智通财经网·2026-01-14 06:07Core Viewpoint - CNOOC Services (02883) has seen a nearly 5% increase in stock price, currently trading at HKD 7.97, with a transaction volume of HKD 140 million, driven by rising international oil prices due to geopolitical tensions involving Iran and Venezuela [1] Group 1: Market Impact - U.S. President Trump's strong rhetoric against Iran has raised market concerns about potential U.S. intervention, leading to a spike in international oil prices, reaching a two-month high [1] - LSEG data indicates that the premium of Brent crude over Dubai crude has risen to its highest level since July, supported by geopolitical tensions [1] Group 2: Industry Outlook - Everbright Securities reports that significant upstream capital expenditure in China will support the growth of upstream production and reserves, benefiting oil service companies [1] - The "Three Oil Giants" are actively responding to the Belt and Road Initiative, with overseas business layouts gradually deepening, allowing subsidiary engineering companies to leverage parent company advantages for new opportunities abroad [1]