市场对委内瑞拉变局的反应：油价“不涨反跌”，黄金重回4430，银价飙涨4.5%

Group 1 - The article discusses the significant market differentiation following the U.S. military action in Venezuela, which included the capture of President Maduro [1] - Investors quickly turned to precious metals for safety, leading to a rebound in gold and silver prices, while the oil market remained relatively calm due to oversupply concerns [2][5] - Gold prices rose above $4,430 per ounce after a previous decline of 4.4%, and silver prices surged nearly 5% to around $76 per ounce [6][8] Group 2 - The geopolitical turmoil triggered immediate reactions in the precious metals market, with investors seeking safe-haven assets [5] - Analysts noted that the fundamental changes in the global oil supply-demand balance have led to a muted response in the oil market despite the geopolitical tensions [14] - The International Energy Agency (IEA) predicts a record oversupply of 3.8 million barrels per day by 2026, which diminishes the impact of Venezuela's situation on global oil prices [18] Group 3 - Venezuela's oil production, currently around 1 million barrels per day, accounts for less than 1% of global supply, which limits its significance in the global market [18] - The U.S. administration has requested major oil companies to invest in Venezuela's oil infrastructure, indicating a long-term interest in revitalizing the country's oil industry [21] - Industry experts express caution regarding the prospects of rebuilding Venezuela's oil fields, citing historical examples where regime changes did not stabilize oil supply quickly [22]