责任编辑：张俊 SF065 埃克森美孚（XOM）周五早盘下跌0.9%课次钱该公司报告第四季度每股收益和营收均超预期，理由是 产量创纪录及强劲的炼油利润率；全年盈利为288亿美元，向股东返还了372亿美元。 埃克森美孚（XOM）周五早盘下跌0.9%课次钱该公司报告第四季度每股收益和营收均超预期，理由是 产量创纪录及强劲的炼油利润率；全年盈利为288亿美元，向股东返还了372亿美元。 责任编辑：张俊 SF065 ...

Kazakh officials accepted bribes to approve billions of dollars of costs incurred by top oil companies at one of its giant fields, representatives of the government said in a confidential arbitration ... ...

Core Viewpoint - The global precious metals market experienced a dramatic crash on January 29, 2026, with gold prices plummeting nearly 7% within 28 minutes after reaching a historic high of $5600 per ounce, while silver prices fell by 11% during the same period [1][3]. Market Shock - The gold price reached a peak of $5626.80 per ounce before crashing, with a drop of $380, marking a significant decline [3]. - London spot gold hit a low of $5107.78 per ounce, reflecting a drop of over 7%, while silver fell to $107.758 per ounce, with a decline exceeding 8% [3]. - The Shanghai Gold Exchange saw a rapid decline in gold prices, dropping from a historic high of 1200 CNY per gram to a low of 1148.01 CNY per gram, with a daily fluctuation of 8.08% [3]. Algorithmic Trading Influence - The surge in algorithmic trading in the precious metals market contributed to the rapid price decline, as automated systems triggered sell orders when prices hit certain thresholds [5]. - The previous year saw unprecedented growth in the gold market, with global physical gold demand surpassing 5000 tons for the first time, and gold prices increasing by 44% year-on-year [5]. Policy Changes - The Chicago Mercantile Exchange's decision to raise margin requirements for gold, copper, and some aluminum futures intensified market sell-offs, forcing leveraged traders to close positions [6]. - Political developments, including potential changes in U.S. monetary policy and easing geopolitical tensions, also influenced market sentiment, leading to a shift of funds away from precious metals [7][8]. Central Bank Perspective - Despite market volatility, global central banks maintained their gold reserves, with purchases reaching 863 tons in 2025, significantly above the long-term average [9]. - The World Gold Council noted that the price surge in 2025 solidified gold's status as a key reserve asset for central banks, investors, and consumers [9]. Future Outlook - Analysts suggest that the recent market fluctuations may represent a technical adjustment rather than a fundamental shift in the long-term upward trend of gold prices [9]. - The ongoing weakness in the U.S. dollar credit system is expected to support continued upward pressure on gold prices, with potential for a new round of increases in 2026 [14][15]. - The market is anticipated to recover from the recent lows, with gold prices rebounding from $5107 to $5370, indicating a shift from panic to stabilization [16].

Group 1 - The U.S. has announced a conditional easing of sanctions on Venezuela's oil industry, allowing U.S. entities to engage in transactions related to Venezuelan oil with the Venezuelan government and its state-owned oil company, provided certain conditions are met [1] - Transactions must comply with U.S. law, and funds must be deposited into a foreign government deposit fund or other accounts designated by the U.S. Treasury, as per a presidential executive order signed on January 9 [1] - The U.S. has implemented multiple rounds of strict sanctions on Venezuela's oil sector in recent years, while also adjusting policies through licensing documents issued by the Office of Foreign Assets Control [1]

石油产品进口总量从11.10万吨增加至11.87万吨，其中柴油占进口总量的73.8%，无铅汽油占11.0%，轻 质燃料油及煤油占8.9%，其他成品油占6.3%。(驻波黑使馆经商处) 同期，烟煤产量为25.98万吨，较2024年12月的37.89万吨显著减少；褐煤产量则从11.71万吨增至13.21万 吨；焦炭产量由4.02万吨下降至2.14万吨。 波黑国家台1月27日报道。波黑联邦统计局数据显示，2025年12月该实体总发电量为736吉瓦时，较2024 年同月的773吉瓦时有所下降。水电占总发电量的44.1%，火电占49.9%，风电占6.0%。 ...

联合能源集团(00467)发布公告，本集团2025年第四季度的平均权益日产量121,294桶油当量/天。 ...

