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以色列伊朗局势缓和,投资者进行消息型短线交易需谨慎
第一财经·2025-06-24 06:28

Core Viewpoint - The article discusses the significant fluctuations in international oil and gold prices due to geopolitical events, particularly the recent ceasefire agreement between Israel and Iran, which has led to a sharp decline in prices after a period of increase [1][2]. Oil Market Analysis - Brent crude oil prices fell from nearly $80 per barrel to below $70 per barrel, with a notable drop of 9% on June 24, causing concerns for investors who had taken long positions [1]. - The volatility in oil prices is attributed to geopolitical tensions, with the last similar significant fluctuation occurring during the COVID-19 pandemic in March 2020 [1]. - The U.S. has become a major oil supplier, with shale oil production costs ranging from $50 to $60 per barrel, while Middle Eastern and Russian production costs are lower, leading to a more diversified global oil supply [2][3]. - The likelihood of oil prices returning to the highs of nearly $150 per barrel seen in 2008 is low, as increased production from various regions would likely stabilize prices if they rise significantly above production costs [3]. Gold Market Analysis - Short-term fluctuations in gold prices are primarily driven by geopolitical events, while long-term trends indicate a rise in gold prices due to global distrust in the U.S. dollar and ongoing purchases by central banks [3]. - The easing of tensions between Israel and Iran has led to a short-term pullback in gold prices, presenting potential investment opportunities in gold-related assets such as gold mining stocks and ETFs [3]. - Historically, gold or gold ETFs tend to reach new highs later than gold mining stocks, suggesting that for long-term investments, gold itself or ETFs may be a more stable choice [3].