中美经贸磋商启动推动中概股大涨 地缘冲突致原油创5月来新高

Group 1 - US stock indices opened higher but showed mixed performance, with Chinese concept stocks performing strongly, as the Nasdaq Golden Dragon China Index rose over 2% [1] - Notable gains in popular Chinese stocks included Kingsoft Cloud and Xunlei, both up over 9%, and Century Internet up over 7% [1] - A-shares and Hong Kong stocks also performed well, with the Shanghai Composite Index breaking above 3400 points and the Hang Seng Index rising over 1% [3] Group 2 - Geopolitical conflicts have increased market risk appetite, leading to a rise in international oil prices by over 6% in the past week [3] - The main SC crude oil futures contract reached a high of 476.8 yuan per barrel, the highest since mid-May, closing up 1.37% [3] - OPEC+ production growth has not met expectations, with only a few countries like Saudi Arabia and UAE having the capacity to increase production, supporting oil prices [4] Group 3 - North American crude oil production has declined, providing additional support for oil prices, with US active drilling rigs significantly reduced and Canadian production down by 350,000 barrels per day due to wildfires [4] - Seasonal demand during the summer travel peak in the US and electricity peak in Middle Eastern countries is contributing to high oil prices [4]