随着投资者将目光转向即将发布的季度财报，标普500金融指数大幅走高。市场预期，标普500成分股中 的金融行业在去年12月当季的盈利将实现同比6.7%的增长。高盛涨3.8%，花旗涨3.7%，摩根大通涨 2.6%，美银涨1.7%，高盛与摩根大通均创下历史新高。 明星科技股涨跌互现，特斯拉涨3.1%，亚马逊涨2.9%，Meta涨1.3%，谷歌涨0.6%，微软平盘，英伟达 跌0.4%，苹果跌1.4%，甲骨文跌1.6%。 【热门股表现】 能源板块走强，市场预期相关企业将从委内瑞拉石油基础设施重建中获益。雪佛龙涨5.1%，该公司目 前在委内瑞拉已有业务布局，而委内瑞拉拥有全球最大的已探明石油储量。埃克森美孚涨2.2%。与此 同时，有望助力委内瑞拉能源重建的油田服务公司表现不俗，哈里伯顿、斯伦贝谢分别上涨7.8%和近 9%。 美国合众银行财富管理部高级投资策略师哈沃斯（Rob Haworth）表示："能源股的大涨，主要是市场预 期特朗普总统将推动美国企业加大对委内瑞拉的投资，最终实现盈利增长。"他补充道，"美国并未计划 在当地长期驻军，也不会开展持续性军事介入，这意味着整体股市可以不必担忧局势演变为长期冲突， 从而消除了一 ...

委内瑞拉总统马杜罗出庭，国际油价收涨超1.5%。 *三大股指高开高走，标普500收复6900点； *中长期美债收益率回落，10年期美债报4.16%； *金融板块发力，高盛、摩根大通创历史新高。 尽管美国上周末对委内瑞拉采取军事行动，但受原油价格上涨以及投资者押注此举不会引发冲击市场的 大规模地缘政治冲突影响，美股周一上涨。截至收盘，道指涨594.79点，涨幅1.23%，报48977.18点， 盘中首次突破49000点创下历史新高，纳指涨0.69%，报23395.82点，标普500指数涨0.64%，报6902.05 点。 【热门股表现】 能源板块走强，市场预期相关企业将从委内瑞拉石油基础设施重建中获益。雪佛龙涨5.1%，该公司目 前在委内瑞拉已有业务布局，而委内瑞拉拥有全球最大的已探明石油储量。埃克森美孚涨2.2%。与此 同时，有望助力委内瑞拉能源重建的油田服务公司表现不俗，哈里伯顿、斯伦贝谢分别上涨7.8%和近 9%。 中概股低开高走，纳斯达克中国金龙指数涨0.49%，拼多多涨2.9%，京东涨0.4%，阿里巴巴涨0.3%，百 度跌0.4%，网易跌1.7%。 【市场概述】 据央视新闻报道，当地时间1月5日，遭美 ...

Group 1 - Michael Burry has been holding shares of Valero Energy since 2020 and is increasingly optimistic about this investment as the U.S. plans to engage more deeply in revitalizing Venezuela's oil industry [2][6] - Burry emphasizes that many refineries along the Gulf Coast are designed to process Venezuelan heavy crude oil, which has led to suboptimal production using inferior crude materials over the years [2][6] - Following the recent political changes in Venezuela, including the removal of President Nicolás Maduro, there is a renewed call for U.S. oil companies to invest in Venezuela [2][6] Group 2 - Valero Energy's core advantage lies in its ability to process heavy crude oil, and even a gradual recovery in Venezuelan oil supply could benefit smaller refining companies like PBF Energy and HF Sinclair [3][7] - Analysts on Wall Street suggest that if Venezuelan oil supply increases, Valero Energy will be the biggest beneficiary, with its stock rising approximately 10% following this news [3][7] - The aging oil infrastructure in Venezuela presents a significant investment opportunity for U.S. oilfield service companies, as large-scale repair projects are anticipated [3][7] Group 3 - Burry holds shares in Halliburton and sees potential in Schlumberger and Baker Hughes, which may participate in the reconstruction of Venezuela's pipelines and refineries [3][7] - The aging state of Venezuela's oil pipelines and refineries indicates that repair contracts will likely go to U.S. contractors [3][7] - Companies like Chevron have already entered the Venezuelan market, and long-standing lawsuits from firms like ExxonMobil may soon see resolutions if the U.S. takes control of Venezuelan affairs [3][7]

1月5日，中曼石油盘中上涨2.04%，截至14:23，报23.52元/股，成交4.58亿元，换手率4.23%，总市值 108.74亿元。 资金流向方面，主力资金净流入1062.27万元，特大单买入1740.00万元，占比3.80%，卖出1373.05万 元，占比3.00%；大单买入1.11亿元，占比24.32%，卖出1.04亿元，占比22.80%。 中曼石油所属申万行业为：石油石化-油服工程-油田服务。所属概念板块包括：天然气、中盘、社保重 仓、融资融券、可燃冰等。 截至9月30日，中曼石油股东户数3.01万，较上期减少32.03%；人均流通股15360股，较上期增加 47.13%。2025年1月-9月，中曼石油实现营业收入29.85亿元，同比减少2.18%；归母净利润4.53亿元，同 比减少32.18%。 分红方面，中曼石油A股上市后累计派现9.79亿元。近三年，累计派现7.71亿元。 机构持仓方面，截止2025年9月30日，中曼石油十大流通股东中，大成新锐产业混合A（090018）位居 第三大流通股东，持股1126.34万股，相比上期增加441.24万股。大成产业趋势混合A（010826）位居第 六大流通 ...

