以色列空袭伊朗，地缘政治风险重燃下金价、油价齐飞，金价或将再创新高

Group 1: Gold Market Insights - Analysts predict that if geopolitical tensions escalate, gold prices may surpass previous highs and reach new historical peaks, driven by increased demand for gold as a safe-haven asset [1][4] - Following the Israeli airstrikes on Iran, gold prices rose by 1.4%, reaching a weekly high of $3424.79 per ounce, just $70 below the historical record of $3500.10 set in April [3] - The ongoing geopolitical risks in the Middle East are expected to be a primary driver for gold prices in the short term, with potential for further increases if conflicts escalate [4][5] Group 2: Inflation and Federal Reserve Impact - Recent U.S. inflation data showed a lower-than-expected increase, with the Consumer Price Index (CPI) rising only 0.1% month-over-month, leading to a reassessment of Federal Reserve monetary policy and boosting gold prices [3][5] - The market is anticipating a 70% probability of a Federal Reserve rate cut in September, which could further support gold prices [3] Group 3: Oil Market Dynamics - Oil prices surged over 10%, with WTI crude reaching $74.99 per barrel and Brent crude at $76.48 per barrel, amid fears of escalating conflict in the Middle East [6] - Analysts warn that if tensions escalate, oil prices could potentially rise to $120-$130 per barrel, particularly if Iran retaliates against U.S. or Israeli targets [6] - The geopolitical risks in the Middle East are causing significant concern in the oil market, as the region accounts for one-third of global oil production [6]