格隆汇1月28日｜美国国务卿鲁比奥称，特朗普政府准备动用武力，确保委内瑞拉代总统德尔西·罗德里 格斯在最大程度上与美国合作。鲁比奥表示，罗德里格斯承诺向美国公司开放委内瑞拉的能源部门，提 供生产优惠准入，并将石油销售所得用于购买美国商品。鲁比奥在参议院外交关系委员会的声明中表 示："如果其他方法无效，我们准备动用武力以确保委内瑞拉最大限度的合作。我们希望这种情况不会 发生，但我们绝不会回避我们对美国人民的责任以及我们在这个半球的使命。" ...

Group 1 - The U.S. is conducting air force readiness exercises in the Middle East, leading to a 3.0% increase in WTI crude oil prices to $62.46 per barrel and Brent crude oil prices to $66.72 per barrel [1] - Geopolitical tensions in regions like Venezuela and Iran are raising concerns about supply risks, with the U.S. Central Command announcing military exercises amid increasing military pressure on Iran [1] - The weakening of the U.S. dollar is contributing to rising commodity prices, with the dollar index dropping to 95.51, the lowest level since February 2022, and a cumulative decline of over 2.2% for the month [2] Group 2 - The International Energy Agency (IEA) has raised its forecast for global crude oil demand growth in 2026 to 930,000 barrels per day, up from a previous estimate of 860,000 barrels per day, driven by improved global economic prospects and lower oil prices [2] - Deutsche Bank analysts have adjusted their 2026 Brent crude oil price forecast to $61.50 per barrel, anticipating a significant reduction in the oversupply of oil in the second half of 2026 [3] - Huatai Securities has raised its forecast for the average Brent crude oil price in 2026 to $65 per barrel, citing geopolitical premiums and expected demand recovery [3] Group 3 - China National Offshore Oil Corporation (00883) is the largest offshore oil and gas producer in China, focusing on exploration and production with strong cost and return profiles [4] - PetroChina Company Limited (00857) is the largest oil and gas producer and seller in China, with an integrated upstream and downstream business model covering the entire industry chain [4] - Sinopec Limited (00386) is a top global refining company with a strong sales network and capabilities in refining and chemical product production [4]

你有没有想过，一个国家能在一夜之间把自己的命运玩砸到什么地步？ 石油，曾经让伊朗成了中东的"土豪"，也让这个国家尝尽了过山车般的滋味。 可谁能想到，靠山倒了，靠人心也散了，如今的伊朗，正经历着一场前所未有的滑铁卢。 很多人可能还记得，几年前伊朗在国际市场上还是响当当的"石油大户"，原油出口是他们的命根子。 可到了2026年1月，事情急转直下，伊朗的石油出口，竟然一天暴掉了85%，从日均两百多万桶跌到还不到三十万桶。 这下子，国家就像断了粮的家，财政顿时进水，经济说塌就塌。 你想象一下，原本还能买菜买肉的钱，一转眼变成了废纸。 老百姓手里的里亚尔，兑美元的价直接跳水，黑市上一美元能换一百四十七万里亚尔，货币一年贬值了八成多。 菜市场的牛肉三十美元一公斤，想吃顿肉成了想想都流口水的事。 大家都以为，美国的制裁又起了作用。 确实，美国这些年对伊朗下了不少狠手。 但真要把锅全甩给美国，未免也太便宜伊朗自己了。 说白了，伊朗这回是自己把自己坑了，最关键的是，他们把最后的"救命稻草"中国给得罪了。 这事说出来，气得人牙痒痒。 其实早在被美国制裁得喘不过气的时候，是中国顶着压力接住了伊朗。 2021年，中伊签了4000亿大 ...

