来源：经济观察网 壳牌股价在近一周（2026年2月17日至2月23日）呈现上涨趋势，区间涨跌幅为2.92%。具体来看，2月 17日收盘价为77.20美元（单日跌1.06%），随后在2月18日受正面消息推动涨2.50%至79.13美元，2月23 日最新收盘价为80.31美元，单日涨0.66%。期间最高价触及80.94美元，最低价为76.20美元，振幅 6.07%。成交方面，区间成交额约17.54亿美元，换手率较低，显示市场交投相对平稳。 机构观点 2月16日，摩根士丹利将壳牌目标价从75.9美元上调至80.2美元，这一调整基于对公司资本回报和现金流 优化的评估。同时，全球能源价格回顾显示，截至2月20日布伦特原油期货结算价上涨5.92%至71.76美 元/桶，油价走强可能对壳牌等油气企业盈利形成支撑。 以上内容基于公开资料整理，不构成投资建议。 经济观察网 近一周，壳牌公司有多项热点事件。2月18日，特立尼达能源部长表示对壳牌和英国石油公 司的天然气项目前景持乐观态度，主要基于委内瑞拉变动带来的机遇。2月20日，有报道称壳牌正考虑 出售其在阿根廷Vaca Muerta页岩资产的部分或全部权益，交易价值可能达数十 ...

每经AI快讯，2月23日，欧洲油气类股指数创下历史新高，当日最新涨幅为1.4%。 （文章来源：每日经济新闻） ...

（原标题：美股前瞻 | 三大股指期货齐跌 特朗普关税不确定性席卷市场） 1. 2月23日(周一)美股盘前，美股三大股指期货齐跌。截至发稿，纳指期货现跌0.66%，标普500指数期 货跌0.46%，道指期货跌0.49%。 被美国最高法院裁定"非法"的关税完结在即! 15%全球新税无缝接棒。美国海关与边境保护局(CBP)表 示，将于周二美国东部时间凌晨12:01停止征收依据《国际紧急经济权力法》(IEEPA)实施的美国政府对 等关税举措——此举距美国最高法院宣告这些关税为"非法"性质征收已过去三天多。该政府机构在其货 物系统消息服务(CSMS)向托运人发布的消息中称，将自美东时间周二起停用与美国总统特朗普此前 IEEPA相关行政命令有关的所有关税政策代码。尽管在最高法院关税裁决公布之后，美国总统特朗普告 诉记者，美国政府不久后将在《1974年贸易法》第122条款下对全球征收15%的关税，但尚不清楚美国 政府是否需要退还已经征收的关税款项。 存储芯片巨头SK海力士：将扩大AI存储芯片产能以应对需求激增。在股价过去一年飙升逾四倍、创下 盈利纪录之际，SK海力士母公司SK集团董事长崔泰源承诺将显著扩大AI存储芯片产能， ...

早上好，明天是 马年 首个交易日，祝大家交易顺利， 马到成功！ 先来关注下国际局势。 俄罗斯莫斯科多个机场限制飞机起降 据央视新闻消息，当地时间22日，俄罗斯联邦航空运输署对俄首都莫斯科的伏努科沃机场、多莫杰多沃 机场、茹科夫斯基机场和谢列梅捷沃机场的飞机起降实施限制。 据悉，这些限制措施对于确保飞行安全是必要的。俄联邦航空运输署并未透露限制措施的具体细节，也 未说明这些措施将持续多久。 另据莫斯科市长索比亚宁当日在社交媒体上发布的消息，俄防空部队击落了11架飞往莫斯科的无人机。 普京：发展"三位一体"核力量是绝对优先事项 据央视新闻消息，当地时间23日是俄罗斯"祖国保卫者日"，俄罗斯总统普京发表视频讲话，表示俄罗斯 将根据国际局势的发展，基于特别军事行动中获得的战斗经验，继续开展大规模加强陆海军的工作。 普京强调，发展"三位一体"核力量依然是俄方绝对的优先事项，核力量作为俄罗斯安全的保障，能够有 效保持战略威慑和世界力量平衡。 分析人士：节后A股有望迎来结构性上涨行情 春节假期期间，全球市场并不平静。美国关税政策升级、地缘冲突持续发酵，A股市场会受到怎样的影 响？ 普京表示，俄还将全面提升各军兵种的力量、战 ...

