重磅,以总理决定全面占领加沙!泽连斯基呼吁对俄制裁!特朗普称将宣布新任美联储主席!金银齐飞,国际油价持续下跌
Qi Huo Ri Bao·2025-08-05 23:44

Group 1: Precious Metals Market - International precious metals futures generally rose, with COMEX gold futures up 0.25% at $3435 per ounce and COMEX silver futures up 1.36% at $37.835 per ounce [1] Group 2: Geopolitical Developments in Gaza - Israeli Prime Minister Netanyahu is strongly inclined towards a full occupation of the Gaza Strip, with the Israeli military currently controlling about 75% of the area [3] - A new plan to occupy the remaining areas will be submitted for a vote by the Israeli security cabinet on August 7 [3] Group 3: Ukraine Conflict and International Relations - Ukrainian President Zelensky supports the U.S. proposal for an immediate ceasefire and has attempted various dialogue forms to end the Russia-Ukraine conflict [4] - Zelensky emphasized the need for international pressure on Russia, particularly from the U.S., and highlighted the importance of sanctions on Russian oil exports [4] Group 4: U.S. Federal Reserve Leadership - President Trump indicated that he may soon announce the new chair of the Federal Reserve, narrowing down potential candidates to four, excluding Treasury Secretary Scott Benczkowski [5] Group 5: Oil Market Trends - International oil prices are under pressure due to OPEC+'s decision to increase oil production by 547,000 barrels per day starting in September, signaling a shift away from previous production cuts [6] - The market anticipates sufficient global oil supply in the second half of the year, which may lead to a downward adjustment in oil prices [6] Group 6: Geopolitical and Economic Influences on Oil Prices - Recent geopolitical tensions, including U.S. sanctions on Iran and threats against Russia, have initially caused oil prices to rise, but market sentiment is now adjusting as these sanctions are perceived as potential deterrents rather than immediate actions [7] - Concerns about a slowing U.S. economy, highlighted by disappointing non-farm payroll data, are also influencing oil market dynamics [7] Group 7: Future Oil Price Projections - If Trump enforces secondary sanctions on Russian oil trade, countries like India and Turkey may reduce their purchases, potentially leading to a short-term spike in oil prices [8] - However, such sanctions could also harm the global economy and increase concerns about declining oil demand in the long term [8] Group 8: Inventory and Supply Dynamics - Current global oil inventory pressures are manageable, but increasing supply and seasonal demand decline may accelerate inventory accumulation, exerting downward pressure on prices [9] - China's crude oil imports increased by 7.1% month-on-month and 7.4% year-on-year in June, indicating a slight uptick in demand from independent refineries [9]