美伊核谈判
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伊朗金价一年暴涨八成,央行囤金、民众藏金,避险情绪高涨
Hua Er Jie Jian Wen· 2025-06-04 09:37
受美伊核谈判风险影响,黄金成避险刚需,伊朗央行、商人、民众都在囤金,导致伊朗本地金价暴涨 80%。 据央视新闻周三报道,美国和其他国家将制定一项更详细的方案,旨在阻止伊朗发展核武器,但允许其 获得新核电站所需的燃料。此前特朗普不允许伊朗开展任何铀浓缩活动,而伊朗外长称,继续进行铀浓 缩活动是伊朗的红线。 6月4日周三,据媒体报道,伊朗的货币——里亚尔受美国和欧盟制裁、政治冲突、通胀影响,多年来总 体处于贬值趋势,所以很多人开始抢买黄金。商人买黄金来躲避美国制裁,而普通老百姓买黄金来保值 避险。 "今天靠黄金,明天靠加密货币,后天可能又换别的。" 一位不愿透露姓名的经济学家表示: "全球没有人能阻止伊朗进口黄金。" "黄金市场本来就很不透明,黄金占用的空间又小,而且大部分黄金是从邻国悄悄带进来 的。" 也有分析师警告,金价涨势太猛,可能已经形成泡沫。3月底金价一度冲破1000万里亚尔/枚,但随着美 伊开始核谈判,市场憧憬制裁解除导致金价回调,有些伊朗民众高位买入后已经被套。不过,由于制裁 问题没解决,黄金需求依然在。 在全球避险资金流入黄金的背景下,伊朗的需求更为激烈。过去一年,伊朗本地金价涨幅高达80%,从 ...
金十数据全球财经早餐 | 2025年6月4日
Jin Shi Shu Ju· 2025-06-03 23:14
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 特朗普50%钢铝关税今日生效 美国劳工局将于非农日更正4月就业报告 美联储博斯蒂克仍认为今年有一次降息 欧洲股指多数收涨,德国DAX30指数收涨0.67%;英国富时100指数收涨0.15%;法国CAC40指数收涨0.34%;欧洲斯托克50指数收涨0.38%;西班牙IBEX35 指数收跌0.52%;意大利富时MIB指数收涨0.23%。 传美最新伊核协议提议临时允许伊朗继续铀浓缩活动 5月财新中国制造业PMI录得48.3 白宫称中美领导人本周将举行会谈,外交部回应 商务部回应欧盟拟限制中企参与医疗器械公共采购 国内油价上调,加满一箱油将多花2.5元 市场盘点 周二,在特朗普催促各贸易伙伴"交方案"之际,美元指数从六周低点反弹,最终收涨0.58%,报99.267。由于数据显示美国就业市场良好,美债收益率V型反 转,基准的10年期美债收益率收报4.47%,2年期美债收益率收报3.963%。 受美元走高的拖累,现货黄金从早些时候触及的5月8日以来最高点回落,在美国4月份职 ...
美伊核谈判细节披露:美提议临时允许伊朗继续铀浓缩活动
news flash· 2025-06-03 20:06
美伊核谈判细节披露:美提议临时允许伊朗继续铀浓缩活动 智通财经6月4日电,据匿名的伊朗和欧洲官员称,美国提议在美伊核谈判中采取临时措施,允许伊朗在 美国与其他国家制定更详细方案期间,继续进行低浓度铀浓缩活动。《纽约时报》3日报道称,美国和 其他国家将制定一项更详细的方案,旨在阻止伊朗发展核武器,但允许其获得新核电站所需的燃料。根 据该方案,美国将协助伊朗建造核反应堆,并就由地区国家联盟管理的铀浓缩设施的建设进行谈判。一 旦伊朗开始获得上述承诺利益,就必须停止其境内的所有铀浓缩活动。伊朗和欧洲官员透露称,该方案 已提交给伊朗。 ...