港股马年首个交易日开盘，恒生指数低开0.18%，恒生科技指数跌0.69%。盘面上，油气板块强势，中 国海洋石油涨超2%；科网股集体走弱，阿里巴巴跌超3%。 关于港股后市 著名分析师张忆东在加盟国泰海通后，带领团队发布最新市场研判。首先，政策导向转为积极性和主动 性呵护中国股市。近期随着市场降温，上证4100点以下已经感受到托底的力量。其次，阶段性否极泰 来。港股整体卖空成交占比约19%，其中恒生科技指数卖空成交占比快速回升至21%。海外市场已出现 阶段性跌深反弹迹象，有利于港股短期反弹。 第三，保险为主的配置型战略投资者，开始趁市场调整而加大增持中国股市。第四，中国股市春季行情 的季节性规律，仍有望起作用。历史经验看，春节前市场若偏弱，节后随着资金回流与风险偏好修复， 市场往往更容易走强。中国基本面和资金面，才是决定中国股市行情的核心变量。后续各地两会、全国 两会、十五五规划实施、美国总统访华等一系列政治经济和产业层面的催化频出，内外资共振的增量资 金将推动今年春季行情。投资策略上可持股过节，享受春节红包，把握住近期市场调整倒车接客的时 机，布局2-3月的春季行情。 国联民生证券指出，港股科技前期表现显著滞涨 ...

Group 1: Market Reactions - The U.S. oil and gas sector saw a significant surge, with Occidental Petroleum rising nearly 10% [1] - International oil prices also increased, with WTI crude oil futures for March rising by 1.9% and Brent crude oil futures for April up by 1.86% [1] - Gold and silver prices experienced gains, with gold rising close to 1% and silver over 2% during trading [1] Group 2: U.S.-Iran Negotiations - The U.S. has been tightening its "timeline" regarding negotiations with Iran, with military deployments and political pressure increasing [1][2] - President Trump indicated that a decision on whether an agreement with Iran can be reached will be known in about ten days [5] - U.S. military officials have stated that all forces involved in the Middle East military buildup should be in place by mid-March [4] Group 3: Military Preparations - The U.S. military is reportedly prepared for potential military action against Iran as early as the weekend of February 21 [6] - The U.S. has deployed significant naval and aerial forces in the region, including multiple aircraft carriers and hundreds of aircraft, marking the largest military buildup since the 2003 Iraq War [10][12] - Israel has expressed readiness for any situation, indicating a strong military stance against Iran [13] Group 4: Iran's Response - Iran's President stated that the country will not yield to U.S. pressure and is simultaneously conducting military exercises while pursuing negotiations [15] - Iran has reinforced its military facilities and is prepared to respond to any military aggression [17][20] - Iran has communicated to the UN that it does not seek war but will retaliate if attacked, emphasizing its right to self-defense [18][20] Group 5: Expert Analysis - Analysts suggest that the current tensions stem from a lack of substantial progress in negotiations and the nearing completion of U.S. military deployments [22][24] - The ambiguity surrounding U.S. military objectives contrasts with previous military actions, complicating the situation further [26]

Core Viewpoint - The article discusses the measures taken by the Chinese government and energy companies to ensure energy supply during the upcoming winter season, particularly in light of a cold wave and increased heating demand. Group 1: Energy Supply Measures - The National Energy Administration has proactively arranged for sufficient coal and natural gas supply, optimized electricity dispatch, and enhanced the efficiency of new energy utilization to ensure heating and industrial production during winter [1][2]. - The State Grid has accelerated the construction of key power grid reinforcement projects, with 113 new 500 kV and above grid infrastructure projects put into operation this year, enhancing cross-regional transmission capacity [2][3]. Group 2: Coal and Electricity Supply - National coal production has maintained an average daily dispatch of over 12.3 million tons since October, with coal stockpiles at power plants reaching 227 million tons, sufficient for 35 days [3]. - The government has implemented market regulation measures to stabilize coal prices and ensure smooth energy price operations [3]. Group 3: Technological Innovations - The integration of smart technologies such as AI and digital twins is enhancing the efficiency and reliability of the energy supply system, ensuring fewer power outages during the heating season [4][5]. - The proactive repair model developed by the State Grid in Xiong'an New Area has improved power supply reliability to 99.9999%, reducing average repair times by over 30% [5]. Group 4: Renewable Energy Contributions - In the first three quarters of this year, renewable energy generation reached 2.89 trillion kWh, a 15.5% increase year-on-year, accounting for approximately 40% of total electricity generation [6]. - The "Warm Nuclear No. 1" project in Shandong is providing stable heating for 400,000 residents, demonstrating the dual benefits of nuclear heating for both public welfare and environmental protection [7]. Group 5: Oil and Gas Supply - The National Pipeline Network Group has completed 22 major operations to enhance natural gas supply, while storage facilities have been filled to meet winter demand [8]. - China National Petroleum Corporation is accelerating production and storage efforts across major oil and gas fields to prepare for peak gas usage [8]. Group 6: Systemic Energy Supply Strategy - The energy supply system in China is evolving towards a model characterized by multi-energy complementarity, intelligent scheduling, and a focus on green and low-carbon solutions [9]. - The ongoing energy supply actions are designed to provide a stable energy foundation for the public during winter, reflecting a comprehensive and systematic approach to energy management [9].

