智通财经网·2026-02-13 03:32Group 1 - Oil stocks experienced a broad decline in early trading, with Sinopec (00386) down 4.06% to HKD 5.43, PetroChina (00857) down 3.28% to HKD 9.15, CNOOC Services (02883) down 3.06% to HKD 9.49, and CNOOC (00883) down 2.79% to HKD 24.42 [1] - WTI crude oil futures fell by 2.77% to USD 62.84 per barrel, while Brent crude oil futures decreased by 2.71% to USD 67.52 per barrel [1] - The U.S. President Donald Trump stated that the U.S. "must" reach an agreement with Iran, warning that the situation would become "very serious" if not resolved, with hopes for a deal within about a month [1] Group 2 - The latest EIA data showed a significant increase in U.S. crude oil inventories, rising by 8.53 million barrels, marking the largest weekly increase since January of the previous year [1] - Market trading logic has shifted from "geopolitical priority" back to "supply-demand priority," with expectations that substantial progress in U.S.-Iran negotiations could lead to a significant reduction in oil prices due to the return of supply surplus fundamentals [1] - Continuous large increases in inventory, unexpected production increases from OPEC+, and weakening demand are expected to suppress the upward price potential of crude oil [1]