【黄金期货最新行情】 | 7月28日 | 收盘价（元/克） | 当日涨跌幅 | 成交量（手） | 持仓量（手） | | --- | --- | --- | --- | --- | | 沪金主力 | 774.78 | -0.33% | 256019 | 209675 | 打开APP，查看更多高清行情>> 【基本面消息】 数据显示，7月28日上海黄金现货价格报价770.19元/克，相较于期货主力价格（774.78元/克）贴水4.59 元/克。 尽管年初有关关税可能引发通胀和经济放缓的担忧甚嚣尘上，美国经济却展现出惊人的韧性。消费者物 价涨幅温和，劳动力市场虽有放缓迹象，但尚未出现大幅恶化。经济学家普遍认为，只要劳动力市场保 持稳定，消费支出就不会显著下滑，从而支撑经济增长。然而，私营部门就业增长已降至八个月低点， 招聘活动放缓，大学毕业生就业难度加大，这些信号表明经济并非毫无瑕疵。 6月份，美国同比通胀率因关税影响略有上升，而一篮子领先经济指标显示，下半年经济增长可能放 缓。考克斯指出，当前市场对就业市场放缓的乐观情绪令人费解。她警告称，一旦就业市场显著恶化， 消费支出可能受到抑制，进而拖累经济增长。这种背景下， ...

受关税及重组业务成本拖累，奥迪下调盈利预期 金十数据7月28日讯，大众汽车旗下的奥迪下调了2025年的财务预期，因特朗普的关税和重组业务的成 本对这家汽车制造商的盈利带来了压力。奥迪集团（旗下还包括宾利、兰博基尼和摩托车制造商杜卡 迪）目前预计今年的营业销售回报率为5%至7%，而此前预期为7%至9%，原因是上半年盈利能力因关 税而大幅下滑。奥迪母公司大众汽车集团上周下调了全年业绩预期。 ...

今日周一(7月28日)欧盘时段，现货白银目前交投于38.27一线上方，今日开盘于38.04美元/盎司，截至发 稿，现货白银暂报38.30美元/盎司，上涨0.38%，最高触及38.32美元/盎司，最低下探38.03美元/盎司， 目前来看，现货白银盘内短线偏向看涨走势。 【要闻速递】 据市场调查显示，该协议将自8月1日起对大多数欧盟出口至美国的商品征收15%的关税，范围涵盖能 源、军工设备与部分制造品，同时欧盟也承诺大幅增加从美进口相关商品。尽管关税水平较高，但市场 视其为双边妥协的成果，有效终结了持续数月的僵局。 在另一边，美加贸易磋商陷入停滞状态。美国总统特朗普近日明确表示，不预期能在8月1日前与加拿大 达成贸易协议，称"我们与加拿大的谈判并不顺利，可能只会征税而非协商。"这一言论明显削弱市场对 达成协议的信心。 现货白银上周收十字星，刺破前高，回踩5周均线，RSI位于高位，波段整体趋势仍偏强。周五深度跳 水，失守10日均线，日线RSI延续回落，4小时一度刺破38关口，呈头肩顶，38.5下方可维持高空思路。 加拿大方面则表现出强硬立场。加拿大总理卡尼此前接受采访时指出，加方"不会接受不公平的协议"， 更不会为 ...

Group 1 - The US and EU have reached a trade agreement, imposing a 15% tariff on EU goods entering the US, which is lower than the previously threatened 30% but higher than the EU's desired 10% [2][3] - The EU is expected to increase investments in the US by $600 billion and purchase military equipment worth several hundred billion dollars, along with $750 billion in energy products [2][3] - The agreement is seen as beneficial for the German automotive industry and the export-oriented German economy, helping to avoid a trade conflict [3] Group 2 - The US is finalizing reciprocal tariff rates with over 200 trade partners, with a deadline set for August 1, and the Commerce Secretary has stated that this deadline will not be extended [4] - The US government has collected hundreds of billions in tariffs this year, with most of the burden falling on American businesses rather than consumers [8][9] - Analysts predict that if tariffs increase in August, US retailers may have to raise prices, leading to potential inflationary pressures on consumers [9]

