美国能源部长克里斯·赖特抵达委内瑞拉首都加拉加斯。 End 欢迎分享给你的朋友！ 出品 | 中国能源报（c n e n e rg y） 责编丨李慧颖 当地时间11日，美国能源部长克里斯·赖特抵达委内瑞拉首都加拉加斯，将与委代总统罗 德里格斯等会面。 据美国方面消息，赖特是美国对委内瑞拉动武以来踏足这个南美国家的最高级别美国官 员。赖特曾表示，此行将会晤委内瑞拉代总统罗德里格斯和石油天然气行业高管，并评估 委内瑞拉油气生产状况。 1月3日，美军对委内瑞拉发动大规模军事打击，强行控制委总统马杜罗及其妻子并把他们 带到美国。美总统特朗普随后称，美国将"管理"委内瑞拉直至实施"安全"过渡，美大型石 油企业将进入委内瑞拉投资。 来源：央视新闻客户端 ...

Market Overview - The US stock market indices experienced slight declines, with the Dow Jones down 0.13% at 50,121.4 points, the S&P 500 down marginally at 6,941.47 points, and the Nasdaq down 0.16% at 23,066.47 points [2][4] - The US Technology Seven Index fell by 0.57%, with notable declines in individual stocks such as Alphabet-C and Microsoft, both dropping over 2% [4] Employment Data - The US Labor Department reported that non-farm payrolls increased by 130,000 in January, significantly exceeding market expectations, while the previous month's figure was revised down to 48,000 [1] Technology Sector Analysis - The technology sector is facing a "dual pressure" phase, characterized by concerns over AI impacting capital expenditures (Capex), shifting from a growth driver to a profitability constraint [4] - Recent volatility in US tech stocks is attributed to valuation pressures, with software stocks experiencing significant declines due to market fears regarding the disruption caused by non-public large model companies [4] Commodity Prices - International gold and silver prices saw increases, with COMEX gold futures rising by 1.53% to $5,107.80 per ounce and COMEX silver futures up by 4.6% to $84.085 per ounce [5] - Oil prices also rose, with NYMEX WTI and ICE Brent crude both increasing by over 1% [5] Venezuela Energy Discussions - The interim president of Venezuela met with the US Secretary of Energy to discuss energy-related agendas, including oil, gas, mining, and electricity projects [6] - This meeting marks a significant diplomatic engagement, as it involves the highest-level US official visiting Venezuela since military actions were taken against the Maduro government [6]

Group 1 - The core point of the article highlights that China National Petroleum Corporation (CNPC) has registered a new software copyright for the "Geological Application Professional Software Cloud Data System V1.0" project, indicating a focus on technological development [1] - In 2023, CNPC registered a total of 163 software copyrights, which represents a significant increase of 73.4% compared to the same period last year [1] - For the first half of 2025, CNPC invested 9.899 billion yuan in research and development, reflecting a year-on-year increase of 2.51% [1] Group 2 - According to data analysis from Tianyancha, CNPC has made investments in 1,298 enterprises and participated in 443 bidding projects [1] - The company holds 105 trademark registrations and 48,442 patents, showcasing its strong intellectual property portfolio [1] - Additionally, CNPC possesses 168 administrative licenses, indicating its compliance and operational capabilities [1]

