Oil Futures Rise After Ukraine Strike on Russian Oil Port -- Market Talk

WSJNov 14 21:03

Southbound Funds Tracker | This week’s net purchases amounted to approximately HKD 24.8 billion, with continued increased positions in Xiaomi and CNOOC while selling off Alibaba.

①Southbound funds recorded a net inflow of approximately HKD 24.8 billion this week. Which individual stocks are receiving increased capital allocations? ②Xiaomi Group has seen cumulative fund inflows exceeding HKD 5.9 billion over the past seven days. How has its share price performed this week?

cls.cnNov 14 18:45

CNOOC (600938): Strengthened Cost Advantage per Barrel of Oil; Continued Increase in Oil and Gas Production

Event: Revenue for the first three quarters of 2025 amounted to RMB 312.503 billion, representing a year-on-year decrease of 4.15%. Net profit attributable to shareholders reached RMB 101.971 billion, reflecting a year-on-year decline of 12.59%. Commentary: The fall in oil prices has impacted the company’s revenue.

Dongxing SecuritiesNov 14 13:32

Goldman Sachs follows the IEA's lead: postpones peak oil demand forecast to 2040.

Following the International Energy Agency, Goldman Sachs revised its outlook for oil demand and adopted an optimistic stance.

Zhitong FinanceNov 14 12:33

The 'centrists' are beginning to waver, with 'an increasing number of' senior officials 'unwilling to ease further.' The Fed may face 'two choices' in December.

The stances of the Federal Reserve’s ‘dovish’ and ‘centrist’ members have shown signs of shifting, revealing hesitation toward further monetary policy easing. This has caused the probability of a Federal Reserve rate cut in December to drop from 67% earlier this week to around 49%. According to an analysis by Nick Timiraos, a reporter for The Wall Street Journal, the outcome of the December meeting appears to be leaning toward 'two options': either maintaining the current interest rate or, if a rate cut is implemented, setting a higher threshold for future easing through policy guidance.

wallstreetcnNov 14 11:42

Goldman Sachs: No major breakthroughs in low-carbon technology development; raises global oil demand forecast

Goldman Sachs believes that global oil demand growth will extend longer than previously expected due to robust energy demand. It forecasts that oil demand will increase from 103.5 million barrels per day last year to 113 million barrels per day by 2040, whereas Goldman Sachs previously anticipated that oil demand would peak in 2034. The firm stated that bottlenecks in the development of low-carbon technologies and infrastructure, along with growing energy demand, are the main factors behind the adjustment of its oil demand forecast. Meanwhile, petrochemical products will be a major driver of oil demand, with the aviation industry also making significant contributions. However, Goldman Sachs cautioned that long-term oil demand forecasts are highly uncertain and often subject to change.

AASTOCKSNov 14 10:59