1月31日晚，美国总统特朗普公开表示已要求辛鲍姆停止向古巴输送石油。同日，墨西哥外交部长德拉 富恩特回应说，墨西哥不会暂停对古巴的人道主义援助。 （文章来源：央视新闻） 当地时间2月1日，墨西哥总统辛鲍姆宣布，计划向古巴运送人道主义援助物资，包括食品和其他基本产 品，同时正"通过一切外交渠道"寻求在美方限制措施下恢复向古巴运送石油的途径。 ...

来源：北京日报客户端 总台记者当地时间2月1日获悉，"欧佩克+"组织成员国同意维持暂停增产政策，3月保持原油产量不再提 高。 "欧佩克+"宣布，该组织成员国在会议上同意将3月原油产量维持不变。近期，原油价格因市场担忧美国 可能对欧佩克成员国伊朗发动军事打击而上涨。 来源：央视新闻客户端 △资料图 ...

Group 1 - The core viewpoint of the article highlights the positive relationship between the United States and Venezuela, with an emphasis on sharing oil revenues [1] - President Trump stated that both countries will benefit from the sale of a significant amount of oil, indicating a collaborative approach to energy resources [1] - The article also mentions potential negotiations with Cuba, suggesting that Cuba may seek discussions with the U.S. to reach an agreement [1] Group 2 - Additionally, President Trump revealed that negotiations regarding Greenland have commenced, with a belief that an agreement is close to being reached [1] - He emphasized the importance of this agreement from a national security perspective, indicating its strategic significance [1]

沙特阿拉伯、俄罗斯、伊拉克、阿拉伯联合酋长国、科威特、哈萨克斯坦、阿尔及利亚和阿曼的代 表当天举行线上会议，讨论国际石油市场形势及前景。 2025年3月，上述8国决定自同年4月1日起逐步增加原油产量。5月、6月和7月日均增产41.1万桶，8 月日均增产54.8万桶，9月日均增产54.7万桶，10月、11月和12月日均增产13.7万桶。 声明说，由于季节性因素，上述国家决定在2026年3月暂停增产步伐，产量与2025年12月及2026年1 月和2月保持相同。声明还说，为维护石油市场稳定，8国将根据市场情况灵活调整增产节奏。 2025年11月，欧佩克发表声明说，8国决定在2026年1月、2月和3月暂停增产步伐，产量与2025年12 月保持相同。 新华社维也纳2月1日电（记者 孟凡宇）石油输出国组织（欧佩克）1日发表声明说，欧佩克和非欧 佩克产油国中的8个主要产油国决定，维持2025年11月初制订的产量计划，在2026年3月继续暂停增产。 上述8国2023年4月宣布日均约165万桶原油的自愿减产措施，并于2023年11月再次宣布日均220万桶 原油的额外自愿减产措施。此后，这两大减产措施多次延期。但在此期间，美国、 ...

格隆汇2月1日｜欧佩克+声明：八个成员国将维持原定计划，于三月暂停上调石油产量。重申致力于维 护市场稳定，并表示全球经济前景稳定，且当前石油市场基本面健康，库存水平较低。 ...

（来源：财闻） 本轮油价上调基本已成定局。 据最新油价查询，2月3日24时国内成品油价格将迎调整。目前10个工作日的统计周期，进行了80%的统计时间，受1月29日国际油价 大幅飙升的强劲带动，国内油价预计涨幅再度扩大，本轮油价上调基本已成定局，即将迎来2026年第二次油价上涨。预计油价上调 190元/吨（约上涨0.14元/升到0.17元/升）。 | 2026年油价调整日历 | | | | --- | --- | --- | | 1月6日 星期二 1月20日 星期二 | | | | 2月3日 | 星期二 | 2月24日 星期二 | | 3月9日 | 星期一 | 3月23日 星期一 | | 4月7日 | 星期二 | 4月21日 星期二 | | 5月8日 - | 星期五 | 5月21日 星期四 | | 6月4日 | 星期四 | 6月18日 星期四 | | 7月3日 | 星期五 | 7月17日 星期五 | | 7月31日 | 星期五 | 8月14日 星期五 | | 8月28日 | 星期五 | 9月11日 星期五 | | 9月24日 星期四 | | 10月15日 星期四 | | 100000 日如m | | 11040 ...

