石油股早盘普跌 特朗普称美国必须与伊朗达成协议 国际油价周四大跌
Zhi Tong Cai Jing·2026-02-13 05:05

Core Viewpoint - Oil stocks experienced a significant decline in early trading, influenced by falling crude oil prices and rising U.S. oil inventories [1] Group 1: Stock Performance - Sinopec (00386) fell by 4.06%, trading at HKD 5.43 [1] - PetroChina (00857) decreased by 3.28%, trading at HKD 9.15 [1] - CNOOC Services (601808) (02883) dropped by 3.06%, trading at HKD 9.49 [1] - CNOOC (00883) declined by 2.79%, trading at HKD 24.42 [1] Group 2: Oil Price Movement - WTI crude oil futures fell by 2.77%, closing at USD 62.84 per barrel [1] - Brent crude oil futures decreased by 2.71%, closing at USD 67.52 per barrel [1] Group 3: Market Influences - U.S. President Trump emphasized the necessity of reaching an agreement with Iran, warning of severe consequences if negotiations fail [1] - Trump expressed hope for a deal with Iran within approximately one month [1] - The latest EIA data indicated a surge in U.S. crude oil inventories by 8.53 million barrels, marking the largest weekly increase since January of the previous year [1] Group 4: Analyst Insights - A senior researcher at Galaxy Futures noted that the market's trading logic has shifted from "geopolitical priority" back to "supply-demand priority" [1] - Substantial growth in inventories, unexpected production increases from OPEC+, and weakening demand are expected to suppress the upward potential of oil prices [1]