智通财经APP获悉，石油股全线走低，截至发稿，中石油(00857)跌3.03%，报8.01港元；中海油(00883) 跌2.91%，报20.68港元；中石化(00386)跌1.06%，报4.65港元。 消息面上，国际油价周二下跌。纽约商品交易所2月交货的轻质原油期货价格报收于每桶57.13美元，跌 幅为2.04%；3月交货的伦敦布伦特原油期货价格报收于每桶60.70美元，跌幅为1.72%。据报道，美国总 统特朗普6日称，委内瑞拉将向美国移交3000万至5000万桶"受制裁的高品质石油"，此举引发市场对供 应增加的担忧，特朗普在社交媒体上写道，这批石油将按市场价出售，所得资金将由他"亲自监管"。 ...

自美国上月开始实施封锁以来，委内瑞拉确实积压了大量未运输的石油，储存在储油罐和租赁船舶中。 根据航运情报公司Kpler的数据，委国家石油公司已储存了数百万桶石油，可能在未来几周内耗尽备用 存储空间。 "即使是5000万桶的高估值，在政治层面看似重大，但在经济层面影响有限，"Karobaar Capital LP首席 投资官哈里什·库尔希德表示。"这属于一次性流动，而非结构性供应转变。" 智通财经获悉，美国总统唐纳德·特朗普表示，委内瑞拉将向美国移交多达5000万桶石油，并称这些石 油将按市价出售，所得收益将使两国共同受益。 "我很高兴地宣布，委内瑞拉临时当局将向美利坚合众国移交3000万至5000万桶受制裁的高品质石 油，"特朗普在社交媒体发文称。"这些石油将按市场价出售，所得资金将由我作为美国总统监管，以确 保其用于造福委内瑞拉和美国人民!" WTI原油在特朗普发表言论后下跌多达2.4%。 若特朗普所述属实，这些石油数量相当于美国对委实施部分封锁前委内瑞拉约30至50天的产量——远低 于历史水平。按当前WTI价格计算，这批原油价值最高可达28亿美元。 美国能源部和白宫代表未立即回应置评请求。委内瑞拉信息部和 ...

Core Viewpoint - Crude prices experienced a decline following the U.S. government's decision to oust Venezuelan leader Nicolas Maduro and take control of the oil-producing nation [1] Group 1 - The U.S. has taken a significant political action by removing Maduro, which is expected to impact the oil market [1] - The control over Venezuela's oil resources by the U.S. could lead to changes in crude oil supply dynamics [1]

分析人士说，全球市场石油供应充足，这意味着委内瑞拉出口进一步中断不会对价格产生直接影响。路 透引述两位了解委内瑞拉国营油企PDVSA运营情况的消息人士，指美国抓捕马杜罗行动没有对委内瑞 拉石油生产和炼油业造成任何损害。 格隆汇1月5日｜市场"三桶油"下挫，其中，中国股份、中国海洋石油跌超4%，化工股份跌近2%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com | 代码 | 名称 | 淡跌幅 ^ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | | 00857 | 中国石油股份 | -4.23% | 8.160 | 1.49万亿 | | 00883 | 中国海洋石油 | -4.21% | 20.940 | 9952.77亿 | | 00386 | 中国石油化工股份 | -1.70% | 4.620 | 5586.76亿 | | 00338 | 上海石油化工股份 | ...

格隆汇1月5日｜港股市场"三桶油"下挫，其中，中国石油股份、中国海洋石油跌超4%，中国石油化工 股份跌近2%。 分析人士说，全球市场石油供应充足，这意味着委内瑞拉出口进一步中断不会对价格产生直接影响。路 透引述两位了解委内瑞拉国营油企PDVSA运营情况的消息人士，指美国抓捕马杜罗行动没有对委内瑞 拉石油生产和炼油业造成任何损害。 消息面上，美国总统特朗普上周五(2日)午夜派出特种部队突袭委内瑞拉首都，俘掳总统马杜罗夫妇送 至美国受审。油价在亚洲早盘下滑，受供应充足影响，尽管市场担忧石油出口国组织(OPEC)成员国委 内瑞拉的政治动荡会扰乱石油运输。布兰特原油跌向每桶60美元附近，WTI接近每桶57美元。 | 代码 | 名称 | 涨跌幅 ^ | 最新价 | 总市值 | | --- | --- | --- | --- | --- | | 00857 | 中国石油股份 | -4.23% | 8.160 | 1.49万亿 | | 00883 | 中国海洋石油 | -4.21% | 20.940 | 9952.77亿 | | 00386 | 中国石油化工股份 | -1.70% | 4.620 | 5586.76亿 | ...

