Report Summary 1. Investment Rating - No investment rating for the industry is provided in the report. 2. Core View - The report predicts that the post - holiday domestic and international crude oil futures prices are expected to maintain a volatile and moderately strong trend. Although there are geopolitical factors driving up prices, the weak supply - demand situation in the crude oil market is a long - term drag on prices [5]. 3. Summary by Category 3.1 Time - cycle Views - Short - term (within one week): The short - term view for crude oil 2602 is "volatile" [1]. - Medium - term (two weeks to one month): The medium - term view for crude oil 2602 and SC crude oil is "volatile" [1][5]. - Intraday: The intraday view for crude oil 2602 and SC crude oil is "moderately strong" [1][5]. 3.2 Core Logic - Positive Factors: During the New Year's Day holiday, the US Delta Force raided the capital of Venezuela and kidnapped President Maduro and his wife, and President Trump threatened other South American countries, which led to a rapid increase in geopolitical risks and may drive up oil prices after the holiday [5]. - Negative Factors: The long - term logic that weighs down oil prices is the weak supply - demand situation in the crude oil market. There are still concerns about global supply glut, which keeps the pessimistic sentiment of funds lingering [5].
宝城期货原油早报-2026-01-05-20260105
Bao Cheng Qi Huo·2026-01-05 01:14