受整体市场乐观情绪提振，油价从10月以来低点回升

Core Viewpoint - International oil prices have rebounded from their lowest closing levels in two months, driven by overall optimism in the financial markets, despite ongoing concerns about oversupply in the oil market [1][3]. Group 1: Oil Price Movements - Brent crude oil prices fell by 1.5% in the previous trading day but subsequently recovered to around $62 per barrel, while West Texas Intermediate crude oil prices approached $58 per barrel [1][3]. - Year-to-date, oil prices have declined by nearly 20% due to concerns over oversupply [1][3]. - The International Energy Agency (IEA) reiterated its expectation of unprecedented oversupply in the oil market, although it slightly downgraded its forecast from the previous month, noting that global oil inventories have reached a four-year high [1][3]. Group 2: Market Sentiment and Geopolitical Factors - The optimistic sentiment in the market has helped offset the bearish outlook for oil prices, with traders willing to increase their risk exposure [1][3]. - Geopolitical tensions, particularly the recent U.S. seizure of a supertanker near Venezuela's coast and new sanctions against Venezuelan officials, may provide some support for oil prices [1][4]. - The situation in Venezuela is seen as a new phase of pressure from the Trump administration aimed at cutting off oil revenue to President Nicolás Maduro, although it is not expected to significantly alter the overall market dynamics unless it leads to supply disruptions [4]. Group 3: Supply Recovery - Brazil's oil production is recovering from a previous shutdown that had reduced its output by over 300,000 barrels per day [4]. - Brazil is the largest oil supplier in Latin America and is among the key new sources of oil supply alongside the U.S., Canada, Guyana, and Argentina [4].