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百利好晚盘分析:市场屏息待变 静等美俄谈判
Sou Hu Cai Jing·2025-08-14 09:28

Gold Market - Federal Reserve officials Goolsbee and Bostic indicated that if inflation is moving towards the 2% target, there is a possibility of an early rate cut, but conservative comments have limited gold price increases [1] - The market is currently awaiting developments from the upcoming US-Russia talks, with expectations of "low-key commitments and over-delivery" [1] - Technical analysis shows a small upward movement in gold prices, with support at $3325 and resistance at $3375 [1] Oil Market - IEA's monthly report predicts a record oversupply of global oil in the coming year, with refinery runs nearing historical highs at 85.6 million barrels per day [2] - The forecast for global oil supply growth has been revised upwards for both 2025 and 2026, indicating a continued expansion in production [2] - Political developments from the US-Russia summit could lead to significant price volatility, with potential for lower oil prices if constructive agreements are reached [2] - Technical analysis indicates a downward trend in oil prices, with resistance at $63.40 and support at $61.20 [2] US Dollar Index - President Trump is considering 3-4 candidates to succeed Powell as the next Federal Reserve Chair, while Powell defends the Fed's rate policy [3] - Treasury Secretary Becerra suggests that current interest rates are too restrictive and advocates for a series of rate cuts, starting with a 50 basis point reduction in September [3] - Technical analysis shows the dollar index trading between 97 and 100, with support at 97.50 and resistance at 98.10 [3] Nasdaq Index - The Nasdaq index faced resistance at the 24000 level, with a small upward movement noted [4] - Technical analysis indicates an upward trend, with prices above the 60/120 day moving averages, and a focus on a potential pullback to around 23620 [4] Copper Market - The price range for copper has expanded, with resistance at $4.50 leading to a downward movement [6] - Technical analysis shows a bearish trend, suggesting short positions with a target near $4.30 [6] Market Overview - The Trump administration is considering candidates for the next Federal Reserve Chair [7] - Statements from Trump regarding potential consequences for Russia if conflicts do not cease [7] - Becerra's comments on the likelihood of a 50 basis point rate cut in September and the need for lower interest rates [7] - Russia's extension of oil production cuts into 2025 [7] - IEA's forecast of a record oversupply in global oil for the next year [7]