一周热榜精选：以色列空袭伊朗引爆火药桶！黄金原油多头回归

Market Overview - The US dollar index experienced a downward trend this week, hitting a three-year low due to lower-than-expected CPI data, which fueled strong expectations for interest rate cuts by the Federal Reserve [1] - Spot gold prices rose significantly, supported by a weak dollar, increased rate cut expectations, and geopolitical tensions, reaching $3445 per ounce [1] - Silver prices continued to rise, hovering at the highest levels since 2011, closing at $36.33 per ounce [1] Oil Market - International crude oil prices surged due to escalating tensions in the Middle East, with WTI crude oil futures rising over 13% to exceed $77 per barrel, marking a high not seen since February [2] Investment Insights - UBS Global Wealth Management recommends strategic investments in Chinese stocks, citing that trade risks have peaked and more policy support may be forthcoming [5] - Paul Tudor Jones predicts a shift to a "super dovish" stance by the Federal Reserve next year, potentially leading to a 10% depreciation of the US dollar [5] - Daniel Ghali from TD Securities suggests that silver prices could rise further to $40 and challenge historical highs of $50 by year-end [5] - Optimism for the US stock market is growing, with Morgan Stanley and Goldman Sachs projecting a 10% increase in the S&P 500 index by year-end, reaching a target of 6500 points [5] Major Events - Israel launched a significant military operation against Iran, targeting over 100 sites, which has heightened geopolitical tensions and could impact market stability [6] - The US government has not participated in Israel's military actions but has coordinated with Israel, emphasizing a desire for Iran to return to negotiations [7] Economic Indicators - The US CPI data for May showed a year-on-year increase of 2.4%, below expectations, leading to heightened expectations for interest rate cuts by the Federal Reserve [12] - The US tariff revenue reached $23 billion in May, a 270% increase year-on-year, reflecting the impact of new tariff policies [10][11] Corporate Developments - 17 major automotive companies in China have committed to a payment term of no more than 60 days to suppliers, aiming to foster a collaborative ecosystem in the industry [22] - Pop Mart's stock price has surged nearly 13 times over the past year and a half, driven by popular IPs like LABUBU, with significant auction results boosting investor interest [25]