Group 1 - The core viewpoint of the article highlights Total's fourth-quarter adjusted net profit of $3.84 billion, which exceeded market expectations of $3.81 billion [1] - The company declared an annual dividend of €3.40, surpassing the market forecast of €3.16 [1] - Total anticipates first-quarter production to exceed 2.6 million barrels of oil equivalent per day, aligning with market expectations [1]

本文源自：金融界AI电报 道达尔集团全年股息3.40欧元，市场预估3.16欧元。 ...

Core Viewpoint - TotalEnergies reported a fourth-quarter adjusted net income of $3.84 billion, exceeding market expectations of $3.81 billion [1] - The company’s adjusted earnings per share for the fourth quarter were $1.73, slightly below the forecast of $1.75 [1] - Fourth-quarter adjusted EBITDA reached $10.07 billion, surpassing the anticipated $9.87 billion [1] - The annual dividend was set at €3.40, higher than the market estimate of €3.16 [1] - Production for the first quarter is expected to exceed 2.6 million barrels of oil equivalent per day, in line with market expectations [1] Financial Performance - Fourth-quarter adjusted net income: $3.84 billion, market estimate: $3.81 billion [1] - Fourth-quarter adjusted earnings per share: $1.73, market estimate: $1.75 [1] - Fourth-quarter adjusted EBITDA: $10.07 billion, market estimate: $9.87 billion [1] - Annual dividend: €3.40, market estimate: €3.16 [1] Production Outlook - Expected first-quarter production: over 2.6 million barrels of oil equivalent per day, consistent with market expectations [1]

Core Insights - TotalEnergies SE reported a cash flow from operations excluding working capital (CFFO) of $7.2 billion for Q4 2025, reflecting a 2% increase compared to Q3 2025, but a 7% decrease compared to 2024 [1] - The adjusted net income attributable to TotalEnergies' shareholders was $3.84 billion for Q4 2025, down 4% from Q3 2025 and down 15% from 2024 [1] - The net income attributable to TotalEnergies' shareholders decreased to $2.9 billion in Q4 2025, representing a 21% decline from Q3 2025 and a 17% decline from 2024 [1] - Adjusted EBITDA for Q4 2025 was reported at $10.1 billion [1]

微软(MSFT.US)位列第三，持仓约5136万股，持仓市值约248.39亿美元，占投资组合比例为3.06%，较 上季度持仓数量减少5.86%。 来源：智通财经网 根据美国证券交易委员会(SEC)披露，高盛(GS.US)递交了截至2025年12月31日的第四季度持仓报告 (13F)。 据统计，高盛第四季度持仓总市值为8100亿美元，上一季度总市值为8200亿美元，环比下降约1.22%。 在第四季度的持仓组合中，高盛新增671只个股，增持3027只个股，清仓了555只个股。其中，前十大持 仓标的占总市值的22.11%。 | 2025-12-31 P | | | --- | --- | | 13F Activity | | | Market Value | $0.81t, Prior: $0.82t | | Inflows (Outflows) as % of Total MV | (-2.4403)% | | New Purchases | 671 stocks | | Added To | 3027 stocks | | Sold out of | 555 stocks | | Reduced holding ...

Core Viewpoint - TotalEnergies CEO Patrick Pouyanné stated that returning to Venezuela is "too expensive and too polluting," despite calls from the Trump administration for U.S. oil companies to invest in the country [1][2]. Group 1: Company Position - TotalEnergies exited Venezuela in 2022, citing a clash with its strategic goals, emphasizing that the situation remains unchanged regarding costs and environmental concerns [2]. - The company has not provided immediate comments regarding the situation when contacted by media [3]. Group 2: Industry Context - The Trump administration has urged U.S. energy companies to invest $100 billion to rebuild Venezuela's oil industry, promising government security assistance to those who comply [3]. - Despite Venezuela having the world's largest oil reserves, some U.S. oil firms, including Exxon Mobil, have expressed caution about re-entering the market [3].

道达尔能源第四季度经调整净利润38.4亿美元，市场预估38.1亿美元。 来源：滚动播报 ...

来源：滚动播报 道达尔能源：批准在2026年第一季度进行至多7.5亿美元的股票回购。 ...

道达尔能源（TotalEnergies）表示，在油价下跌冲击其第四季度业绩后，该公司将减少股票回购并加大 成本节约力度。 这家法国能源巨头正寻求提高其碳氢化合物和电力的产量，同时控制开支；而眼下正值石油巨头为一段 价格疲软时期以及投资者对其资产负债表更严格的审视进行布局之际。 道达尔能源周三表示，将把季度回购规模减半至7.5亿美元，全年计划回购价值30亿至60亿美元的股 票。去年，该公司的回购总额为75亿美元。该公司此前曾警告称，将放缓回购步伐，以在经济和地缘政 治不确定性中保持灵活性。 此举之前，英国石油公司（BP）刚刚暂停了股票回购，这是其削减高额净债务的更广泛转型计划的一 部分。但埃克森美孚（Exxon Mobil）和壳牌（Shell）最近表示，他们的目标是维持与去年相同的股票 回购速度，这表明大型石油公司在如何应对当前环境方面存在分歧。 道达尔能源还表示，其目标是在2026-30年期间节约125亿美元，其中包括今年的25亿美元。该公司在9 月份曾表示，该计划将在同一时期内实现75亿美元的节约。 在截至12月31日的三个月里，道达尔能源的净利润较前一季度下降21%，至29.1亿美元。根据Visible ...

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