Group 1 - Southbound funds net bought Hong Kong stocks worth HKD 4.816 billion on February 11, with notable net purchases in Tencent Holdings (HKD 735 million), Zijin Mining International (HKD 191 million), Meituan-W (HKD 162 million), Pop Mart (HKD 144 million), and China National Offshore Oil Corporation (HKD 122 million) [1] - Significant net sales were observed in Alibaba-W (HKD 520 million), SMIC (HKD 390 million), China Life (HKD 246 million), Yangtze Optical Fibre and Cable (HKD 159 million), and Xiaomi Group-W (HKD 100 million) [1] Group 2 - Meituan announced plans to invest approximately USD 717 million to acquire Dingdong Group's "Dingdong Grocery" business in China, which Morgan Stanley believes will create synergies with Meituan's existing Xiaoxiang Supermarket and strengthen its position in the fresh food delivery market in East China [5] - CNOOC is influenced by geopolitical tensions, particularly regarding U.S.-Iran relations, which may affect short-term oil price volatility [5] Group 3 - Xiaomi is rumored to use the Snapdragon 8 Elite Gen6 for its standard version, with potential costs exceeding USD 300, approximately CNY 2074, amid rising DRAM and NAND prices increasing pressure on smartphone manufacturers [7] Group 4 - Lion Group Holdings is positioned to benefit from Hong Kong's growing status as a global Web3 and cryptocurrency innovation hub, supported by the implementation of the Stablecoin Regulation and the upcoming issuance of licenses for stablecoin issuers [6]

Group 1 - The core viewpoint of the article highlights Total's fourth-quarter adjusted net profit of $3.84 billion, which exceeded market expectations of $3.81 billion [1] - The company declared an annual dividend of €3.40, surpassing the market forecast of €3.16 [1] - Total anticipates first-quarter production to exceed 2.6 million barrels of oil equivalent per day, aligning with market expectations [1]

Core Viewpoint - TotalEnergies reported a fourth-quarter adjusted net income of $3.84 billion, exceeding market expectations of $3.81 billion [1] - The company’s adjusted earnings per share for the fourth quarter were $1.73, slightly below the forecast of $1.75 [1] - Fourth-quarter adjusted EBITDA reached $10.07 billion, surpassing the anticipated $9.87 billion [1] - The annual dividend was set at €3.40, higher than the market estimate of €3.16 [1] - Production for the first quarter is expected to exceed 2.6 million barrels of oil equivalent per day, in line with market expectations [1] Financial Performance - Fourth-quarter adjusted net income: $3.84 billion, market estimate: $3.81 billion [1] - Fourth-quarter adjusted earnings per share: $1.73, market estimate: $1.75 [1] - Fourth-quarter adjusted EBITDA: $10.07 billion, market estimate: $9.87 billion [1] - Annual dividend: €3.40, market estimate: €3.16 [1] Production Outlook - Expected first-quarter production: over 2.6 million barrels of oil equivalent per day, consistent with market expectations [1]

Group 1 - U.S. stock index futures are showing positive movement, with Dow futures up 0.22%, S&P 500 futures up 0.19%, and Nasdaq futures up 0.16% [1] - The U.S. will release the non-farm payroll data for January, with expectations of a 70,000 increase in jobs, slightly above December's 50,000. The unemployment rate is expected to remain at 4.4% [1] - The upcoming non-farm payroll report will include annual revisions of employment data for the past two years, with a projected downward adjustment of 750,000 to 900,000 jobs [1] Group 2 - TotalEnergies shares rose over 1.3% after reporting a Q4 adjusted net profit of $3.84 billion, a 13% year-over-year decline but above market expectations of $3.81 billion [1] - Mattel shares fell over 30% due to Q4 profits for 2025 falling short of market expectations, with forecasts for the entire year also below expectations [2] - Lyft shares dropped over 17% after Q4 revenue did not meet analyst expectations, and the Q1 guidance was also disappointing [2] Group 3 - The European Union approved Google's acquisition of Wiz for $32 billion, aimed at enhancing Google's position in cloud computing and cybersecurity [2] - The FCC approved Amazon's plan to deploy 4,500 satellites, expanding its satellite constellation to approximately 7,700, allowing it to compete with SpaceX [2] - SpaceX completed a stock-for-stock acquisition of xAI, but half of the founding team has left the company, raising concerns about its future [3] Group 4 - Deutsche Bank raised Micron Technology's target price by 67% to $500, maintaining a "buy" rating, indicating potential for significant stock price increases [3] - Boeing plans to increase the monthly production of its 737 aircraft to 63 units within the next few years, which is crucial for improving its financial situation and debt repayment [3][4] - The production rate of the 737 aircraft is expected to grow by approximately 15% over the next 18 months, which is vital for Boeing's revenue [4]

