百利好早盘分析:降息呼声更高 黄金涨势强劲
Sou Hu Cai Jing·2025-09-01 01:49

Gold Sector - The recent dismissal of Fed Governor Cook by Trump raises concerns about the independence of the Federal Reserve, as Trump has appointed four out of seven members [1] - Analyst Owen from Zhisheng Research notes that expectations for Fed rate cuts are increasing, contributing to a strong bullish trend in gold prices, which recently reached a high of $3,453 [1] - The technical outlook for gold remains positive, with a key support level at $3,429 [1] Oil Sector - OPEC plans to increase production by 547,000 barrels per day in September, fully lifting the voluntary cut of 2.2 million barrels per day that began in November 2023, aiming to regain market share [3] - The International Energy Agency (IEA) predicts a global oil supply increase of 2.5 million barrels per day, surpassing the demand increase of 700,000 barrels per day, raising concerns about oversupply [3] - The recent tariff announcement by Trump on Indian goods, aimed at curbing India's oil imports from Russia, has not deterred India from increasing its Russian oil imports, indicating potential market volatility [3] - The technical outlook for oil shows a weak trend, with resistance at $65 and support at $63, with risks of further declines if support levels are breached [3] Copper Sector - Copper prices have been fluctuating between $4.32 and $4.50 throughout August, indicating a weak rebound after a significant drop in late July, with potential for further declines [5] - Short-term outlook suggests that if copper prices rise, they may target the $4.60 level [5] Nikkei 225 Index - The Nikkei 225 index has shown a weak downward trend, with the 42,000 level at risk, indicating that the adjustment phase is not yet over [6] - Key support is noted at 41,800, while resistance is at 42,650, with potential for a return to an upward trend if structural support is established [6]