光大期货能化商品日报-20250528
Guang Da Qi Huo· 2025-05-28 10:21
1. Report Industry Investment Rating No relevant content provided. 2. Core Viewpoints of the Report - The overall oil price will continue to fluctuate weakly in the short - term, and attention should be paid to the latest developments of the OPEC meeting [1]. - The fuel oil market will fluctuate. The Asian high - sulfur market will remain firm in the short - term, but the demand for high - sulfur raw materials from refineries is still suppressed. The previous positions of the LU - FU spread can be gradually closed for profit [3]. - The asphalt market will fluctuate. The upward space of asphalt is limited, and there is a risk of inventory accumulation. A strategy of shorting the far - month cracking spread can be considered [3][5]. - The polyester market will fluctuate. The PX price and PXN have support at the bottom, and attention should be paid to the supply pressure relief brought by the increase in PX restart. The short - term PTA basis is strongly volatile, and the ethylene glycol price can be considered to be in a strong - oscillating trend [5][7]. - The rubber market will fluctuate. The rubber price shows a weakly - oscillating trend, and the butadiene rubber price is under pressure [7]. - The methanol market will fluctuate. The methanol price is expected to maintain an oscillating trend [8]. - The polyolefin market will fluctuate. The polyolefin is expected to maintain an oscillating trend, but there is still pressure on the valuation [8]. - The PVC market will fluctuate weakly. As the devices gradually resume production, the PVC price is expected to fluctuate weakly [9]. 3. Summary According to Relevant Catalogs 3.1 Research Views - **Crude Oil**: On Tuesday, the oil price center declined. OPEC + may agree to further accelerate oil production increases. The US - Iran nuclear negotiation has no obvious progress, and the market's concern about supply has eased. The short - term oil price will continue to fluctuate weakly [1]. - **Fuel Oil**: On Tuesday, the main fuel oil contracts showed different trends. The Singapore marine fuel sales in April had a certain change. In May, the sales are expected to rise steadily. The Asian high - sulfur market is strong in the short - term, but the refinery's demand for high - sulfur raw materials is restricted [3]. - **Asphalt**: On Tuesday, the main asphalt contract rose slightly. The domestic asphalt production in June is expected to decline slightly month - on - month and increase year - on - year. The short - term supply pressure of refineries is limited, but the demand may be lower than expected [3]. - **Polyester**: On Tuesday, the polyester - related contracts had different price changes. Multiple PX devices have plans for load increase or restart. The polyester start - up rate is high, and the PX price and PXN have support at the bottom [5]. - **Rubber**: On Tuesday, the rubber - related contracts rose. The Sino - Thai zero - tariff negotiation has not reached a final result, the supply - side raw material price has fallen, and the butadiene rubber price is under pressure [7]. - **Methanol**: On Tuesday, the methanol - related prices are given. The domestic methanol supply has decreased due to increased device maintenance, but it is still at a high level in the past 5 years. The methanol price is expected to oscillate [8]. - **Polyolefin**: On Tuesday, the polyolefin - related prices and profits are provided. The upstream maintenance is high, the supply pressure is not large, and the downstream inventory is decreasing. The polyolefin is expected to oscillate [8]. - **Polyvinyl Chloride**: On Tuesday, the PVC market prices in different regions decreased. The supply is expected to increase as the maintenance devices resume, and the demand is relatively stable. The PVC price is expected to fluctuate weakly [9]. 3.2 Daily Data Monitoring - The report provides the spot price, futures price, basis, basis rate, and their changes of various energy - chemical varieties on May 27 and May 26, 2025, as well as the historical data of basis rate changes and other information [10]. 3.3 Market News - A preliminary survey shows that the US crude oil, distillate, and gasoline inventories may increase last week [12]. - Norway's oil and gas industry investment will reach a record high this year, with an estimated total investment of $26.6 billion, a 6% increase from the previous quarter's forecast [12]. 