百利好早盘分析：美国政要发声 避险情绪助涨

Group 1: Gold Market - Federal Reserve official Bostic reiterated expectations for a rate cut this year, briefly suppressing gold prices around $3295 [2] - Concerns arose after Treasury Secretary Mnuchin indicated plans to seek a successor for Fed Chair Powell, alongside Trump's comments reigniting focus on the trade war with China [2] - Analyst Mai Dong noted that the return of U.S.-China tariff issues shifted market focus, leading to a rebound in gold prices [2] - Technically, gold showed a bullish trend with support at $3250 and a key resistance level at $3320 [2] Group 2: Oil Market - Geopolitical tensions eased, reducing potential supply risks, with OPEC+ expected to maintain a production increase of 411,000 barrels per day in August [4] - Trump's call to lower oil prices and encourage shale oil production, combined with profit-taking during the Iran conflict, led to a rapid decrease in net long positions in oil [5] - Seasonal demand remains strong due to summer travel peaks in Europe and the U.S., with ongoing positive signals from tariff negotiations [5] - Technically, the oil market is in a range between $63.95 and $66.90, suggesting a strategy of buying low and selling high within this range [5] Group 3: Nasdaq and Dollar Index - The Nasdaq continued its upward trend but faced pressure from Trump's criticisms of China [7] - The U.S. dollar weakened, breaking below the previous low of 96.97, with a focus on potential pullbacks around 97.20 [8]