美伊核协议谈判近达成！黄金飙升原油暴跌，金融市场杀疯了

Group 1: Gold Market - Gold prices are rising due to increased international risk aversion and weak economic data from the US, which showed commercial crude oil inventories at 441.8 million barrels, an increase of 3.5 million barrels, far exceeding market expectations of a decrease of 1.1 million barrels [1] - The market remains optimistic about the long-term outlook for gold, driven by complex global trade finance conditions, potential passive easing of monetary policies, and inflationary pressures [3] Group 2: Oil Market - International oil prices are under significant downward pressure due to concerns that a US-Iran agreement could lead to the return of Iranian oil to the international market, exacerbating supply surplus [2] - OPEC's monthly report has lowered the global daily oil demand growth forecast for 2025 from 1.45 million barrels to 1.3 million barrels, contributing to supply concerns [2] - OPEC+ may accelerate production by 411,000 barrels per day in July, further increasing supply worries [2] Group 3: Commodity Market - Domestic commodity futures market shows mixed results, with PVC recovering above 5000 yuan/ton, and main contracts for alumina and caustic soda also rebounding [2] - SC crude oil main contract fell over 4%, leading the decline in the domestic commodity market, while precious metals also weakened with main contracts for gold and silver dropping over 3% and 2% respectively [2] Group 4: Global Stock Market - Global stock markets performed positively, with the London FTSE 100 index rising by 48.74 points, or 0.57%, led by pharmaceutical stocks [2] - The Tokyo stock market also showed strength, with the Nikkei 225 index increasing by 539.00 points, or 1.43%, surpassing the 38,000-point mark [2]