3.4 Chart Analysis - **4.1 Main Contract Prices**: The report presents the closing price charts of main contracts of various energy - chemical varieties from 2021 to 2025, including crude oil, fuel oil, etc. [14][15][18] - **4.2 Main Contract Basis**: It shows the basis charts of main contracts of various energy - chemical varieties from 2021 to 2025, such as crude oil, fuel oil, etc. [31][36][43] - **4.3 Inter - period Contract Spreads**: The report provides the spread charts of different contracts of various energy - chemical varieties, including fuel oil, asphalt, etc. [46][48][54] - **4.4 Inter - variety Spreads**: It presents the spread charts of different varieties of energy - chemical products, such as crude oil internal and external markets, fuel oil high - low sulfur, etc. [61][63][65] - **4.5 Production Profits**: The report shows the production profit charts of some energy - chemical products, such as ethylene - based ethylene glycol, PP, etc. [70]
原油成品油早报-20250528
Yong An Qi Huo· 2025-05-28 09:46
Report Summary 1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints - This week, oil prices fluctuated. OPEC+ is discussing a large - scale production increase in July without a final decision. The fifth round of US - Iran negotiations ended without a conclusive result. Fundamentally, global oil product inventories decreased this week, while US commercial crude oil seasonally increased, with absolute inventory lower than the annual average and slight increases in gasoline and diesel inventories. In the short term, refinery profits are in high - level fluctuation, refinery operations have risen as expected, leading indicators of US production have declined, the US - Iran negotiation is deadlocked, and the US continues to impose sanctions on Iran and Russia, so oil prices are likely to fluctuate upward. In the medium - to - long term, crude oil remains bearish due to OPEC's supply policy and supply - demand surplus [6]. 3. Summary by Relevant Catalogs 3.1 Oil Price Data - From May 21 to May 27, 2025, WTI prices fluctuated, with a decrease in the latest data; BRENT prices decreased by $0.65; OMAN prices decreased by $0.73; domestic gasoline prices increased by $30.00; Japanese naphtha - BRT increased by $5.65; Singapore fuel oil 380CST decreased by $1.65; the main contract of the Shanghai Futures Exchange FU decreased by 65 points; and the main contract of the Shanghai Futures Exchange BU decreased by 10 points [3]. 3.2 Daily News - Trump warned Netanyahu not to take actions that could jeopardize the US - Iran nuclear negotiations. Israel is preparing to strike Iran's nuclear facilities if the negotiations fail. - Russia's Deputy Prime Minister said that OPEC+ has not discussed a 410,000 - barrel - per - day production increase in July. The G7 and the EU's plan to tighten the Russian oil price cap to $50 per barrel is unacceptable. - Goldman Sachs predicts that non - OPEC shale oil production (excluding Russia) may accelerate to 1 million barrels per day in the next two years, and new natural gas projects in Saudi Arabia and Qatar may increase OPEC's LNG production to an average of 200,000 barrels per day per year [5]. 3.3 Regional Fundamentals - In the week ending May 16, US strategic petroleum reserve inventory increased by 843,000 barrels to 400.5 million barrels, and commercial crude oil inventory increased by 1.328 million barrels to 443 million barrels. US domestic crude oil production increased by 500 barrels per day to 1.3392 million barrels per day, and exports increased by 138,000 barrels per day to 350,700 barrels per day. - This week, the operating rate of major refineries in China increased, while that of Shandong local refineries decreased. The production of gasoline and diesel in China increased, with an increase in both gasoline and diesel from major refineries and a decrease from local refineries. The sales - to - production ratio of local refineries for both gasoline and diesel increased. Gasoline and diesel inventories decreased. The comprehensive profit of major refineries rebounded, while that of local refineries decreased [6].
美媒爆:特朗普通话时警告内塔尼亚胡,不要采取任何破坏美伊核谈判的行动
Huan Qiu Wang· 2025-05-28 08:47
【环球网报道 记者 张倩】美国Axios新闻网5月27日援引白宫官员及知情人士消息报道称,美国总统特朗普当地时间22日与以色列总理内塔尼亚胡 通话时,曾警告对方不要采取任何可能破坏美伊核谈判的行动。 以色列总理办公室22日发表声明称,以总理内塔尼亚胡当天与美国总统特朗普通话,双方讨论了加沙局势、伊朗核问题以及以色列驻美使馆工作 人员遇害等问题。此外,美国白宫新闻秘书莱维特22日表示,特朗普与内塔尼亚胡通话,双方讨论了与伊朗的潜在协议以及华盛顿枪击案等。特 朗普认为,事态正朝着正确方向发展。 特朗普还告诉内塔尼亚胡,"其他选项"仍然摆在桌面上,但他希望先观察外交方案是否可行。 Axios新闻网提到,上述官员透露,特朗普和其他美国高级官员最近几周愈发担忧以色列可能会轰炸伊朗核设施或采取其他可能破坏美伊核谈判的 行动,一旦美伊核谈判在未来几周破裂,以色列将迅速打击伊朗核设施。知情人士还称,以色列认为其成功实施打击行动的窗口期可能很快关 闭。而部分美方官员担心,即便没有特朗普的允许,内塔尼亚胡也可能下令发动袭击。 对于上述消息,Axios新闻网称,以色列总理办公室拒绝置评。 报道称,上述白宫官员透露,特朗普在22日的 ...
