深夜，油价直线跳水！发生了什么？

Core Viewpoint - International oil prices have experienced a significant drop, with NYMEX WTI crude oil falling over 2% and ICE Brent crude oil declining nearly 2% [1] Oil Market Analysis - OPEC is reportedly discussing a pause in further production increases after next month's planned output boost, with a target of restoring 2.2 million barrels per day by September, which includes an additional 550,000 barrels per day [1][4] - Goldman Sachs predicts that OPEC is likely to halt further production increases after the next collective output boost, as market attention shifts to subsequent actions [4] - OPEC and eight major non-OPEC oil-producing countries have decided to increase production by an average of 548,000 barrels per day starting in August, with the current market fundamentals being stable and oil inventories low [5] Stock Market Overview - The U.S. stock market showed mixed performance, with the Dow Jones up 0.17%, the S&P 500 down 0.12%, and the Nasdaq down 0.48% [7][8] - Major tech stocks experienced slight declines, while Tesla shares rose over 3% due to news about the expansion of its autonomous taxi service [9] Airline Sector Performance - Airline stocks saw significant gains, with Delta Air Lines up over 13%, United Airlines up over 11%, and American Airlines up over 9% [10] - Delta Air Lines reported a net profit of $2.13 billion for Q2 2025, a 63% year-on-year increase, and restored its financial guidance for the fiscal year [10] MP Materials Developments - MP Materials shares surged over 50% following the announcement of a multi-billion dollar agreement with the U.S. Department of Defense to build a rare earth permanent magnet factory [11][12] - The Department of Defense will purchase $400 million in preferred stock from MP Materials, making it the largest shareholder, and a new magnet manufacturing facility is expected to begin operations in 2028 [13] - The agreement includes a price guarantee for neodymium-praseodymium rare earths at no less than $110 per kilogram over the next decade, crucial for electric vehicle motors and wind turbines [13][14]