Group 1 - Oil and gas stocks experienced significant declines, with Shandong Molong (002490) dropping over 8%, currently at 3.8 HKD and a trading volume of 122 million HKD [1] - International oil prices fell sharply due to the possibility of Trump avoiding military action against Iran, breaking the continuous upward trend [1] - Brent crude futures decreased by 2.76 USD or 4.15%, settling at 63.76 USD per barrel, while U.S. crude dropped by 2.83 USD or 4.56%, reaching 59.19 USD [1] Group 2 - Reports indicate that Trump has postponed the decision on whether to strike Iran, leading to increased uncertainty regarding military options [1] - Huatai Futures suggests that if Trump does not take military action against Iran, the geopolitical premium may quickly dissipate, indicating a fragile foundation for oil price increases [1] - The CPC terminal is expected to resume operations soon, further impacting the oil market dynamics [1]
国际油价大跌回吐地缘溢价 山东墨龙大跌超8%