受地缘政治局势影响，昨日现货黄金盘中有上涨趋势，不过后续又因中美经贸会谈的开始，金价涨势受限，最终收报 3324.75美元/盎司，涨幅0.48%。今日金价继续震荡，截至发稿，现货黄金暂报3324.92美元/盎司，涨幅0.01%。 今日金价暂稳，金店黄金回收价格对微跌2元/克。同时，每个品牌的回收价格也不一样，小金大致整理了几个，详见下表， 数据仅供参考： | 今日金店黄金回收价格一览(2025年6月10日) | | | | --- | --- | --- | | 回收报价 | 今日金价 | 单位 | | 黄金 | 758.00 | 元/克 | | 菜自黄金 | 753.60 | 元/克 | | 周生生黄金 | 752. 30 | 元/克 | | 周大福黄金 | 755.70 | 元/克 | | 老凤祥黄金 | 761.30 | 元/克 | 说完实物黄金价格，我们再来讲讲国际金价情况： 6月10日国内金价快报：国内品牌金店金价重新稳定下来了，个别金店金价稍有变化。周生生黄金今日还是最高价金店，对 比昨日微涨2元/克，报1003元/克。上海中国黄金价格下跌12元/克，报价969元/克，仍是最低价金店。今日金店黄金 ...

Group 1 - The U.S. non-farm payroll data for May showed an increase of 139,000 jobs, slightly better than the market expectation of 130,000 [2] - The unemployment rate remained stable at 4.2%, consistent with market expectations and previous values [2] - Average hourly wages increased by 3.9% year-on-year, surpassing the previous value of 3.8% and the expected 3.7%, indicating a resilient job market [2] Group 2 - Global geopolitical tensions have eased somewhat, with reduced likelihood of escalation in the Russia-Ukraine conflict as both sides show willingness to negotiate [3] - In the Middle East, there are positive signals regarding a potential permanent ceasefire between Hamas and Israel, and a revival of the U.S.-Iran nuclear deal [3] - The market has developed a degree of immunity to geopolitical conflicts, which has diminished the appeal of gold as a safe-haven asset [3] Group 3 - Tariff issues remain a key factor influencing gold price movements, with significant progress made in U.S.-China tariff negotiations [4] - The initiation of a second round of talks between U.S. and Chinese leaders indicates that the most severe phase of the trade war may be over [4] - The impact of tariff factors on the gold market is gradually weakening, suggesting a potential "tail-end" market phase for gold [4] Group 4 - The U.S. dollar is expected to depreciate due to rising domestic debt and the loss of dollar credibility from tariff policies, establishing a solid foundation for a long-term bull market in gold [5] - In the short term, while geopolitical tensions are entering a negotiation phase, there is a lack of upward momentum for gold prices, and investors should be cautious of potential price corrections [5] - Technically, gold prices are expected to maintain a range adjustment between $3,200 and $3,400 in June, with a prevailing bullish trend [5]

伊朗情报部长伊斯梅尔·哈提卜（Esmail Khatib）上周日在未提供证据的情况下宣称，德黑兰缴获了大量 以色列机密文件，这批文件是能"增强伊朗进攻能力"的"战略宝库"。 据哈提卜透露，文件内容涉及以色列核设施、与美国及欧洲等国的关系，以及其防御能力等相关的情 报。他特别强调，"用'数千份文件'形容其规模都属保守"，并坚称这些文件将很快公开。 他并未详细说明获取这些机密文件的方法。值得注意的是，作为什叶派神职人员的哈提卜，曾因2022年 主导"为支持伊朗政治目标而开展的网络间谍和勒索软件攻击"而受到美国财政部制裁。 对伊朗而言，这一宣称可能旨在向公众展示，这个神权国家有能力回应以色列2018年的一次行动——当 时以色列总理内塔尼亚胡称，以方秘密获取了"半吨"与伊朗核计划相关的文件。以色列的这一宣布恰逢 时任美国总统特朗普单方面退出伊朗2015年与世界大国达成的核协议，该协议以大幅限制伊朗核计划为 条件换取解除经济制裁。 哈提卜的言论延续了伊朗伊斯兰共和国广播电视台（IRIB）上周六的报道，当时该媒体声称德黑兰获取 了"大量具有特殊敏感性的战略文件"，这些文件与以色列相关，其中包含"数千份涉及以色列核设施及 ...

Group 1 - The market widely expects the Bank of Canada to maintain the interest rate at 2.75% [1] - The Bank of Canada may not provide much forward guidance, with an increased likelihood of a dovish tone due to potential economic damage from trade wars [2] - Attention is focused on the Bank of Canada's views regarding trade wars, the economy, and inflation [3] Group 2 - There is also a focus on the Bank of Canada's perspectives on geopolitical situations, oil prices, and the Canadian dollar exchange rate [4] - The interest rate decision will be announced at 21:45 Beijing time [5]

