地缘风险溢价助推国际油价上行,标普油气ETF(513350)冲高近9%
Sou Hu Cai Jing·2026-01-29 02:26

Group 1 - The core viewpoint of the article highlights a significant surge in the S&P Oil & Gas ETF (513350), driven by rising international oil prices, increased geopolitical risk premiums, and disruptions in U.S. crude oil supply, with a peak intraday increase of nearly 9% and a current gain of 5.7% [1] - The Federal Reserve has maintained the federal funds rate at 3.5% to 3.75%, providing strong support for cyclical sectors like energy amid stable liquidity expectations [1] - Research institutions indicate that escalating international tensions have injected geopolitical risk premiums into crude oil futures, while winter storms have led to unexpected losses in U.S. crude oil production and refinery interruptions, intensifying short-covering [1] Group 2 - The U.S. Energy Information Administration (EIA) reported a decrease of 2.295 million barrels in U.S. crude oil inventories last week, significantly lower than the market expectation of an increase of 1.848 million barrels, further supporting oil prices [1] - For medium to long-term investments in the oil and gas sector, 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; it has risen over 10% in the past two days, with a current premium rate of 8.31%, necessitating attention to short-term premium risks [1]

地缘风险溢价助推国际油价上行,标普油气ETF(513350)冲高近9% - Reportify