Group 1 - The evolving tariff situation continues to create both pressure and opportunities for the market [2][5] - The most likely economic scenario is slow growth with persistent inflation, with a 40% probability assigned to this outcome [2] - The potential for a mild recession increases if tariffs are raised on key trading partners, as they account for nearly half of U.S. goods imports [5] Group 2 - Fixed income markets are expected to see rising U.S. Treasury prices due to anticipated dovish shifts from the Federal Reserve [3] - The stock market may experience a differentiated impact, with the S&P 500 likely to continue its upward trend despite growth slowdowns, driven by a weaker dollar and tax incentives for key sectors [3] - Industries sensitive to trade policies will face varying impacts, with industrial goods benefiting from domestic investment while consumer goods and retail sectors may struggle due to rising import costs [3][5]

【环球网财经综合报道】7月28日，彭博社消息，欧洲股票期货大幅上涨。截至周一凌晨2点18分（巴黎时间），欧洲斯托克50指数期货上涨1%，德国DAX 指数期货上涨0.9%。欧元兑美元汇率上涨0.2%，至1.1768美元，上周已上涨1%。 Cité Gestion投资策略主管John Plassard表示，美欧协议"足以解决股票市场最迫切的需求：提供清晰的前景"。他认为，"如今，关税升级的风险已不复存在， 随之而去的是一个主要的宏观利空因素。对投资者而言，这不仅是松了一口气，更是一个积极的信号。" 由于对全球贸易前景的担忧，欧洲股市自5月以来一直处于区间波动状态。基准指数斯托克600指数目前较3月的历史高点下跌2.3%。瑞银编制的一篮子受关 税影响的股票今年表现不佳，这表明该类股票有追赶更广泛的地区基准指数的空间。 市场将重点关注汽车制造商，如斯泰兰蒂斯集团（Stellantis NV）、大众汽车集团（Volkswagen AG）、梅赛德斯-奔驰集团（Mercedes-Benz Group AG）和 宝马集团（BMW AG），以及汽车零部件供应商，如法雷奥集团（Valeo SE）、佛吉亚集团（Forvia SE） ...

Core Points - The US and EU have reached a significant trade agreement, marking the end of months of trade uncertainty [2][4] - The agreement includes a 15% uniform tariff, $600 billion in investments, and $750 billion in energy purchases from the US [4][6] - The deal is seen as a major win for President Trump, who claims it is the largest agreement of its kind [4][7] Trade Agreement Details - The agreement stipulates a 15% tariff on EU products entering the US, with key industries exempted [4][11] - The EU will increase investments in the US by $600 billion and purchase $750 billion worth of US energy products [4][6] - The agreement is expected to benefit the automotive industry and have significant implications for agriculture and the semiconductor sector [4][6] Reactions from EU Officials - EU Commission President von der Leyen stated that the agreement is the best possible outcome given the current circumstances [6] - There are concerns within the EU about the reliance on US liquefied natural gas and the impact of the 15% tariff on the overall EU GDP [12][14] - Some EU officials express dissatisfaction, arguing that the agreement does not align with Europe's fundamental interests and may cause long-term harm [14][15] Market Implications - The agreement alleviates fears of a transatlantic trade war, providing a sense of predictability for financial markets [17][20] - Analysts suggest that the deal is a moderate positive for the stock market, as much of the content may have already been priced in [21] - The removal of the risk of further tariff increases is seen as a significant macroeconomic relief [19][20] Future Considerations - Attention will shift to the interpretation and execution of the agreement, which may present political and technical challenges [23] - The potential for ongoing uncertainty remains, as highlighted by some analysts [22]