专访｜美国新一轮石油封锁行动是一场"经济战争"——访古巴学者费尔南德斯 新华社记者蒋彪 古巴哈瓦那大学国际经济研究中心研究员路易斯·雷内·费尔南德斯日前在接受新华社记者专访时表示， 美国对古巴新一轮石油封锁已非传统意义上的制裁或禁运，而是一场"经济战争"，直接后果是让古巴民 众的生活更加艰难。 美国总统特朗普1月29日签署行政令，威胁对向古巴提供石油国家的输美商品加征从价关税。费尔南德 斯指出，美国新一轮石油封锁行动，将使古巴经济运行承受更大压力，"更像是一场经过精确计算的经 济战争"。 他说，旅游业长期是古巴重要的外汇来源之一。美国对古巴实施的旅行限制措施直接影响古巴的外国游 客数量。如果不存在这些人为障碍，凭借地理位置和文化吸引力，古巴本可以接待更多游客，从而促进 经济发展。 费尔南德斯表示，美方将古巴描述为"安全威胁"毫无事实依据。古巴并未对美国构成任何军事或安全威 胁。相反，古巴在打击毒品走私和跨国犯罪等方面一直与相关国家保持合作。 "真正可能引发地区不稳定的，恰恰是外部强行推动的所谓'政权更迭'。"费尔南德斯指出，新版美国国 家安全战略报告视拉丁美洲和加勒比地区为美国的"专属区域"，这一观念对于美国 ...

Group 1 - The report suggests that the market remains resilient, with opportunities in consumer and real estate sectors, particularly during the pre-Spring Festival consumption peak, recommending investments in sectors like liquor, film, and tourism [4][18] - The bond market is expected to see the 10-year government bond yield fluctuate between 1.80% and 1.85% around the Spring Festival, with a need for new triggers to break below 1.80% [4][8] - The manufacturing PMI for January fell to 49.3%, indicating a return to contraction territory, primarily due to weak demand [8][9] Group 2 - Industrial profits for large-scale enterprises showed a marginal improvement, with December profits turning from a decline of 13.1% in November to a growth of 5.3%, indicating a recovery trend [10] - The real estate sector is transitioning to a high-quality development phase, with regulatory measures in place to control debt levels among real estate companies, suggesting a shift from scale expansion to quality growth [11] - The report highlights the potential for structural opportunities in high-dividend assets such as banks, coal, oil, public utilities, and transportation [22] Group 3 - The report emphasizes the importance of monitoring the manufacturing PMI and its correlation with domestic economic policies and export market performance for future trends [9] - The commodity market is experiencing significant short-term shocks, with gold expected to maintain value for low-cost purchases amid macroeconomic fluctuations [17][18] - The report notes that the demand for copper is likely to increase as manufacturing resumes post-Spring Festival, with low inventory levels at the Shanghai Futures Exchange [8][17]

Group 1 - The report emphasizes the importance of capturing cyclical industries from price expectations to performance realization, highlighting the relationship between commodity prices and U.S. Treasury rates [8][9][10] - In the domestic equity market, the financial sector outperformed, with a daily average trading volume of 30,365 billion yuan, showing a significant increase from the previous value of 27,750 billion yuan [18][19] - The report identifies that in the week ending January 30, 2026, the oil and petrochemical industry saw a notable increase of 7.95%, while the defense and military industry experienced a decline of 7.69% [18][21] Group 2 - The report notes that commodity prices experienced significant fluctuations, particularly with oil prices rising sharply, while gold and silver prices fell dramatically following the nomination of a new Federal Reserve chairman [8][9][12] - The relationship between commodity prices and U.S. Treasury rates varies across different economic phases, with commodity prices initially performing strongly during economic overheating and facing short-term pressure during economic downturns [9][10] - The report highlights that the latest manufacturing PMI data from China indicates a decrease in raw material inventory but an increase in finished goods inventory, suggesting a mismatch between supply and demand [10][24] Group 3 - The report discusses the stable liquidity environment, with short-term funding pressures expected to remain moderate due to the central bank's supportive stance and reduced expansion demands from commercial banks [19][22] - It mentions that the long-term bond market is expected to experience a "weak reality + strong expectation" dynamic, influenced by structural economic highlights and the central bank's cautious monetary policy [20][22] - The report indicates that the U.S. Treasury market is facing potential inflationary pressures and increased supply, predicting continued high volatility in Treasury yields [25][26]

Group 1 - The core viewpoint of the article indicates that the U.S. President Trump announced that India will purchase oil from Venezuela instead of Iran, suggesting a shift in India's oil sourcing strategy [2] - Trump mentioned that an agreement has been conceptually reached regarding this oil purchase, reflecting ongoing improvements in U.S.-India relations [2] - The article notes that the U.S. had previously imposed a 25% tariff on countries, including India, that purchased oil and gas from Venezuela, highlighting the complexities of international trade relations [2]