Core Viewpoint - The United States has openly declared its actions of seizing Venezuelan oil tankers and processing the oil in its refineries, showcasing its hegemonic approach to global resources [1][3]. Group 1: U.S. Actions and Motivations - The U.S. has successfully extracted oil from seven seized Venezuelan tankers, with plans to sell 50 million barrels of Venezuelan crude on the open market, having already made $500 million from previous sales [1][3]. - The U.S. has intensified sanctions against Venezuela, which has left the country with limited options for oil exports, primarily selling to China and India, while European buyers have ceased purchases due to fear of U.S. sanctions [1][3]. - The seizure of oil is strategically aligned with U.S. energy needs, as the refineries in Houston are specifically designed to process the high-sulfur heavy oil from Venezuela, which was previously difficult to import due to sanctions [3]. Group 2: Economic Implications - The seized oil is expected to fill a supply gap in U.S. refineries, allowing for the production of gasoline and diesel, which can alleviate high domestic oil prices [3]. - The U.S. plans to sell the 50 million barrels of crude oil gradually, aiming to maximize profits by timing sales with fluctuations in international oil prices [3]. - The initial $500 million earned from the sale of seized oil is viewed as a small gain compared to the potential revenue from the planned sales of the remaining crude [3]. Group 3: Legal and Ethical Considerations - The actions taken by the U.S. are criticized as being in violation of international norms, as the seizure of civilian property without military necessity or legal judgment is deemed unjustifiable [5].

Group 1 - Iran's control over the Strait of Hormuz has evolved into a fully intelligent monitoring system, allowing Tehran to oversee all maritime activities and determine the passage of vessels under different flags [1] - The Strait of Hormuz is a critical maritime route, connecting the Gulf of Oman and the Persian Gulf, through which approximately one-third of global seaborne oil trade passes [1] - Iran's military readiness is emphasized, with statements indicating that any use of neighboring countries' territories against Iran will be considered hostile [1] Group 2 - The U.S. aircraft carrier Abraham Lincoln has entered the Middle East waters, joining the U.S. Fifth Fleet, indicating a potential military presence in the region [4] - Iran has warned that it will respond decisively if war is imposed upon it, with a focus on military preparedness and monitoring developments closely [6] - Iran possesses a significant arsenal of medium and long-range missiles, as well as drones, which could be utilized in military actions, particularly in the context of potential conflicts with Israel [7] Group 3 - Diplomatic efforts between Iran and Qatar are ongoing, with both foreign ministers discussing the importance of cooperation and regional stability [8][9] - Recent geopolitical tensions have contributed to a rise in international oil prices, with light crude oil futures increasing by $1.76 to $62.39 per barrel, and Brent crude rising by $1.98 to $67.57 per barrel [11][12]

（原标题：港股概念追踪 | 地缘紧张与需求预期双重驱动 国际油价加速上涨(附概念股)） 智通财经APP获悉，美国将在中东举行空军战备演习，国际油价应声上涨，WTI原油日内涨幅达3.0%， 报62.46美元/桶；布伦特原油日内涨幅达3.0%，报66.72美元/桶。由于伊朗与美国的对峙及美元走弱等 影响，国际油价近期仍处于震荡上行期。 2026年1月以来，委内瑞拉、伊朗等地缘紧张局势再次引发市场供应风险担忧。据新华社报道，负责中 东地区美军行动的美军中央司令部27日发布声明说，其第九航空队将举行一场为期数天的空军战备演 习，以展示其在中央司令部责任区内快速部署、分散部署和持续作战的能力。 此次演习正值美国对伊朗不断施加军事压力之际。前一天，中央司令部宣布美军"亚:伯拉罕·林肯"号航 空母舰打击群已驶入中东水域。 美国总统特朗普宣称在伊朗附近的军事存在正在增强，但同时他也表示未排除外交选项。 伊朗石油储量全球第四，而霍尔木兹海峡是全球石油运输的咽喉——每天2100万桶原油经此运往世界。 若中东局势发生变化，将对能源及运输产生巨大影响。 中东地区的地缘局势始终是原油市场的黑天鹅来源，伊朗问题的反复、霍尔木兹海峡航运受 ...