液化气日报 2026 年 2 月 11 日 液化气日报 日度数据 | | | 液化气数据汇总表 | | | | --- | --- | --- | --- | --- | | 类别 | 名称 | 2026/2/11 | 2026/2/10 | 涨跌 | | 国内期货 | PG2602 | 4262 | 4251 | 11.0 | | | 主力持仓 | 25613 | 29320 | -3707 | | | 仓单数量 | 6762 | 6762 | 0 | | 国内现货 | 华南炼厂气 | 4750 | 4750 | O | | | 华南进口气 | 4865 | 4865 | 0 | | | 华东炼厂气 | 4475 | 4475 | O | | | 华东进口气 | 5026 | 5026 | O | | | 山东炼厂气 | 4430 | 4490 | -60 | | | 山东醚后C4 | 4450 | 4450 | O | | 基差 | | 486.0 | 497.0 | -11 | | 外盘价格 | BRENT | 69.4 | 68.8 | 0.6 | | | СЬ СЗ МІ | 535.9 | 535 ...

其中，今晚的一大重头戏是对截至2025年3月底的12个月里的就业数据的进一步修正，业内预估的最终 下修幅度可能要略小——在75万至90万之间；此外，美国劳工统计局此次还将发布去年4月至12月经修 订的月度就业人数变动数据，美国银行的经济学家估计，该周期内的新增就业人数可能平均每月下调2 万至3万人。 ③ 【道达尔能源涨超1.3%】道达尔能源盘前涨超1.3%。消息面上，该公司Q4调整后净利润为38.4亿美 元，同比下降13%，但高于市场预期的38.1亿美元。 ④ 【美泰跌超30%】全球玩具制造巨头美泰盘前跌超30%。消息面上，该公司2025年Q4利润不及市场 预期，且该公司预测2025年全年利润也将低于预期。 ⑤ 【Lyft跌超17%】出行公司Lyft盘前跌超17%。消息面上，该公司2025年Q4营收未达分析师预期，且 今年Q1业绩指引未达预期。 ⑥ 【欧盟批准谷歌320亿美元收购Wiz】当地时间2月10日，欧盟反垄断机构正式宣布，批准美国谷歌公 司以320亿美元（约合人民币2212亿元）的价格收购网络安全初创公司Wiz。据悉，谷歌公司于2025年3 月宣布此项全现金收购交易，旨在加强该公司在云计算和网络安全领 ...

道达尔能源（TotalEnergies）表示，在油价下跌冲击其第四季度业绩后，该公司将减少股票回购并加大 成本节约力度。 这家法国能源巨头正寻求提高其碳氢化合物和电力的产量，同时控制开支；而眼下正值石油巨头为一段 价格疲软时期以及投资者对其资产负债表更严格的审视进行布局之际。 道达尔能源周三表示，将把季度回购规模减半至7.5亿美元，全年计划回购价值30亿至60亿美元的股 票。去年，该公司的回购总额为75亿美元。该公司此前曾警告称，将放缓回购步伐，以在经济和地缘政 治不确定性中保持灵活性。 此举之前，英国石油公司（BP）刚刚暂停了股票回购，这是其削减高额净债务的更广泛转型计划的一 部分。但埃克森美孚（Exxon Mobil）和壳牌（Shell）最近表示，他们的目标是维持与去年相同的股票 回购速度，这表明大型石油公司在如何应对当前环境方面存在分歧。 道达尔能源还表示，其目标是在2026-30年期间节约125亿美元，其中包括今年的25亿美元。该公司在9 月份曾表示，该计划将在同一时期内实现75亿美元的节约。 在截至12月31日的三个月里，道达尔能源的净利润较前一季度下降21%，至29.1亿美元。根据Visible ...