百利好早盘分析:黄金震荡蓄势 维持多头格局
Sou Hu Cai Jing·2025-07-21 02:16

Group 1: Gold Market - The Federal Reserve is entering a quiet period, with current board member Waller reaffirming support for a 25 basis point rate cut in July, and recent data showing improved consumer inflation expectations [2] - Trade tensions between the US and EU continue, with Trump advocating for a minimum tariff of around 20% on all EU goods, planning to announce tariffs on specific industries by August 1 [2] - Analyst Mai Dong believes that factors supporting gold prices are gradually accumulating, with the market expecting the July rate decision to remain unchanged, but uncertainties remain regarding Powell's ability to maintain Fed independence under pressure [2] - On the technical side, the market formed a short-term upward trend after breaking a short-term descending channel, with a key resistance level at $3335 [2] Group 2: Oil Market - On July 19, the UK announced sanctions against Russian intelligence agencies, lowering the price cap on Russian oil exports from $60 to $47.6 per barrel, which is expected to severely impact Russia's oil industry and funding sources [4] - This action may provoke dissatisfaction among other oil-producing countries, potentially leading to increased production to compete for market share, which could negatively affect oil prices [5] - Saudi Arabia recently modified its oil production reporting standards, with the latest OPEC report indicating a market supply of 9.36 million barrels per day, while actual production was 9.75 million barrels per day [4] - The oil market opened down approximately $1.2 in response to these developments, with a focus on the support level at $65.10 [5] Group 3: Nasdaq and US Dollar - The Nasdaq index closed with a small decline, maintaining a high price level, with attention on whether it can reach new highs this week [6] - The US dollar index also closed with a small gain, trading within a range of 97.80 to 98.92, with a focus on the support level at 98.10 [7]