国际原子能机构宣布伊朗违反核不扩散条约 市场要闻与重要数据 1、纽约商品交易所7月交货的轻质原油期货价格下跌11美分，收于每桶68.04美元，跌幅为0.16%；8月交货的伦敦 布伦特原油期货价格下跌41美分，收于每桶69.36美元，跌幅为0.59%。SC原油主力合约收涨0.67%，报494元/桶。 2、由35个成员国组成的国际原子能机构理事会周四通过一项决议，正式宣布伊朗违反了核不扩散义务，这是近20 年来的第一次。"理事会发现，自2019年以来，伊朗多次未能履行其义务，就伊朗多个未申报地点的未申报核材料 和活动向原子能机构提供充分和及时的合作，构成不遵守国际原子能机构保障协议规定的义务"，国际原子能机构 理事会决议文本称。伊朗谴责国际原子能机构的决议，称这是一个没有技术或法律基础的"政治"决定，计划对此 采取额外反制措施。（来源：Bloomberg） 原油日报 | 2025-06-13 3、即便美国总统特朗普决定退出，G7多数国家仍准备单独行动，下调对俄罗斯石油的价格上限。G7领导人定于6 月15日至17日在加拿大会晤，届时将讨论2022年底首次达成的油价上限机制。该机制规定，俄罗斯石油若以不超 过60美元 ...

Group 1: Market News and Important Data - The price of light crude oil futures for June delivery on the New York Mercantile Exchange rose 20 cents to settle at $62.69 per barrel, a gain of 0.32%; the price of Brent crude oil futures for July delivery rose 13 cents to settle at $65.54 per barrel, a gain of 0.20%. The main SC crude oil contract closed up 0.87% at 465 yuan per barrel [1] - Trump said he had a 2 - hour call with Putin, and "Russia - Ukraine will immediately start negotiations for a cease - fire and more importantly, to end the war". Putin said the call was rich and candid, and Russia advocates a peaceful solution to the Ukraine crisis [1] - Goldman Sachs is cautious about the oil price outlook. It maintains its forecast for Brent/WTI crude oil prices at $60/$56 for the rest of 2025 and $56/$52 for 2026, lower than forward prices. It has raised its forecast for Iranian crude supply to 3.6 million barrels per day from the second half of 2025 to 2026 [1] - The EU Commission's trade commissioner will propose to G7 finance ministers to lower the current $60 per - barrel price cap on Russian seaborne oil. EU officials suggest reducing it to $50 per barrel [1] - Trump's tax - cut bill, worth trillions of dollars, got approval from a key House committee, but faced obstacles earlier due to demands from conservative Republicans [1] Group 2: Investment Logic - Global refinery profits have significantly recovered recently, with gasoline and fuel oil crack spreads rebounding and diesel crack spreads also rising. Reasons include supply disruptions at refineries, strong demand in Africa and Latin America, reduced exports from some major countries, and refinery closures in the US and Europe. In the short - term, crack spreads will remain firm [2] Group 3: Strategy - The short - term outlook for oil prices is neutral, and a medium - term short position is recommended [3]

⑤国际贵金属期货普遍收跌，COMEX黄金期货跌1.03%报3299.20美元/盎司，COMEX白银期货跌2.25% 报32.82美元/盎司； ⑥国际油价大幅走低，美油主力合约收跌3.64%，报58.22美元/桶；布伦特原油主力合约跌3.37%，报 61.15美元/桶； ⑦纽约尾盘，美元指数涨0.43%报99.64，离岸人民币对美元跌2个基点报7.2689； ⑧伦敦基本金属收盘全线下跌，LME期铜跌3.40%报9125.50美元/吨，LME期铝跌3.18%报2391.50美元/ 吨； ①美国三大股指收盘涨跌不一，道指涨0.35%报40669.36点，标普500指数涨0.15%报5569.06点，纳指跌 0.09%报17446.34点； ②大型科技股多数下跌，特斯拉跌逾3%，亚马逊跌逾1%，脸书跌近1%，谷歌跌0.85%，英伟达跌 0.09%，微软涨0.31%，苹果涨0.61%； ③热门中概股涨跌不一，嘉楠科技跌近10%，百胜中国跌超7%，小马智行跌逾5%，霸王茶姬跌逾5%， 蔚来跌逾4%，好未来跌逾3%。涨幅方面，世纪互联涨超11%，金山云涨逾9%，万国数据涨超5%，路 特斯科技涨逾5%； ④欧洲三大股指收盘小 ...