In order to manage lower oil prices, Chevron concentrated on reducing expenses and increasing operational effectiveness. As a result, the company's fourth-quarter profits decreased from the previous y... ...

Market Movements - US stock index futures are all down, with Dow futures down 0.32%, S&P 500 futures down 0.37%, and Nasdaq futures down 0.49% [1] - European indices show positive movement, with Germany's DAX up 1.04%, UK's FTSE 100 up 0.45%, France's CAC40 up 0.76%, and the Euro Stoxx 50 up 1.04% [2][3] - WTI crude oil is down 0.61% at $65.02 per barrel, while Brent crude oil is down 0.73% at $69.08 per barrel [3][4] Market News - Trump's nomination of Kevin Warsh for the Federal Reserve chair may face hurdles due to ongoing investigations, with some Republican senators indicating they will block nominations until legal issues are resolved [5] - The financial market perceives Warsh as a more hawkish candidate compared to current chair Powell, potentially leading to tighter monetary policies [5] - Gold and silver prices have seen significant declines, with gold dropping over 5% to $5,099 per ounce and silver down over 12% to $101.4 per ounce, raising concerns about the sustainability of recent price increases [6] - The temporary agreement between Trump and Senate Democrats aims to prevent a government shutdown, although further negotiations are ongoing [6] Investment Strategies - Bank of America indicates that global stock markets are flashing sell signals, with 89% of MSCI stock index prices above their 50-day and 200-day moving averages, surpassing the 88% threshold considered a sell signal [7] - Jeff Gundlach, known as the "new bond king," advises avoiding the US market due to high inflation and a weakening dollar, recommending a 30%-40% allocation to non-US stocks, particularly emerging markets [8] Company News - Apple reported record Q1 earnings of $143.8 billion, a 16% year-over-year increase, driven by a 23% increase in iPhone revenue to $85.3 billion, with significant growth in the Greater China region [9] - Apple CEO Tim Cook announced a partnership with Google to develop a more personalized Siri, while also warning of supply constraints due to 3nm chip production limitations [10] - Sandisk's Q2 revenue is projected to grow 61.2% to $3.03 billion, exceeding market expectations, with a strong performance in data center and consumer segments [11] - Western Digital reported a 25% increase in revenue to $3.02 billion, with net profit surging 296%, driven by AI infrastructure demand [12] - KLA Corporation's Q2 revenue grew 7.2% to $3.3 billion, benefiting from AI infrastructure expansion, but concerns about valuation risks have emerged [13] - Visa's Q1 adjusted earnings were $3.17 per share, a 15% increase, with total payment volume reaching $3.87 trillion, exceeding expectations [14] - ExxonMobil's Q4 adjusted net profit was $1.71 per share, driven by increased oil production and refining margins, while Chevron's Q4 adjusted earnings were $1.52 per share, with plans for production growth [15][16] - Coterra Energy and Devon Energy are reportedly in talks for a potential merger, which could be one of the largest oil and gas deals in recent years [17]

智通财经APP获悉，由于美国墨西哥湾和哈萨克斯坦的供应增长带动石油产量激增，雪佛龙(CVX.US) 第四季度业绩超出分析师预期，这有助于缓解原油价格下跌的影响。第四季度调整后净利润为每股1.52 美元，比分析师平均预期高出0.14美元。与此同时，雪佛龙将股息提高4%至每股1.78美元，但比预期低 0.1美元。营收为468.7亿美元（同比下降10.3%），高于市场预期。 由于哈萨克斯坦腾吉兹等地的新供应投入使用，以及公司整合了从赫斯收购中获得的资产，四季度产量 比上年同期增长了20%以上，达到每天 405 万桶。 雪佛龙公司公布该季度净利润为 27.7 亿美元，即每股 1.39 美元，与去年同期净利润 32.4 亿美元(即每 股 1.84 美元)相比下降了约 14%。 雪佛龙首席财务官Eimear Bonner在接受采访时表示："我们之前谈到的现金流拐点和现金创造目标—— 我们在2025年实现了。我们说到做到，这确实让我们处于有利地位。" 雪佛龙预计今年将实现更多增长，产量预计将增长7%至10%，主要来自圭亚那和东地中海地区的油 田。雪佛龙首席执行官Mike Wirth去年大部分时间都在裁员、降低运营成本，并完 ...

Despite President Donald Trump‘s call for increased investment in Venezuela, Chevron Corporation (NYSE:CVX) has decided to maintain its current level of capital spending in the country, the U.S. oil major’s finance chief told the Financial Times on Friday. Chevron Continues To Engage With The AdministrationEimear Bonner said the company will not be increasing its capital spending in Venezuela this year. Bonner added that the company is currently producing 250,000 barrels a day and saw the potential to grow ...

Both Chevron and Exxon Mobil both said production of oil and gas reached historic levels, but also saw profit and revenue decline as energy prices fell. ...

Group 1: Chevron's Strategic Moves - Chevron Corp is negotiating with the Trump administration to expand its Venezuela oil license, aiming to boost exports to 300,000 barrels per day by March [1] - The Trump administration's willingness to expand licenses marks a sharp reversal from previous sanctions policy, aligning with Chevron's global expansion strategy [4] Group 2: Market Performance and Investor Sentiment - Chevron's stock surged 12.3% year-to-date through January 29, hitting a 52-week high of $174.92, outperforming the broader energy sector [2] - The rally reflects investor confidence that expanded Venezuela operations could offset the 26.6% year-over-year earnings decline Chevron reported in Q3 2025 [2] Group 3: Economic Considerations - Venezuelan heavy crude trades at steep discounts to benchmark WTI, which is around $60 per barrel, providing Chevron with a margin advantage due to its optimized refining infrastructure [3] - Oil prices have stabilized after an 18% decline from early 2025 peaks, making current economics viable but leaving little room for error [3] Group 4: Future Considerations - Investors should monitor oil price stability and regulatory follow-through, as a drop in WTI below $55 per barrel could deteriorate project economics [5] - Chevron has positioned itself to profit from a rare alignment of commodity prices, refining capacity, and political opportunity [5]

Annual profits shrank for Exxon Mobil and Chevron, the U.S.’s two largest oil companies, even though they increased oil and gas production, as oil prices ended 2025 down 20% a barrel https://t.co/qRXPdrjQai ...

本文源自：金融界AI电报 雪佛龙(CVX.N)：预计第一季度股票回购规模为25亿至30亿美元。 ...

格隆汇1月30日｜由于美国墨西哥湾和哈萨克斯坦的供应增长推动原油产量激增，抵消了油价下跌的影 响，雪佛龙公司的业绩超出了分析师的预期。雪佛龙第四季度调整后净利润为每股1.52美元，比调查的 平均预期高出14美分。公司将股息提高了4%至每股1.78美元，比预期低1美分。雪佛龙预计今年将进一 步增长，产量预计增长约8%，主要来自圭亚那和东地中海的油田。雪佛龙备受华尔街推崇的支出纪律 正面临来自特朗普的压力，后者希望雪佛龙在委内瑞拉进行大规模投资。雪佛龙计划在未来两年内将委 内瑞拉的产量提高50%，但据副董事长Mark Nelson称，公司将利用现有的地面设备和其他资产，这表 明其资本预算不会发生重大变化。 ...

Group 1 - Shares of both companies have risen over the past year [1] - U.S. oil prices are projected to end 2025 down 20% a barrel [1]