Group 1 - The recent extreme cold weather overseas has caused approximately 10% of natural gas production capacity to be shut down due to frozen wellheads, while increasing heating and electricity demand, leading to higher oil and gas energy consumption [1] - The S&P Oil & Gas ETF (513350) saw an intraday increase of 7.91%, with the latest increase reported at 6.78%, and significant gains were observed in component stocks such as KOSMOS Energy [1] - Industry analysts indicate that, aside from the severe cold weather, geopolitical disturbances are a key reason for the continued strength in oil prices [1] Group 2 - Crude oil is gaining attention as a "safe-haven asset" and an "anti-inflation asset," attracting some capital inflows, although there is a caution regarding potential short-term technical pullback risks [1] - In terms of fund investment, investors are advised to consider the S&P Oil & Gas ETF (513350) managed by Franklin Templeton, which focuses on U.S. oil and gas exploration and production stocks [1]
周期板块维持强势,标普油气ETF(513350)盘中飙涨近8%!
Sou Hu Cai Jing·2026-01-28 05:40