特朗普警告内塔尼亚胡不要轻举妄动 以免破坏伊朗核谈判
news flash· 2025-05-27 17:52
金十数据5月28日讯,一位白宫官员和一位熟悉细节的消息人士称,特朗普上周在电话中警告以色列总 理内塔尼亚胡不要采取任何可能危及美国和伊朗之间就新核协议进行谈判的行动。这名官员说,最近几 周,特朗普和其他美国高级官员越来越担心以色列可能轰炸伊朗的核设施,或采取其他可能破坏谈判的 措施。以色列一直在做好准备,以便在未来几周美伊核谈判可能谈崩时迅速打击伊朗的核设施。一位消 息人士称,以色列认为其成功打击伊朗的操作窗口可能很快就会关闭。一些美国官员担心,内塔尼亚胡 可能会在没有特朗普开绿灯的情况下下令发动袭击。白宫官员说,特朗普在上周四的电话中告诉内塔尼 亚胡,"不希望任何事情阻碍"与伊朗的外交解决方案。特朗普的信息是"他不希望在他试图解决问题的 时候与他对抗"。特朗普向内塔尼亚胡强调,"其他选择"也在考虑之中,但他希望先看看是否有可能通 过外交途径解决。 (AXIOS网站) 特朗普警告内塔尼亚胡不要轻举妄动 以免破坏伊朗核谈判 ...
突发!特朗普,发出两大威胁!
券商中国· 2025-05-27 11:23
不过,针对美伊核谈判,特朗普则对外放出风声称,可能会有一些"好消息"。 美媒:特朗普考虑对俄追加制裁 《华尔街日报》当地时间26日报道称,据了解特朗普想法的人士透露,由于对俄罗斯持续打击乌克兰及和平谈 判进展缓慢感到不满,特朗普本周正考虑追加对俄罗斯实施的制裁。 报道指出,美国追加的新制裁可能不包括新的银行业限制,但其他施压选项正在讨论中,目的是迫使俄方在谈 判桌上作出让步。但特朗普也可能决定不实施新制裁。 报道援引消息人士的说法称,特朗普也对和平谈判感到厌倦,正考虑若最后一次推动失败,就彻底放弃谈判。 对此,白宫新闻秘书卡莱维特26日在给美媒的一份声明中称:"特朗普已明确表示希望看到通过谈判达成和平 协议。他也明智地保留了所有选项。" 此前5月25日,特朗普在社交媒体上发文,就俄罗斯向乌克兰城市发射导弹和无人机批评普京,称他一直同普 京保持着非常好的关系,但普京现在变得"疯狂"。 特朗普,又传出新动作! 据外媒报道,美国总统特朗普正考虑对俄罗斯实施新的制裁,目的是迫使俄方在谈判桌上作出让步。报道称, 他还在考虑,如果最后一次推动和平的努力失败,就彻底退出俄乌冲突调解进程。 与此同时,特朗普与哈佛大学的矛盾也 ...
国际黄金上方遇阻 特朗普希望6月1日起对欧盟商品征税
Jin Tou Wang· 2025-05-26 05:00
Group 1 - International gold prices are experiencing slight fluctuations, currently trading at $3347.39 per ounce, with a decrease of 0.29% [1] - The US dollar index is hovering near a one-month low, currently around 98.81, with a focus on the support level at the lower Bollinger Band around 98.66 [1] Group 2 - US Treasury Secretary Mnuchin stated that President Trump believes the quality of the EU's trade proposals is insufficient, threatening to impose a 50% tariff on EU goods starting June 1 to pressure the EU in negotiations [2] - US and Iranian negotiators held talks in Rome aimed at limiting Iran's nuclear program, with concerns that failure to reach an agreement could impact oil supply and potentially lead to military action against Iran [2] - Federal Reserve's Goolsbee indicated that there is still a possibility of lowering borrowing costs in the next 10 to 16 months, but the threshold for recent rate cuts is "slightly higher" [2] Group 3 - Technical analysis of gold indicates a short-term consolidation phase, with resistance encountered between $3340 and $3360, while maintaining an overall medium-term upward trend as long as prices stay above $3300 [2] - If gold prices can regain stability above $3370, there is potential to challenge the yearly high of $3500 [2]