中海油田服务股份有限公司于2025年12月29日与中国银行燕郊分行订立最新理财协议，使用自有资金人 民币10亿元购买两笔结构性存款产品。此前已于2025年12月17日及12月25日与中国银行天津海洋支行、 燕郊分行订立此前理财协议，合计购买人民币20亿元理财产品。上述交易经合并计算后构成须予披露的 交易，符合香港上市规则通知及公告要求，获豁免股东批准。交易不构成关连交易，旨在提高闲置资金 收益。 12月31日主力资金净流出853.82万元，占总成交额7.89%；游资资金净流入616.3万元，占总成交额 5.7%；散户资金净流入237.52万元，占总成交额2.2%。 公司公告汇总 中海油服H股公告-购买理财产品 截至2025年12月31日收盘，中海油服(601808)报收于14.04元，上涨0.07%，换手率0.26%，成交量7.71万 手，成交额1.08亿元。 当日关注点 交易信息汇总资金流向 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 来自交易信息汇总：12月31日主力资金净流出853.82万元，占总成交额7.89%。 来自公 ...

于2025年12月17日，公司曾与中国银行天津海洋支行订立中国银行此前理财协议，以自有资金合计人民 币10亿元购买两笔理财产品。 智通财经APP讯，中海油田服务(02883)公布，于2025年12月29日，公司与中国银行燕郊分行订立中国银 行最新理财协议。根据中国银行最新理财协议，公司同意以自有资金合计人民币10亿元购买两笔理财产 品。 于2025年12月25日，公司曾与中国银行燕郊分行订立中国银行此前理财协议，以自有资金合计人民币10 亿元购买两笔理财产品。 ...

Core Viewpoint - China National Offshore Oil Corporation (CNOOC) Services has recently purchased a total of 3 billion RMB in bank wealth management products, indicating a strategic move to manage its financial assets effectively [1] Group 1: Recent Transactions - On December 29, 2025, the company entered into a new wealth management agreement with the Bank of China Yanjiao Branch, agreeing to invest 1 billion RMB in two wealth management products [1] - On December 17, 2025, the company had previously signed a wealth management agreement with the Bank of China Tianjin Ocean Branch, also committing 1 billion RMB to two wealth management products [1] - On December 25, 2025, the company again partnered with the Bank of China Yanjiao Branch under a prior agreement, investing another 1 billion RMB in two wealth management products [1]

Core Viewpoint - CNOOC Oilfield Services (02883.HK) has entered into a new wealth management agreement with Bank of China, committing to invest a total of RMB 1 billion in two financial products [1] Group 1 - On December 29, 2025, the company signed a wealth management agreement with Bank of China Yanjiao Branch, agreeing to invest RMB 1 billion using its own funds [1] - On December 17, 2025, the company had previously signed a wealth management agreement with Bank of China Tianjin Ocean Branch, also committing RMB 1 billion in two financial products [1] - On December 25, 2025, the company entered into another wealth management agreement with Bank of China Yanjiao Branch, again investing RMB 1 billion [1]

Group 1 - The core viewpoint of the news is that CNOOC Development's stock has shown a slight increase recently, with a current price of 3.87 yuan per share and a market capitalization of 39.339 billion yuan [1] - As of September 30, 2025, CNOOC Development reported a revenue of 33.947 billion yuan, representing a year-on-year growth of 0.81%, and a net profit attributable to shareholders of 2.853 billion yuan, which is a 6.11% increase compared to the previous year [2] - The company has distributed a total of 4.747 billion yuan in dividends since its A-share listing, with 3.354 billion yuan distributed in the last three years [3] Group 2 - The stock has experienced a decline of 6.41% year-to-date, but has seen a slight increase of 0.52% over the last five trading days [1] - The main business segments of CNOOC Development include energy logistics services (51.51% of revenue), energy technology services (35.37%), and low-carbon environmental and digital services (17.13%) [1] - As of September 30, 2025, the number of shareholders increased by 10.86% to 74,000, while the average circulating shares per person decreased by 9.79% to 137,449 shares [2]

12月23日晚间，仁智股份（002629）发布公告，公布关于投资者诉公司证券虚假陈述责任纠纷的诉讼案 最新进展。根据广东高院的终审判决，公司需向120名投资者赔偿损失金额共计约803万元。 根据仁智股份2024年10月15日发布的公告，本案案情概述为：2020年9月21日，仁智股份收到中国证券 监督管理委员会浙江监管局下发的《行政处罚决定书》。根据该决定书，公司信息披露存在违法行为。 朱*其等177名投资者以公司存在证券虚假陈述为由，向深圳中院提起诉讼。诉讼请求为请求判令被告赔 偿原告177名投资者损失共计超过1770万元，并要求被告承担诉讼费。 近日，公司收到广东高院的民事裁定书和民事判决书。 在民事裁定书中，广东高院准许公司撤回对王*丰、杨*两人的上诉。 民事判决书中，公司作为被告。广东高院认为一审判决认定事实清楚，适用法律正确，依法应予维持。 公司的上诉理据不足，依法应予驳回，维持原判，本判决为终审判决。故二审判决公司向120名投资者 赔偿损失金额共计803万元。 （1）驳回原告陈*齐等20人的全部诉讼请求； （2）被告仁智股份支付原告张*花等122人共计约803万元，负担案件受理费共计超14万元； （ ...