贵金属基本面数据：黄金：假期间俄乌风波再起，白银：跟随反弹

Report Overview - Report Date: June 4, 2025 [1] - Analysts: Wang Rong, Liu Yuxuan [2] Industry Investment Rating - Not provided in the given content Core Viewpoints - During the holiday, the Russia-Ukraine conflict flared up again, leading to a rebound in gold prices, and silver followed suit [1] - The trend strength for both gold and silver is 2, indicating a bullish outlook [5] Summary by Section 1. Fundamental Tracking - Precious Metal Prices and Changes: - Gold:沪金2508昨日收盘价783.10，日涨幅1.46%，夜盘收盘价782.08，夜盘跌幅0.46%；Comex黄金2508昨日收盘价3313.10，跌幅0.88%等 [2] - Silver:沪银2508昨日收盘价8456，日涨幅2.89%，夜盘收盘价8476.00，夜盘涨幅0.20%；Comex白银2508昨日收盘价33.075，跌幅1.09%等 [2] - Trading Volume and Open Interest Changes: - Gold:沪金2508合约对2512合约价差昨日成交131,022，较前日减少104,991；Comex黄金2508昨日成交182,769，较前日减少42,281等 [2] - Silver:沪银2508昨日成交547,586，较前日减少110,657；Comex白银2508昨日成交40,787，较前日减少8,748等 [2] - ETF and Inventory Changes: - Gold: SPDR黄金ETF持仓昨日为933.07，较前日增加3；Comex黄金（金衡盎司）（前日）库存为38,349,605，较前日减少439,589 [2] - Silver: SLV白银ETF持仓（前天）为14,351.82，较前日增加48；Comex白银（金衡盎司）（前日）库存为495,395,012，较前日减少612,969 [2] - Price Spreads: - Gold:黄金T+D对AU2506价差昨日为 -4.98，较前日无变动；沪金2506合约对2512合约价差昨日为5.22，较前日减少0.36等 [2] - Silver:白银T+D对AG2506价差昨日为26，较前日增加4；沪银2502合约对2504合约价差昨日为49，较前日减少10等 [2] - Exchange Rates: - 欧元兑美元昨日为1.14，较前日增加0.01；美元兑日元昨日为142.78，较前日增加0.05等 [2] 2. Macro and Industry News - Trade winds affected the US stock market, with the S&P 500 index having a V-shaped reversal. The US dollar fell to a nearly three-year low, gold rose nearly 3% in the futures market, and US crude oil rose over 5% [4] - The US accused China of violating the consensus of the China-US Geneva economic and trade talks, and China's Ministry of Commerce firmly rejected the unreasonable accusation [6] - The EU warned the US before the negotiation that if the negotiation fails, countermeasures will take effect by July 14 at the latest [6] - The Trump administration asked the appellate court for help due to the受阻推进 of tariff policies. The US Commerce Secretary said the president has the right to take other actions even if the tariff policy is cancelled [6] - The US May ISM manufacturing index contracted for three consecutive months, and the import index hit a 16-year low [6] - Fed governor Waller said there is no evidence of long-term inflation rising and still expects a rate cut later this year [6] - Trump said the US does not allow Iran to conduct any uranium enrichment activities [6]