格隆汇1月28日｜周二，美、布两油期货结算价上涨3%，分别报62.39和67.57美元/盎司。据分析师和交 易商估计，因一场严重冬季风暴横扫全美、令能源基础设施和电网承压，美国石油生产商在上周末损失 的产量最高达200万桶/日，约占全国产量的 15%。经纪公司PVM的石油分析师Tamas Varga称："美国的 寒冷天气可能会导致石油库存在未来几周内大幅下降，尤其是如果这种天气持续下去的话。"船舶跟踪 服务公司Vortexa称，在寒冷天气的影响下，美国墨西哥湾沿岸港口的原油和液化天然气出口量周日降 至零。该公司分析主管称，随着港口重新开放，周一出口反弹，流量高于季节性标准。此外，两位知情 消息人士早前表示，哈萨克斯坦最大的腾吉兹油田(Tengiz)可能会在2月7日之前恢复不到一半的正常产 量，该油田正在从火灾和停电事故中缓慢恢复。不过，运营哈萨克斯坦主要出口管道的CPC公司表示， 在其位于俄罗斯黑海沿岸的码头的三个系泊点之一完成维护后，该码头的装载能力已恢复到满负荷状 态。 ...

Core Viewpoint - The U.S. Trade Representative, Katherine Tai, indicates that India has significant work to do to alleviate U.S. concerns regarding its purchase of Russian oil and to secure tariff reductions [1] Group 1: U.S.-India Trade Relations - The U.S. has been negotiating with India for months regarding the reduction of tariffs imposed by the Trump administration, which are currently at 50% [1] - Despite progress made by India in curbing Russian oil purchases, complete cessation remains challenging due to the discounts that India benefits from [1] - The relationship between U.S. and Indian officials is described as good, but substantial efforts are still required from India to meet U.S. expectations [1]

【美股】截至收盘，道指跌408.99点，跌幅为0.83%，报49003.41点；纳指涨215.74点，涨幅为0.91%， 报23817.10点；标普500指数涨28.37点，涨幅为0.41%，报6978.60点。美光科技(MU.US)涨5.4%，英特 尔(INTC.US)涨超3%。纳斯达克中国金龙指数涨0.48%。 【欧股】德国DAX30指数跌70.17点，跌幅0.28%，报24880.13点；英国富时100指数涨52.90点，涨幅 0.52%，报10201.75点；法国CAC40指数涨21.67点，涨幅0.27%，报8152.82点；欧洲斯托克50指数涨 34.76点，涨幅0.58%，报5992.56点；西班牙IBEX35指数涨108.72点，涨幅0.61%，报17789.22点；意大 利富时MIB指数涨467.18点，涨幅1.04%，报45417.50点。 【加密货币】比特币突破8.9万美元，以太坊突破3000美元。 【美元指数】衡量美元对六种主要货币的美元指数当天下跌0.84%，在汇市尾市收于96.219。截至纽约 汇市尾市，1欧元兑换1.1979美元，高于前一交易日的1.1875美元；1英镑兑换1.3 ...

罗德里格斯在回应美国财政部长贝森特近日相关言论时说："委内瑞拉人民不接受任何外部势力的命 令，委内瑞拉人民拥有自己的政府，这个政府服从于人民。"她未具体说明贝森特言论内容，但指出其 表态"不合时宜且具有冒犯性"。 谈及个人所面临的威胁，罗德里格斯说："自宣誓就任代总统并履职之日起，我已清醒认识到可能面临 的威胁。我们无所畏惧，也不拒绝与美国建立关系，但这一关系必须建立在相互尊重的基础上——尊重 国际法治、尊重基本人文准则、尊重委内瑞拉的历史与民族尊严。" 此前一天，罗德里格斯曾呼吁美国停止对委内瑞拉内部事务发号施令，强调委国内分歧与冲突应由本国 通过政治途径解决。 （来源：沈阳日报） 转自：沈阳日报 委内瑞拉代总统罗德里格斯26日说，委内瑞拉不接受任何外部势力命令。她说，委内瑞拉"无所畏惧"， 不拒绝在相互尊重基础上与美国建立关系。 罗德里格斯在与多家石油企业代表举行工作会议期间作出上述表态，该会议旨在讨论推动石油行业改 革，以吸引更多私营与外国投资。 本月初，美国对委内瑞拉发起大规模军事行动，突袭委首都加拉加斯等地，强行控制委内瑞拉总统马杜 罗及其夫人并将他们带至美国。国际社会广泛谴责美国严重侵犯委内瑞拉主 ...