格隆汇1月5日｜InTouch资本市场高级外汇策略师Sean Callow称，由于美国军队成功抓获了委内瑞拉总 统马杜罗，本周一市场将首先关注油价走势。这反映出美国总统特朗普对恢复委内瑞拉原油产量的高度 重视。但Callow表示，短期内石油供应不会有太大变化。他还指出，特朗普政府是否会借此在其他地区 采取行动的选项，可能会引发更大的不确定性。墨西哥比索和哥伦比亚比索或将面临更大波动，而丹麦 则试图抑制来自美国对格陵兰岛行动的新猜测。 ...

Core Viewpoint - Oil prices decreased as supply concerns diminished due to the resumption of loadings at a Russian export hub, which had been temporarily halted by a Ukrainian drone and missile strike, while traders are evaluating the effects of Western sanctions on Russian oil flows [1] Group 1 - Oil prices dipped on Tuesday [1] - Resumption of loadings at a Russian export hub eased supply concerns [1] - The loading halt was caused by a Ukrainian drone and missile strike [1] Group 2 - Traders are assessing the impact of Western sanctions on Russian oil flows [1]

Housing Market - Pending home sales increased by 4% month-over-month, significantly surpassing the expected 0.2% increase, marking the largest rise since April [2][3] - Last month's pending home sales were revised from negative 0.4% to negative 0.3%, indicating a slight improvement [3] - Lower mortgage rates are encouraging buyers to enter the market, particularly in the Midwest, while the Northeast remains weak [3][4] Market Dynamics - Inventory levels for existing homes are rising, but prices have not seen aggressive cuts yet, suggesting a mixed outlook for the housing market [7] - If mortgage rates drop to the low fives or high fours, housing prices may rebound, especially with potential aggressive rate cuts anticipated next year [9] - The housing market is experiencing a rolling recession, with varying performance across regions, particularly weakness in the Southeast [10] Economic Indicators - A potential government shutdown could delay key economic data releases, including the BLS report, making the upcoming ADP report more significant [12][15] - The ADP report is expected to provide insights into labor market trends, especially in light of the volatility in the BLS report [15] Oil Market - Oil prices have retreated to around $63 per barrel after reaching two-month highs, influenced by supply concerns and OPEC's potential production increase [16][19] - An increase in the Baker Hughes rig count and reports of OPEC considering a production quota hike are contributing to downward pressure on oil prices [17][18] - Geopolitical risks remain a key factor that could influence oil prices positively in the near future [20]

Group 1 - The article does not provide any specific information or data regarding companies or industries [1]

