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特朗普多重政策冲击 贵金属续升
Jin Tou Wang·2025-08-06 07:12

Market Overview - The US dollar index experienced range-bound fluctuations, ultimately closing up 0.02% at 98.727 after a brief dip following the release of US services PMI data [2][3] - Spot gold saw a V-shaped reversal, reaching a peak of $3390 per ounce before closing up 0.22% at $3380.86, marking a near two-week high [2][3] - Spot silver rose for the third consecutive day, closing up 1.06% at $37.81 per ounce [2][3] Economic Indicators - The US trade balance recorded a deficit of $60.2 billion in June, the smallest since September 2023, while July's services PMI and new orders index fell short of expectations, indicating a potential softening in domestic demand [3] Geopolitical Factors - The geopolitical landscape remains tense, with Russia considering only a partial ceasefire and the US planning to sanction Russian energy buyers, which could exacerbate global supply chain risks [4] Trade Policy Developments - President Trump announced plans to implement tariffs on pharmaceuticals up to 250% and significantly increased tariffs on India, while threatening a 35% tariff on the EU, intensifying trade tensions [3] Investment Strategies - The multiple tariff threats are expected to elevate inflation expectations, reinforcing gold's safe-haven appeal. A short-term upward movement in gold requires breaking through the resistance level around $3450, while maintaining support around $3350 [5] - Silver faces pressure from industrial demand concerns, with a rebound likely to encounter resistance near $38, while support around $37 could provide a base for potential gains [5]