1月5日，南下资金净买入港股187.23亿港元。 其中：净买入盈富基金68.26亿、快手-W 15.56亿、小米集团-W 10.19亿、中芯国际3.6亿、中国海洋石油3.28亿、华虹半导体3.22亿、美团-W 2.79亿、阿里巴 巴-W 2.72亿、中国人寿2.45亿、南京熊猫电子股份1.05亿。净卖出腾讯控股9.18亿、中国移动4.06亿。 据统计，南下资金已连续6日净卖出腾讯，共计48.6189亿港元；连续5日净买入华虹半导体，共计9.3663亿港元；连续3日净买入中芯国际，共计15.115亿港 元；连续3日净买入小米，共计14.8281亿港元。 中国海洋石油：美国总统特朗普上周五(2日)午夜派出特种部队突袭委内瑞拉首都，俘掳总统马杜罗夫妇送至美国受审。油价在亚洲早盘下滑，受供应充足 影响，尽管市场担忧石油出口国组织(OPEC)成员国委内瑞拉的政治动荡会扰乱石油运输。布兰特原油跌向每桶60美元附近，WTI接近每桶57美元。 阿里巴巴-W：阿里巴巴集团将推出一项服务，帮助餐厅利用人工智能(AI)展示店内环境，这是其在中国餐饮领域与美团展开竞争的更广泛举措之一。 北水关注个股 快手-W：据SensorTowe ...

Group 1 - Citigroup's report indicates that Saudi Arabia and OPEC+ have been gradually lifting oil production limits since April, leading to increased market supply, aligning with President Trump's long-standing push to lower energy prices [1] - The report forecasts a weak global crude oil market in the coming quarters, with Brent crude prices expected to hover around $60 per barrel at least until the U.S. midterm elections next year [1] - Prices above $60 per barrel are likely to encourage OPEC+ to continue increasing production, with Saudi Arabia expected to play a key leadership role in stabilizing market supply and demand [1] Group 2 - Citigroup further notes that as the Trump administration prepares for the 2025 midterm elections and addresses economic pressures from high domestic interest rates, the focus may shift towards lowering overall commodity prices [2] - The report suggests that achieving this goal may involve pushing to end the Russia-Ukraine war; if unsuccessful, the U.S. may exert greater diplomatic pressure on OPEC+ to increase production and lower international oil prices [2] - The future direction of the oil market will depend on geopolitical developments, OPEC+ production strategies, and changes in U.S. domestic policies, necessitating close monitoring of actions from major oil-producing countries and U.S. policy signals in the global energy market [2]

Group 1 - The spread between Brent crude oil and Dubai crude oil has reached its highest level since September 2023 [1]

Group 1 - The core viewpoint of the articles highlights the significant rise in international oil prices due to escalating tensions in the Middle East, particularly the conflict between Israel and Iran, which has led to fears of supply disruptions [1][3][6] - On June 13, oil prices surged over 10% in a single day, with New York crude oil reaching a peak of $77.62 per barrel and Brent crude hitting $78.5, marking the largest intraday increase since the onset of the Russia-Ukraine conflict in February 2022 [1][3] - Analysts from Goldman Sachs and Wells Fargo suggest that the current spike in oil prices is driven more by panic rather than actual supply-demand changes, predicting that prices will likely fall back below $60 per barrel later this year and potentially drop to $56 or lower early next year [3][4] Group 2 - Concerns are particularly focused on the Strait of Hormuz, which is crucial for global oil supply, accounting for approximately 20% to 25% of oil and one-third of liquefied natural gas production [4][6] - The potential for Iran to block the Strait of Hormuz has raised alarms, as the narrow waterway is easily controlled by Iran, and any disruption could lead to a significant change in global oil supply dynamics [6][8] - Shipping companies are already reacting to the heightened risks, with the largest publicly listed tanker company refusing to sign new contracts for vessels passing through the Strait, indicating a shift towards more cautious maritime operations in the region [6][8]

Group 1 - Citigroup has lowered its Brent crude oil price forecast for the next three months from $60 per barrel to $55 per barrel [1] - The potential for a US-Iran agreement and the easing of sanctions could lead to Brent crude oil prices dropping to $50 per barrel [1]