflicts [3] - Analysts noted that while volatility is expected, the overall market remains relatively unfazed, with a quick resolution and low escalation threat calming investor jitters [4] Long-term Outlook - Venezuela's current oil exports are small, and any infrastructure development will play out over the long term, making the geopolitical event unlikely to be a major market mover [5] - Trump's statements regarding U.S. involvement in Venezuela are viewed more as negotiating tactics rather than indications of immediate military action [6]

Market Reaction to U.S. Intervention - The market reaction to the U.S. military intervention in Venezuela has been significant, particularly among energy stocks, with notable movements in publicly traded companies [1][2]. Energy Sector Performance - Chevron Corporation (NYSE: CVX) has seen a rise of 7.3%, while Exxon Mobil (NYSE: XOM) increased by 4.5%, ConocoPhillips (NYSE: COP) also rose by 7.3%, and Halliburton Company (NYSE: HAL) surged by 10.3% [7]. - The intervention is expected to benefit U.S. oil companies, especially Chevron, which has a substantial presence in the region [3][4]. Foreign Oil Companies' Performance - Shell (NYSE: SHEL) and BP (NYSE: BP), both foreign companies, experienced a slight decline of 0.7% in premarket trading, indicating investor skepticism about foreign companies profiting from U.S. actions in Venezuela [4][5]. Defense Sector Performance - Defense stocks have shown a cautious response, with companies like Lockheed Martin (NYSE: LMT) up by 1%, RTX (NYSE: RTX) by 0.7%, Northrop Grumman (NYSE: NOC) by 1%, General Dynamics (NYSE: GD) by 1%, and Boeing Company (NYSE: BA) by 0.2% [9]. - The expansion of military operations is generally seen as beneficial for defense companies, although investors are currently taking a cautious approach [8]. Tech Sector Performance - Tech companies with defense contracts, such as Palantir Technologies (NASDAQ: PLTR) which rose by 3.8%, Honeywell International (NASDAQ: HON) up by 0.2%, and L3Harris Technologies (NYSE: LHX) up by 0.7%, are also expected to benefit from increased military operations [10].

Market Reaction - Stock futures rose, with Nasdaq 100, S&P 500, and Dow Jones Industrial Average futures increasing by 0.8%, 0.3%, and 0.1% respectively [1] - Shares of several energy companies surged, particularly Chevron, which rose by 6.5% [3] Energy Sector Impact - U.S. military's capture of Venezuelan president Nicolas Maduro, who faces drug trafficking charges, has led to increased optimism in the energy sector [2] - West Texas Intermediate crude oil futures increased by 0.5% to $57.65 per barrel [3] - Other oil producers and service firms saw significant gains, including Halliburton (up 10%), SLB (up 9%), ConocoPhillips (up 8%), Valero Energy (up 8%), Baker Hughes (up 7%), and Marathon Petroleum (up 7%) [3] Precious Metals and Other Assets - Prices of precious metals rose sharply, with gold futures up more than 2% to $4,430 per ounce and silver futures up more than 5% to $74.70 per ounce [6] - Bitcoin traded at nearly $93,000, reflecting a rise from weekend lows [6] - The U.S. dollar index increased by 0.2% to 98.63 [6]

Group 1: Market Reactions to U.S. Intervention - The immediate market reaction to the U.S. military intervention in Venezuela has been significant, particularly among oil and energy stocks [1][2] - Chevron Corporation, being the largest American energy company in the region, is expected to benefit the most from the intervention, with its stock rising by 7.3% [3][7] - Other oil companies such as Exxon Mobil and ConocoPhillips also saw stock increases of 4.5% and 7.3% respectively, while Halliburton Company experienced a rise of 10.3% [7] Group 2: Impact on Foreign Oil Companies - Two prominent foreign oil companies, Shell and BP, saw slight declines of 0.7% in premarket trading, indicating investor skepticism about their ability to profit from the U.S. intervention [5] - The market sentiment suggests that investors believe the U.S. may prioritize American companies over foreign ones in the Venezuelan oil sector [5] Group 3: Defense Stocks Caution - Investors are showing caution regarding defense stocks, as the military intervention indicates a potential shift towards a more expansionist U.S. foreign policy under Trump's administration [6]

1. 1月5日(周一)美股盘前，美股三大股指期货涨跌不一。截至发稿，道指期货跌0.08%，标普500指数期货涨0.25%，纳指期货涨0.63%。 | ■ US 30 | 48,343.00 | 48,437.20 | 48,316.50 | -39.40 | -0.08% | | --- | --- | --- | --- | --- | --- | | ■ US 500 | 6,875.60 | 6,881.60 | 6,855.80 | +17.10 | +0.25% | | 트 US Tech 100 | 25,365.90 | 25,393.00 | 25,213.90 | +159.70 | +0.63% | 2. 截至发稿，德国DAX指数涨0.68%，英国富时100指数涨0.18%，法国CAC40指数涨0.16%，欧洲斯托克50指数涨0.65%。 | 3. 截至发稿，WTI原油涨0.63%，报57.68美元/桶。布伦特原油涨0.51%，报61.06美元/桶。 | | --- | | ■ WTI原油 | 2026年2月 | 57.68 | 57.75 | 56.32 | +0.36 | +0.63% ...