来源：人民日报 责编：罗晓霞 校对：杨立林 百万用户都在看 少林寺通报！释永信，正接受多部门联合调查！ "超级周"来袭！中美大事！国常会，重要部署！证监会发声！人工智能、消费大利好，影响一周市场 的十大消息 关税突发！美国、欧盟，重大变数！ A股重磅！"国家队"，再度出手！中概股，全线上涨！ 集体拉升！重磅"大单"，突然来袭！ 美联储，降息大消息！ 7月28日， 中国佛教协会发布公告，全文如下。 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com 7月27日，少林寺管理处发布情况通报：少林寺住持释永信涉嫌刑事犯罪，挪用侵占项目资金寺院资产；长期 与多名女性保持不正当关系并育有私生子，严重违反佛教戒律。目前正在接受多部门联合调查。释永信的所作 所为性质十分恶劣，严重败坏了佛教界的声誉，损害了出家人的形象，中国佛教协会坚决拥护和支持对释永信 的依法处理决定。日前，我会收到河南省佛教协会报来《关于注销释永信戒牒的报告》。根据有关规定，我会 同意对释永信（俗名：刘应成）的戒牒予以注销。 ...

Report Industry Investment Ratings No investment ratings were provided in the report. Core Viewpoints The report offers daily insights and trend analyses for various commodities, including precious metals, base metals, energy products, agricultural products, etc. It assesses each commodity's price trends, supported by fundamental data and macro - industry news, and gives a trend strength rating for each commodity [2][4]. Summary by Commodity Categories Precious Metals - Gold is expected to oscillate downward, with a trend strength of - 1 [2][7][8]. - Silver is predicted to break through and rise, with a trend strength of 0 [2][7][8]. Base Metals - Copper: Domestic inventory reduction restricts price decline, with a trend strength of 0 [2][10][12]. - Zinc: High - level oscillation, with a trend strength of - 1 [2][13][15]. - Lead: Lacks driving force, price oscillates, with a trend strength of 0 [2][16][17]. - Tin: Prices are disturbed by floods in Wa State, with a trend strength of - 1 [2][19][22]. - Aluminum: High - level oscillation; Alumina has intense long - short game; Casting aluminum alloy follows electrolytic aluminum. Aluminum trend strength is 0, Alumina is - 1, and Aluminum alloy is 0 [2][24][26]. - Nickel: Macro expectations determine the direction, fundamentals limit elasticity, with a trend strength of 0; Stainless steel is dominated by macro sentiment, and the real - world situation needs repair, with a trend strength of 0 [2][27][31]. Energy and Chemicals - Carbonate Lithium: Commodity prices fell on Friday night, pay attention to the spread of pessimistic sentiment, with a trend strength of - 1 [2][32][34]. - Industrial Silicon: Sentiment declines, pay attention to the risk of sharp decline, with a trend strength of - 1; Polysilicon: Sentiment declines, with a trend strength of - 1 [2][35][37]. - Iron Ore: Supported by macro expectations, strong - biased oscillation, with a trend strength of 0 [2][38]. - Rebar and Hot - Rolled Coil: Resonance in sector market, strong - biased oscillation, with a trend strength of 1 for both [2][40][42]. - Ferrosilicon: Disturbed by energy consumption and carbon emission information, strong - biased trend, with a trend strength of 1; Silicomanganese: Disturbed by industry's cut - throat competition information, strong - biased trend, with a trend strength of 1 [2][45][47]. - Coke and Coking Coal: Emotions are realized, wide - range oscillation, with a trend strength of 0 for both [2][48][50]. - Steam Coal: Daily consumption recovers, oscillates and stabilizes, with a trend strength of 0 [2][52][55]. Others - Logs: Oscillate repeatedly [2][56].

Group 1 - The trade agreement between the US and EU has been finalized, potentially avoiding a global economic downturn due to a trade war [1][3] - The agreement sets a 15% tariff on most EU exports, including automobiles, but there are discrepancies in statements from both sides regarding the inclusion of pharmaceuticals and metals [3][4] - The EU has reportedly agreed to invest significantly in the US, which may have influenced the terms of the agreement, particularly concerning pharmaceuticals and semiconductors [3] Group 2 - The uncertainty surrounding the specifics of the tariff implementation may lead to volatility in related sectors, such as metal trading and pharmaceutical exports, as companies await final details [3][4] - The overall direction of the agreement is seen as positive for global supply chains, despite the need to address lingering details and disputes [3][4] - Continuous monitoring of subsequent developments in the trade agreement is essential for long-term investment strategies [4]