Group 1: Stock Market Performance - Technology and energy stocks were the main drivers of the US stock market's rise on Wednesday, with the "Magnificent Seven" tech stocks all closing higher, led by Amazon and Nvidia, which both saw intraday gains of nearly 3% [1] - Nvidia's stock price benefited from a new agreement with Meta to deploy millions of Nvidia chips over the coming years [1] - Amazon's stock was supported by a 65% increase in holdings from Bill Ackman's Pershing Square, despite a 77% cut in holdings by Berkshire Hathaway [1] - Major US stock indices showed gains, with the S&P 500 up 0.56% to 6881.31 points, the Dow Jones Industrial Average up 0.26% to 49662.66 points, and the Nasdaq up 0.78% to 22753.635 points [10] Group 2: Economic Data and Federal Reserve - Strong economic data, including December new housing starts and core capital goods orders, exceeded expectations, temporarily overshadowing AI-related concerns and supporting gains in major US stock indices [2] - The Federal Reserve's meeting minutes revealed internal divisions regarding interest rate decisions, with some officials advocating for the inclusion of potential rate hikes in guidance, which led to a reduction in stock gains [3] Group 3: Energy Sector - Energy stocks were boosted by a rebound in oil prices, with US oil prices rising over 5% at one point, marking the largest increase in nearly four months [33] - The potential for military action against Iran by the US has increased, contributing to the rise in oil prices, with WTI crude oil closing at $65.19 per barrel, up 4.59% [34] Group 4: Precious Metals - Gold prices initially rose above $5000 but fell back below this level after the Federal Reserve's meeting minutes were released, with spot gold closing at $4985.45, up 2.2% for the day [35][37] - Silver prices also saw significant gains, with COMEX silver futures rising 5.5% to $77.598 per ounce [38]

Core Viewpoint - The 20th Central Committee of the Communist Party of China emphasizes the need for high-quality development and comprehensive reform in the energy sector during the 14th Five-Year Plan period, addressing challenges in energy supply, low-carbon transition, and economic efficiency to meet growing energy consumption demands [1][5]. Group 1: Achievements in Energy Reform - The energy market structure has been further improved, with nearly 80% of electricity prices determined by market competition and over 970,000 registered electricity market entities [2]. - A unified national energy market system is being established, with significant progress in electricity and oil and gas markets, enhancing resource allocation efficiency [3]. - The market-oriented energy pricing mechanism is being streamlined, with competitive pricing for coal and renewable energy, and a shift in the pricing model for natural monopolies [4]. Group 2: Future Directions for Energy Reform - The next five years are critical for achieving carbon peak goals and accelerating the construction of a new energy system, focusing on overcoming systemic barriers [5][6]. - The energy supply side needs to transition towards a model dominated by renewable energy, targeting a total installed capacity of 3.6 billion kilowatts by 2035, with an annual growth of 200 million kilowatts [5]. - The energy consumption side requires mechanisms to stimulate flexibility and innovation, adapting to new business models and enhancing green energy consumption [6][10]. Group 3: Key Challenges and Mechanisms - There is a need to enhance the resilience and safety of the energy system, adapting to the dual interaction of supply and demand in the context of increasing renewable energy [7]. - The traditional energy resource allocation method is becoming inadequate, necessitating the establishment of a more effective market mechanism to reflect the costs of energy transition and security [8]. - A modern energy governance system is essential, focusing on legal frameworks, regulatory mechanisms, and international cooperation to support energy transition [11].

日本股市全线反攻。 2月18日，在亚洲多个主要市场因假期休市的背景下，日本市场成为焦点，日本股市开盘后，各大指数 全线大涨，日经225指数狂飙超700点。有分析指出，日本新政府组建临近，叠加隔夜美股市场企稳，做 多资金重返日本股市。 与此同时，美国总统特朗普宣布，日本已正式且实际地推进其5500亿美元对美投资承诺下的首批项目， 三个"大项目"涉及得州油气战略、俄亥俄州发电和佐治亚州关键矿产领域。有评论指出，首批投资或将 为高市早苗3月19日访美并与特朗普会晤铺平道路。 日本股市大涨 2月18日，日本股市高开高走，截至发稿，日经225指数大涨超710点，涨幅达1.23%，强势站稳57000点 关口，终结此前的四连跌；日本东证指数大涨1.3%至3809.18点。 日股上涨带动亚太指数，MSCI太平洋指数上涨超1%，但交易量因多个地区市场休市而明显偏低。 据央视新闻最新报道，当地时间2月18日下午，日本国会众议院首相指名选举投票开始。当天上午，高 市早苗内阁集体辞职，日本国会众参两院将先后举行首相指名选举。 根据相关规定，在首相指名选举中，议员可以投出空白票。在第一轮投票中，得票过半者即可直接胜 出，如果没有候选人 ...