Core Insights - OPEC+ continues to increase production but at a restrained level, contributing to a significant rebound in oil prices due to geopolitical tensions and extreme short positions [1][2][3] Group 1: OPEC+ Production Decisions - OPEC+ agreed to increase production by 411,000 barrels per day starting July, which is lower than market expectations [1] - Some member countries, including Russia, opposed the increase, indicating stricter supply discipline within OPEC+ [2] Group 2: Geopolitical Tensions - Escalating geopolitical tensions, particularly related to Ukraine and Iran, have further fueled oil price increases [3][4] - Ukraine's military actions against Russia and Iran's criticism of nuclear reports have heightened concerns about supply disruptions from these countries [3][4] Group 3: Market Dynamics - Extreme short positions in Brent crude oil reached their highest level since October, providing a basis for the recent price rebound [8] - Technical indicators show that WTI crude oil futures have broken through the 50-day moving average, removing previous resistance and opening up potential for further price increases [8] Group 4: Supply Constraints - Wildfires in Canada threaten oil production in the country, which is the fourth-largest oil producer globally, tightening global supply expectations [7]

北京时间6月2日晚间，美股低开低走。截至22:02，道琼斯跌0.89%，纳斯达克跌0.51%，标普500跌 0.71%。 现货白银日内涨幅扩大近4%，报34.193美元/盎司。 今日，港股黄金股大涨。截至收盘，潼关黄金涨超18%，赤峰黄金涨超5%，中国黄金国际涨4.48%。今 年以来，国际金价累计上涨约27%。 消息面上： 据央视新闻报道，当地时间6月2日，乌克兰总统泽连斯基表示，乌克兰与俄罗斯在伊斯坦布尔会谈中通 过土耳其方面交换了备忘录。目前乌方正在就新的战俘交换进行准备。 2日当天，俄罗斯与乌克兰第二轮直接谈判在伊斯坦布尔的契拉昂宫举行。此轮谈判由土耳其外长费丹 主持，俄方代表团由俄总统助理梅金斯基担任团长，成员包括俄副外长加卢津、俄武装力量总参谋部总 局局长科斯秋科夫、俄国防部副部长福明等。乌克兰代表团由国防部长乌梅罗夫、外交部第一副部长谢 尔盖·基斯利茨亚以及乌情报部门官员等组成。 但就在第二轮俄乌谈判召开前夕，多起"黑天鹅"事件却接连发生。其中包括24小时内俄两州发生两起桥 梁坍塌事故、乌方透露对俄发起特别行动摧毁俄41架战略轰炸机、乌陆军司令因训练营遭袭辞职等事 件。>>>详情 钢铁股、铝业股大 ...

Group 1: Market Reactions - Both crude oil and gold prices surged due to ongoing geopolitical tensions, with Brent crude and WTI crude rising over 4% [1] - As of June 2, spot gold prices increased by over 2%, reaching $3355 per ounce, while international gold prices have risen approximately 27% year-to-date [3] Group 2: Geopolitical Developments - The second round of direct negotiations between Russia and Ukraine took place in Istanbul, Turkey, on June 2 [5] - Ukrainian President Zelensky outlined three core demands during the negotiations, emphasizing the need for a high-level leaders' meeting to address key issues in the conflict [7][10][13] - Russia insists on addressing the root causes of the conflict, including demands for Ukraine's "demilitarization" and a halt to NATO's eastward expansion [11]

市场消息：波兰因边境附近"俄罗斯活动"宣布空军警戒。 ...

Core Viewpoint - Oil prices are expected to decline this week due to concerns over OPEC+ supply increases amidst an already oversupplied market [1] Group 1: OPEC+ Supply Concerns - There are growing worries about OPEC+'s potential significant increase in production levels for July, which is putting pressure on the oil market [1] - Analysts from ING indicate that the oil market is facing new pressures as rumors circulate regarding OPEC+'s handling of its production levels [1] - A larger scale supply increase following May and June will solidify OPEC's policy shift from defending prices to defending market share [1] Group 2: Geopolitical Factors - Traders are closely monitoring geopolitical developments, particularly concerns about a broader conflict in the Middle East [1] - The upcoming negotiations between the U.S. and Iran scheduled for Friday are also a point of concern for market participants [1]

Geopolitical Tensions - The geopolitical situation is tense in multiple regions, particularly in the Middle East where negotiations between Israel and Hamas have stalled, and there are reports of Israel potentially preparing to attack Iranian nuclear facilities [2] - In Europe, the EU has approved the 17th round of sanctions against Russia, and the UK has introduced over 100 new sanctions, including the suspension of free trade agreement negotiations with Israel [2] - The complex geopolitical landscape has significantly increased market uncertainty, providing strong support for gold prices [2] Economic Outlook - High uncertainty is causing households and businesses to pause spending and investment, which may lead to a significant slowdown in economic growth [2] - The market is closely watching the Federal Reserve's monetary policy direction, with expectations of at least two rate cuts by the end of 2025, each by 25 basis points [2] Credit Rating Impact - The downgrade of the U.S. sovereign credit rating by Moody's from Aaa to Aa1 has led to a significant drop in U.S. stock markets, with the 10-year Treasury yield surpassing 4.5% and the 30-year yield exceeding 5% [3] - These economic instabilities are prompting investors to seek channels for asset preservation and appreciation, highlighting the safe-haven function of gold [3] Trading Strategies - For spot gold, a buy position is recommended if it stabilizes at 3245.00, with a target of 3275.00 [4] - For spot silver, a sell position is suggested if it stabilizes at 32.700, with a target of 32.900 [6]