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总结
多家媒体报道称，美国方面宣布“抓捕/拘押”委内瑞拉总统马杜罗，并提出由美方接管或重整委内瑞拉石油产业的设想。消息引发市场对委内瑞拉原油产量、出口与制裁安排是否变化的再评估：油价出现回落，部分与委内瑞拉相关的油气公司及油股走强。投资者重点关注后续政治与安全局势走向、与国际石油公司合作与合规路径是否调整，以及由此带来的供应中断或增量对全球能源价格与风险资产的连锁影响。
正文
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