$Vistra(VST.US) basically didn't move, $CNOOC(00883.HK) dipped slightly, and $United States Oil Fund LP(USO.US) rose by over one percentage point. The energy sector showed a divergence between Hong Kong and US markets today: US stocks $Vistra(VST.US) (nuclear + gas mix) and $United States Oil Fund LP(USO.US) are driven by AI power demand + Middle East geopolitical premium; Hong Kong stock $CNOOC(00883.HK) was weighed down by RMB exchange rate fluctuations and pressure from downstream refining demand.
WTI settled at $70.57, the Iran situation has heated up in the short term, with the oil price center rising and AI power demand adding up, the traditional energy sector's overall forward PE valuation repair space still exists.
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