资本才是真实的表现_老虎社区_美港股上老虎 - 老虎社区

资本才是真实的表现

委内瑞拉股市单日暴涨50%！“政局变天”却引发资本狂欢？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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ngc20090380
01-07
ngc20090380
以前是被老美制裁了
- ngc20090380回复pohw:
  废话，都要接管了还制裁啥，对资本市场美国接管就是起飞懂？
- pohw:
  [微笑]现在是不被制裁了吗

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href=\"https://wallstreetcn.com/articles/3762744\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/9a723ef3d26d4130ef168f032e092e85","relate_stocks":{"UCO":"二倍做多彭博原油ETF","FISI":"金融机构","BK4211":"区域性银行","CVX":"雪佛龙","SCO":"二倍做空彭博原油指数ETF","USO":"美国原油ETF"},"source_url":"https://wallstreetcn.com/articles/3762744","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601503871","content_text":"当地时间1月6日，委内瑞拉股市单日暴涨超50%。今年以来，委内瑞拉IBC指数从约2000点飙升到接近3900点。在委内瑞拉事件发生后，指数上涨明显加速。在总统马杜罗被带离该国后，股市上涨74%。据人民日报，当地时间1月3日凌晨，美国对委内瑞拉发动空袭。委内瑞拉宣布进入国家紧急状态。市场将该事件视为该国经济与政治可能出现转折的信号，投资者对委内瑞拉资产兴趣明显上升，尤其集中在石油、基础设施及金融服务等领域。投资者情绪受到特朗普政府近期提出的石油复兴计划提振。据新华社报道，美国白宫已要求美国各大石油公司对委内瑞拉大量投资，修复委内瑞拉原油开采基础设施。该计划预计在未来十年每年向委内瑞拉石油业投入约100亿美元，总规模或超1000亿美元，旨在推动其产能恢复与国际市场接轨。该事件强化了市场对委内瑞拉摆脱长期制裁、实现经济正常化的预期。需要注意的是，加拉加斯证券交易所成立于1947年，是目前南美洲规模最小的证券交易所，实际上市交易的公司仅约15家。去年，该交易所日均交易量不足100万美元。该交易所股票的所有权主要由本地银行、金融机构及少数高净值投资者持有，市场流动性极低。这意味着，尽管单日涨幅可能表现惊人，但实际交易规模有限，价格波动易被放大，市场深度薄弱。石油资产成焦点在后马杜罗时代，委内瑞拉庞大的石油储备若向国际能源公司开放，有望吸引大量资本流入，并相应提升全球原油供应。据华尔街见闻，特朗普政府计划复兴委内瑞拉石油业，但重建该国石油基础设施并将其产量恢复至峰值水平，预计需要在未来十年内每年投资约100亿美元，总成本或超1000亿美元。业界普遍认为，在油田基础设施严重损毁、全球油价低迷及政治局势未稳的背景下，跨国石油巨头可能会在获得明确的法律保障和有利条款前将保持观望。当前，市场对委内瑞拉政权更迭及债务重组的预期显著升温，推动其主权债券与国有石油公司PDVSA债券价格大幅上涨。近几个月来，相关违约债券价格已翻倍，目前交易在面值的23-33美分区间。尽管债务重组仍面临诸多不确定性，但投资者认为，若重组进程启动，回收价值可能进一步升至50-60美分。与此同时，特朗普宣布委内瑞拉将向美方移交约5000万桶石油（价值约28亿美元），并表示销售收益将由两国共享。据央视新闻，当地时间1月6日，美国总统特朗普宣布，委内瑞拉临时政府将向美国移交3000万至5000万桶石油。这些石油将按市场价格出售，而所得资金将由特朗普进行监管，以确保这些资金用于“造福委内瑞拉人民和美国人民”。特朗普所提及的产量，相当于美国对委内瑞拉实施部分封锁前约30至50天的石油产量，远低于历史水平。受此消息影响，WTI原油价格下跌0.58%，至每桶56.8美元附近。","news_type":1,"symbols_score_info":{"QMmain":0.37,"SCO":0.37,"UCO":0.37,"CVX":2,"CLmain":0.48,"MCLmain":0.33,"USO":0.43,"FISI":1}},"isVote":1,"tweetType":1,"viewCount":365,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":18,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":519453295612632,"commentId":"519453295612632","gmtCreate":1767795015554,"gmtModify":1767795021031,"authorId":3466948177678843,"author":{"id":3466948177678843,"idStr":"3466948177678843","authorId":3466948177678843,"name":"ngc20090380","avatar":"https://static.tigerbbs.com/0e824993c69fd9cb7648de410fc9cbb7","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":519217214431816,"objectIdStr":"519217214431816","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"以前是被老美制裁了","text":"以前是被老美制裁了","html":"以前是被老美制裁了","likeSize":0,"commentSize":2,"subComments":[{"id":519632693276760,"commentId":"519632693276760","gmtCreate":1767884788126,"gmtModify":1767886702823,"authorId":3466948177678843,"author":{"id":3466948177678843,"idStr":"3466948177678843","authorId":3466948177678843,"name":"ngc20090380","avatar":"https://static.tigerbbs.com/0e824993c69fd9cb7648de410fc9cbb7","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":4205584335823350,"repliedAuthor":{"id":4205584335823350,"idStr":"4205584335823350","authorId":4205584335823350,"name":"pohw","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":519217214431816,"objectIdStr":"519217214431816","type":1,"supId":519453295612632,"supIdStr":"519453295612632","prevId":519537553015920,"prevIdStr":"519537553015920","content":"废话 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