Group 1: Report Industry Investment Rating - Not provided Group 2: Core Viewpoints of the Report - This week, crude oil prices fluctuated, and the month - spreads of the three major crude oil markets oscillated at a high level. The US plans to impose new tariffs on over 20 countries from August 1st, and other trading partners may face 15% - 20% tariffs. OPEC+ is discussing a suspension of production increases from October, and OPEC will complete a 2.2 - billion - barrel supply restoration in September [3]. - Globally, oil product inventories increased this week. In the US, crude oil inventories rose significantly during the week of July 4th, Cushing inventories increased, and gasoline and diesel inventories decreased. The number of US oil rigs decreased by 1 during the week of July 11th, while the fracturing number rebounded [3]. - This week, refining margins in Europe and the US strengthened. The near - month spread of European diesel soared, highlighting supply - demand contradictions. The fundamentals of gasoline and diesel in Asia and China were neutral, with accelerated inventory accumulation of gasoline and diesel in China and a reversal of refining margins [3]. - During the peak season of refinery operations, the month - spreads of crude oil are expected to remain high. WTI and Brent are stronger than the Dubai market. The absolute price of crude oil faces downward pressure in the medium - term due to OPEC's accelerated production increase and tariff policies. OPEC+'s suspension of production increases in the fourth quarter will not change the overall situation. Attention should be paid to non - OPEC production and the slope of post - peak - season demand changes [3]. Group 3: Summary by Relevant Catalogs 1. Daily News - Trump is pressuring Russia to stop the war and may impose "secondary tariffs" on countries that purchase Russian oil. He also plans to supply Ukraine with more weapons. If no agreement is reached within 50 days, the US will impose a 100% secondary tariff on Russia [3]. - Analysts believe that Trump's subsequent statement on Russia may not have a significant impact on crude oil. Previous sanctions had little impact on oil flows, and supplying weapons through NATO is unlikely to have a significant impact on oil supply [3]. - Trump's tariff policy is unlikely to affect US imports of gasoline and diesel. Energy products such as gasoline, diesel, and aviation fuel are expected to be exempted, and the new tariffs on Canada and Mexico will not cover goods under the US - Mexico - Canada Agreement, including energy [3]. 2. Regional Fundamentals - In the US during the week of July 4th, crude oil exports increased by 452,000 barrels per day to 2.757 million barrels per day, domestic crude oil production decreased by 48,000 barrels to 13.385 million barrels per day, commercial crude oil inventories (excluding strategic reserves) increased by 7.07 million barrels to 426 million barrels (a 1.69% increase), and strategic petroleum reserve (SPR) inventories increased by 238,000 barrels to 403 million barrels (a 0.06% increase) [3]. - The four - week average supply of US crude oil products was 20.564 million barrels per day, a 1.61% decrease compared to the same period last year. The import of commercial crude oil (excluding strategic reserves) was 6.013 million barrels per day, a decrease of 906,000 barrels per day from the previous week [3]. - During the week of July 4th, the EIA gasoline inventory in the US was - 2.658 million barrels (expected - 1.486 million barrels, previous value 4.188 million barrels), and the EIA refined oil inventory was - 825,000 barrels (expected - 314,000 barrels, previous value - 1.71 million barrels) [3]. - In China, the operating rate of major refineries increased this week, while that of Shandong local refineries decreased. The production of gasoline and diesel increased, with production from major refineries rising and that from independent refineries falling. The sales - to - production ratios of gasoline and diesel at local refineries increased. Gasoline and diesel inventories accumulated this week. The comprehensive profit of major refineries rebounded, and that of local refineries improved [3]. 3. Weekly Viewpoints - Crude oil prices fluctuated this week, and the month - spreads of the three major crude oil markets oscillated at a high level. Policy - wise, the US plans to impose new tariffs on some countries from August 1st, and other trading partners may face 15% - 20% tariffs. OPEC+ is discussing a suspension of production increases from October [3]. - Fundamentally, global oil product inventories increased this week. In the US, crude oil inventories increased significantly during the week of July 4th, Cushing inventories increased, and gasoline and diesel inventories decreased. The number of US oil rigs decreased by 1 during the week of July 11th, while the fracturing number rebounded [3]. - This week, refining margins in Europe and the US strengthened. The near - month spread of European diesel soared, highlighting supply - demand contradictions. The fundamentals of gasoline and diesel in Asia and China were neutral, with accelerated inventory accumulation of gasoline and diesel in China and a reversal of refining margins [3]. - During the peak season of refinery operations, the month - spreads of crude oil are expected to remain high. WTI and Brent are stronger than the Dubai market. The absolute price of crude oil faces downward pressure in the medium - term due to OPEC's accelerated production increase and tariff policies. OPEC+'s suspension of production increases in the fourth quarter will not change the overall situation. Attention should be paid to non - OPEC production and the slope of post - peak - season demand changes [3].