Everbright Securities: Geopolitical uncertainty provides a favorable foundation for oil prices; focus on marginal changes in supply and demand by 2026.

Everbright Securities released a research report stating that the Federal Reserve has restarted the interest rate cut cycle, while risks from global trade conflicts remain uncertain. It is recommended to monitor the impact of changes in demand expectations for 2026 on oil prices.

Zhitong Finance07:13

S&P Global: Despite Low Oil Prices, Capital Expenditure of Middle Eastern State-Owned Oil Companies to Grow Over the Next Two Years

①S&P Global's report forecasts that the combined annual capital expenditure of Gulf Cooperation Council (GCC) national oil companies will increase to between $115 billion and $125 billion during 2025-2027; ②The main drivers are capacity expansion plans in the UAE and Qatar, as well as Saudi Arabia's capacity maintenance initiatives; ③National oil companies are adopting a more cautious approach to spending while increasing investment in natural gas and international operations.

cls.cn12:36

Intelligent Channel HKEX Stock Connect Capital Flow Statistics (T+2) | January 20

According to Zhitong Finance, on January 15, Alibaba-W (09988), Tencent (00700), and China Construction Bank (00939) ranked in the top three for Southbound capital inflows, with net inflows of HKD 1.954 billion, HKD 638 million, and HKD 358 million, respectively.

Zhitong Finance07:31

Multiple EU countries are considering imposing additional tariffs on US goods worth 93 billion euros destined for the European market.

①Multiple EU countries are considering imposing additional tariffs on US goods worth 93 billion euros entering the EU or restricting American companies' access to the EU market, as a countermeasure against US President Trump's imposition of tariffs on eight European countries in an attempt to acquire Greenland; ②This tariff list was drafted last year, with its suspension period expiring on February 6. The permanent representatives of the EU's 27 member states stationed at the EU headquarters discussed whether to reactivate it.

cls.cnJan 19 08:07

Zhitong HKEX Active Trading | January 16

Active Trading of Stock Connect | January 16, 2026

Zhitong FinanceJan 16 19:00

The Shanghai-Hong Kong Stock Connect saw a net inflow of HK$1.084 billion into SMIC.

Southbound capital flows recorded net inflows into Semiconductor Manufacturing International Corporation (00981.HK), Xiaomi Group (01810.HK), and Huahong Semiconductor (01347.HK), reaching HKD 1.084 billion, HKD 867 million, and HKD 585 million, respectively. Conversely, net outflows were observed in CNOOC (00883.HK) and Lion Tamer Holdings (02562.HK), amounting to HKD 108 million and HKD 42.01 million, respectively. Among the most actively traded stocks under the Shanghai-Hong Kong Stock Connect, Xiaomi Group (01810.HK) ranked highest with a net inflow of HKD 905 million, while China Mobile (00941.HK) saw the largest net outflow at HKD 1 billion.

AASTOCKSJan 16 18:25