近期，油气投资热度快速攀升，当前油气市场多重利好共振。从供应侧看，地缘局势紧张与美国极端天 气等因素共同制约产能，叠加OPEC+计划维持现有供应限制政策与产油国 "利重于量" 的战略，共同强 化油价支撑；在需求侧，随着全球范围内储备库存建设逐步展开、美联储降息周期下成品油消费有望获 得提振，同时亚非拉地区需求景气有望上行。 （信息来源：智通财经-《美伊紧张局势推升油价至70美元 OPEC+仍倾向于继续维持产量不 变》-25/1/29） 此外，本周二（25/1/27）美元指数创近四年新低，进一步助推以美元计价的原油价格走高。随着美联 储进入降息周期，全球资本市场或开启货币宽松周期。历史表现来看，油价通常与美元指数呈现反向变 动，美元指数的走弱预期可能对油价韧性形成支撑。 （数据来源：Wind，截至25/1/27） 华泰证券指出，地缘溢价已导致淡季油价有所反弹，随着需求回升及全球性储备性累库，2026年二季度 至三季度油价有望上探，叠加如果美联储降息对需求拉动，亚非拉地区成品油需求或景气上行，上调 2026年布伦特均价。 （信息来源：华泰证券-《石油：地缘溢价或提前带动油价筑底反弹》-26/1/27） 油气ETF ...

华泰柏瑞基金是国内首批ETF管理人，旗下除行业ETF外，在宽基、红利类主题指数领域同样积累深 厚。据基金公告，旗下"红利全家桶"系列中的5只产品于2026年1月28日起正式启用新场内简称：红利 ETF华泰柏瑞（510880）、红利低波ETF华泰柏瑞（512890）、港股通红利ETF华泰柏瑞（513530）、 央企红利ETF华泰柏瑞（561580）、港股通红利低波ETF华泰柏瑞（520890）。 风险提示：基金有风险，投资需谨慎。基金管理公司不保证本基金一定盈利，也不保证最低收益，基金 过往业绩不能预示未来收益。市场有风险，投资需谨慎，风险自担。投资人在投资基金前应认真阅读 《基金合同》和《招募说明书》等基金法律文件，全面认识基金产品的风险收益特征，在了解产品情况 及听取销售机构适当性意见的基础上，根据自身的风险承受能力、投资期限和投资目标，对基金投资作 出独立决策，选择合适的基金产品。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 近期，油气投资热度快速攀升，当前油气市场多重利好共振。从供应侧看，地缘局势紧张与美国极端天 气等因素共同制约产能，叠加OPEC+计划维持现有供应限制政策与 ...

1月29日，油气板块早盘高开，油气ETF汇添富（159309）一度涨超5%创上市以来新高；该基金备受资 金青睐，近5日资金净流入超2亿，截至发稿盘中获净申购5300万份，估算资金净流入高达7500万元。 地缘政治风险持续发酵，国际油价升至四个月新高。WTI3月原油期货收于每桶63.21美元，创去年9月 底以来最高，涨幅为1.31%；布伦特3月原油期货收于每桶68.40美元，涨幅为1.23%。 地缘震荡，资源为王！以自身发展确定性应对外部不确定性，油气板块长期配置价值突出。油气ETF汇 添富（159309）聚焦油气产业链上下游，一键布局国家重要支柱产业！油气ETF汇添富（159309）囊括 资源、大宗商品等多条投资主线，是最纯的油气指数，前十大成分股全是油气板块，不含化工和公用事 业板块，高纯度导致高锐度高弹性！ 相关产品： 油气ETF汇添富（159309）联接A 023144 联接C 023145 华泰证券指出，地缘溢价已导致淡季油价筑底反弹，随着需求回升及全球性储备性累库，2026年二季度 至三季度油价有望见底上探，叠加美联储降息对需求拉动，亚非拉地区成品油需求或景气上行，上调 2026年布伦特均价。 原油 ...

Core Insights - The International Energy Agency (IEA) projects an increase in oil and gas investments in Africa, with oil production expected to remain stable at 7% to 8% of global output by 2035 [1] - Emerging exporting countries like Uganda and Senegal are expected to start production, while Namibia's output is also set to increase [1] - Natural gas production in Algeria and Egypt is currently stable, but Mozambique's LNG project is anticipated to double the country's gas output, contributing to over 5% of global natural gas production by 2035 [1] - Global natural gas demand is expected to continue growing, with increased liquefaction capacity anticipated in the Middle East and Africa by 2030 [1]

Core Viewpoint - The International Energy Agency (IEA) has shifted its stance, now indicating that new oil and gas resources must be developed to maintain supply stability due to the accelerated decline in existing oil field production [1] Group 1: Oil and Gas Supply - The IEA's report states that to maintain current production levels, over 45 million barrels of oil and approximately 2 trillion cubic meters of natural gas must be supplied daily from new conventional oil fields by 2050 [1] - Despite several projects being expedited or approved, there remains a significant supply gap that new conventional projects need to fill [1] Group 2: Investment Insights - Nearly 90% of upstream oil and gas investments are currently directed towards compensating for the declining production of existing oil fields [1] - The IEA director, Birol, acknowledges that insufficient investment poses a substantial threat to energy supply, leading to an annual loss in global market supply equivalent to the total production of Brazil and Norway combined [1] - The oil and gas industry must accelerate investments to maintain the current balance in the market [1]

Group 1 - fuboTV Inc. (NYSE: FUBO) shares increased by approximately 5% following the announcement of its second-quarter financial results [1] - The financial results were disclosed before the market opened on August 8th [1] Group 2 - Crude Value Insights provides an investment service focused on oil and natural gas, emphasizing cash flow and companies with growth potential [1] - The service includes a model account with over 50 stocks, detailed cash flow analyses of exploration and production firms, and live sector discussions [2]