热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 来源：中新经纬 美国对委内瑞拉实施军事打击后，对原油、美元、黄金有何影响？ 油价短期利好长期利空 据路透社消息，4位接近委内瑞拉石油运营的消息人士周六透露，由于特朗普宣布封锁所有进出该国水 域的受制裁油轮，委内瑞拉的石油出口已降至最低点，现在更是陷入瘫痪，因为港口船长们没有收到授 权装载石油的船舶起航的请求。 委内瑞拉拥有世界最大的石油储量，2025年11月份的石油出口量约为每天92.1万桶。 卓创资讯原油分析师朱光明对中新经纬表示，从短期和长期来看，对原油市场的影响截然相反。 朱光明称，短期看，对油市明显利好，石油出口和产量受到影响。在出口暂停和产量受到抑制之后，考 虑到产量90万桶/天和出口60万桶/天，对原油价格形成提振。开盘之后，sc和沥青期货等受到提振的可 能性较大。 长期看，朱光明表示，美国接手，产量和出口增加，利空明显。美国介入之后，委内瑞拉的石油被美国 接手，特别是美国的石油公司进入之后，将会加大投资，油田勘探，并且修复港口和码头，石油产量和 出口明显增加，这明显是利空，仅是考虑到委内瑞拉石油基础设施薄弱，修复需要的时间较长。 ...

Core Viewpoint - The current surge in gold prices is attributed to unprecedented economic conditions, with gold being viewed as a safe-haven asset amid rising geopolitical tensions and inflation concerns [1][5][15] Group 1: Gold Price Trends - Since September, international gold prices have increased by over 6%, surpassing the 5% rise in August, with prices breaking the critical $3700 per ounce level [1] - Goldman Sachs maintains a bullish outlook on gold, predicting prices could reach $3700 per ounce by the end of 2025 and $4000 by mid-2026, with a potential to exceed $4500 [1] - The global central bank's gold reserves have surpassed U.S. Treasury holdings for the first time since 1996, indicating a shift in reserve asset preferences [5] Group 2: Investment Strategies - For investors not currently holding gold, a gradual accumulation strategy is recommended to mitigate risks associated with high volatility [5][6] - Existing gold holders are advised to consider profit-taking or adding to their positions based on market conditions following the Federal Reserve's meetings [6][15] - Gold serves as a stabilizing asset in investment portfolios, often exhibiting low or negative correlation with riskier assets like stocks [6] Group 3: Economic and Geopolitical Influences - The ongoing geopolitical tensions and economic uncertainties are driving significant capital inflows into the gold market, reinforcing its status as a hedge against risks [5][15] - The potential loss of confidence in the U.S. dollar due to perceived threats to the Federal Reserve's independence could further elevate gold's appeal [1][12] - The introduction of digital gold by the World Gold Council is expected to enhance gold's financial attributes, potentially driving prices higher [12][13]