Group 1 - The article highlights significant progress in US-China negotiations, leading to reduced market risk aversion and a shift in focus from traditional safe-haven assets like gold to high-tech products [2] - The market anticipates a 25 basis point interest rate cut from the Federal Reserve, which, despite being priced in, still exerts pressure on the dollar and supports gold prices [2] - Gold has experienced a significant drop of nearly $500, with a technical rebound observed around the 3880/90 level, confirming a short-term low [2] Group 2 - In the oil market, easing trade tensions and anticipated interest rate cuts have alleviated some demand concerns, but OPEC+ is clearly intent on controlling oil prices through production adjustments [4] - Geopolitical conflicts in Ukraine and the Middle East have not significantly impacted oil supply, although India's potential cessation of Russian oil imports may create short-term speculative opportunities [4] - The technical outlook for oil indicates a precarious situation around the $60 mark, with a recommendation to maintain a bearish stance on rebounds [4]
轩锋—黄金破位后立，关注美联储降息情况！
Sou Hu Cai Jing·2025-10-29 10:13