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总结
多家美媒报道，受委内瑞拉局势与相关行动预期扰动，油价走强并带动美股能源板块及大盘上行，道指一度大涨并创纪录，标普500与纳指同步走高；但部分油气个股在板块普涨中反而回落。特朗普表示，美国可能让石油公司因重建委内瑞拉基础设施等投入获得“补偿”。市场短期内将雪佛龙视为潜在最大受益者之一，不过分析认为，油企在当地恢复生产、投资落地与兑现收益仍将面临漫长流程、政策不确定性与地缘政治风险。
正文
Venezuela Fuels Broad Sector Rally But These Oil And Gas Plays Slide Investor's Business Daily Trump says the U.S. may reimburse oil companies for rebuilding Venezuela's infrastructure NBC News Trump says oil companies could be 'reimbursed' for Venezuela spending USA Today Stock market today: Dow jumps 600 points to record, S&P 500 and Nasdaq rally as oil stocks surge after Venezuela strike Yahoo Finance The market has anointed Chevron the big Venezuela winner. But oil majors face a long road before any payoff CNBC
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