格隆汇1月30日｜埃克森美孚石油(XOM.US)：马杜罗和查韦斯造成的损害(对委内瑞拉)构成重大挑战， 特朗普政府必须理解委内瑞拉所面临的挑战。 ...

智通财经APP获悉，得益于石油产量增加和炼油利润率改善，美国石油巨头埃克森美孚(XOM.US)2025 年第四季度盈利好于预期。财报显示，埃克森美孚Q4总营收为823.08亿美元，同比下降1%。调整后的 净利润为72.56亿美元;调整后的每股收益为1.71美元，好于分析师普遍预期的1.68美元。 石油生产商在2025年的盈利一直面临压力，原因是石油市场供应过剩，这导致布伦特原油在去年下跌了 19%。不过埃克森美孚2025年全年调整后利润仅下降了10%，原因是该公司专注于削减成本。 埃克森美孚首席执行官达伦·伍兹表示："我们正在从生产的每一桶油和每一个分子中获取更多价值，并 大规模构建增长平台，从而创造一条直至2030年及以后的长期盈利增长路径。" Q4调整后的上游业务利润为44亿美元，低于上一季度的57亿美元。埃克森美孚表示，2025年全年上游 产量达到日均470万桶油当量，为40多年来的最高点。Q4产量接近日均500万桶油当量。 与此同时，受行业炼油利润率走强、成本节约以及创纪录的炼油处理量推动，埃克森美孚Q4和2025年 全年的炼油利润均大幅提升。Q4调整后的能源产品业务利润环比增长60%，达到29亿美元 ...

Market Performance - Hang Seng Index and the National Enterprises Index rose by 0.5% and 0.4% respectively, while the Hang Seng Tech Index fell by 1.0%[1] - Major sectors such as banking, insurance, precious metals, and oil showed strong performance recently[1] - Market anticipates regulatory easing for property developers, leading to a rise in many mainland property stocks[1] Macroeconomic Indicators - Hong Kong welcomed nearly 50 million visitors last year, a 12% increase from 2024, with mainland visitors accounting for 38 million, up 11%[2] - Initial jobless claims in the U.S. decreased by 1,000 to 209,000, slightly above Bloomberg's forecast of 206,000[2] Industry Developments - The Hang Seng Healthcare Index fell by 0.8%, with recent trading in pharmaceutical stocks being relatively quiet[3] - Inpharmatica (3696 HK) surged by 9.7% after announcing promising results for its oral GIPR antagonist ISM0676, achieving a weight loss effect of up to 31.3% in trials[3] Energy and Utilities - New energy and utility stocks showed mixed performance, with CGN Mining (1164 HK) rising by 3.3% as uranium prices approached a two-year high of $98[4] - Companies like China Everbright Environment (257 HK) and Beijing Enterprises Water Group (371 HK) saw stock increases between 1.1% and 4.5%[4] Consumer Sector - The wholesale price of Moutai has rebounded, leading to an 8.6% surge in Moutai's stock (600519 CH)[4] - Qingdao Beer (168 HK), China Resources Beer (291 HK), and Budweiser (1876 HK) stocks rose by 3% to 5% following positive trends in the A-share liquor sector[4]

1. 1月30日(周五)美股盘前，美股三大股指 期货齐跌。截至发稿，道指期货跌0.35%，标普期货跌 0.34%，纳指期货跌0.44%。 2. 截至发稿，欧洲股市主要指数齐涨。欧洲斯托克50指数涨1.04%，英国富 时100指数涨0.5%，法国CAC40指数涨0.8%，德国DAX30指数涨0.96%。 3. 截至发稿，WTI原油跌 0.64%，报65.0美元/桶。布伦特原油跌0.69%，报69.11美元/桶。纽交所 黄金跌3.69%，报5157.2美元/盎 司。 市场消息 1、特朗普正式提名沃什执掌美联储，CME数据显示美联储到6月累计降息25个基点概率 达48.3%，货币市场押注美联储今年将累计降息超过两次且每次25个基点。 2、芝加哥期权交易所波动 率指数接近盘中低点，报17.80点。 3、印尼金融监管机构负责人辞职，为印尼股市抛售承担责任。 4、 印度外汇储备增至创纪录的7094.1亿美元（截至1月23日）。 5、以色列将于周日重新开放加沙与埃及之 间的拉法口岸。 6、伊朗外交部长表示伊朗的 导弹问题绝不会成为谈判议题，已为战争或外交两种情况 做好准备，希望就有尊严的谈判达成框架协议，目前没有计划与美国 ...