今天是热闹非凡的一天，一方面美国正举行陆军建军 250周年阅兵同时懂王79岁生日，另一方 面全美多地爆发反对特朗普政府移民、卫生、教育等方面政策的约2000场示威游行活动，活动 名为"不要国王"。川普的生日盛典和民众的No king怒吼交织一起，画面实在不要太美丽。 而更受关注的是中东伊以军事冲突继续升级，当地时间 6月13日凌晨，以色列对伊朗发动代号 为"狮子的力量"的大规模空袭。据伊朗方面消息，以色列此次袭击造成伊朗伊斯兰革命卫队总司 令萨拉米、武装部队总参谋长巴盖里死亡，此外还有10余名伊朗核科学家遇难。 当日晚间，伊朗发动 "真实诺言-3"行动对以色列进行报复，向以色列境内发射了200余枚导 弹，以色列方面表示，大部分导弹被拦截，但仍有部分导弹造成了人员伤亡和基础设施损毁。 随着双方冲突的爆发，地缘政治风险急剧升温，国际油价大幅跳涨，布伦特原油期货价格盘中一 度涨超 10%，突破92美元/桶，为去年10月以来新高；避险资产黄金价格也大幅拉升，纽约商 品交易所黄金期货市场交投最活跃的8月黄金期价13日比前一交易日上涨46.6美元，收于每盎司 3429.9美元，涨幅为1.38%。 那么伊以冲突可能持续多久 ...

今天是热闹非凡的一天，一方面美国正举行陆军建军 250周年阅兵同时懂王79岁生日，另一方 面全美多地爆发反对特朗普政府移民、卫生、教育等方面政策的约2000场示威游行活动，活动 名为"不要国王"。川普的生日盛典和民众的No king怒吼交织一起，画面实在不要太美丽。 而更受关注的是中东伊以军事冲突继续升级，当地时间 6月13日凌晨，以色列对伊朗发动代号 为"狮子的力量"的大规模空袭。据伊朗方面消息，以色列此次袭击造成伊朗伊斯兰革命卫队总司 令萨拉米、武装部队总参谋长巴盖里死亡，此外还有10余名伊朗核科学家遇难。 当日晚间，伊朗发动 "真实诺言-3"行动对以色列进行报复，向以色列境内发射了200余枚导 弹，以色列方面表示，大部分导弹被拦截，但仍有部分导弹造成了人员伤亡和基础设施损毁。 随着双方冲突的爆发，地缘政治风险急剧升温，国际油价大幅跳涨，布伦特原油期货价格盘中一 度涨超 10%，突破92美元/桶，为去年10月以来新高；避险资产黄金价格也大幅拉升，纽约商 品交易所黄金期货市场交投最活跃的8月黄金期价13日比前一交易日上涨46.6美元，收于每盎司 3429.9美元，涨幅为1.38%。 所以若拼硬实力，以色列更 ...

Core Viewpoint - The escalation of conflict in the Middle East, particularly the airstrikes by Israel on Iran, has led to significant declines in regional stock markets, raising concerns about a broader conflict [1] Market Reactions - The Tel Aviv Stock Exchange's TA-35 index opened down by 1.5%, continuing a previous week's decline of 1.5% [1] - The Saudi stock market saw all indices drop by 2.5% [1] - The Egyptian EGX 30 index fell by 7.7%, marking its largest drop in over a year [1] Currency and Commodity Impact - The Israeli Shekel experienced its largest decline in 11 months following the outbreak of hostilities [1] - Oil prices surged by 7% amid the escalating tensions [1] - The worsening conflict has driven investors towards traditional safe-haven assets such as gold and the US dollar [1]

Group 1 - Public mutual funds have distributed over 95 billion yuan in dividends this year, marking a 41.04% year-on-year increase, the highest in nearly three years [1] - The U.S.-China economic and trade consultations have made new progress, with both sides reaching a principled consensus on measures to address mutual economic concerns [1] - Over 60% of actively managed equity funds have recovered from previous losses, with a focus on technology sectors expected to yield excess returns [2] Group 2 - Gold has emerged as the best-performing asset this year due to ongoing regional conflicts and tariff policy disruptions, with prices surpassing 3,400 USD per ounce [3] - Hedge funds have been buying stocks at the fastest pace since November 2024, coinciding with a significant rise in the S&P 500 index in May [3] Group 3 - The fixed-income fund market is currently dominated by solid returns, with a strong preference for low-risk, stable-return assets among investors due to macroeconomic uncertainties [9] - The issuance of fixed-income products has been robust, with a significant share of new products being fixed-income plus and pure fixed-income funds [10] Group 4 - The performance of traditional safe-haven assets like the U.S. dollar and treasury bonds has been subdued, while gold prices have surged [13] - Geopolitical risks and safe-haven sentiments are driving gold prices higher, with forecasts suggesting potential increases to 3,650 USD per ounce [14]

Core Viewpoint - The demand for gold is likely to increase further, contingent on the implementation of the "Section 899" tax provision, which may lead central banks to reduce their holdings in U.S. Treasury securities and increase their investments in gold and other non-dollar assets [1]. Group 1: Central Bank Gold Purchases - Global central banks and official institutions (excluding the U.S.) purchased 68 tons of gold in April through the London OTC market, significantly higher than the pre-pandemic average of 17 tons per month in 2022 [1]. - The average monthly gold purchases by central banks so far this year have reached 88 tons, slightly exceeding Goldman Sachs' previous forecast of 80 tons per month by mid-2026 [1]. Group 2: Section 899 Tax Provision - The "Section 899" tax provision is currently under review by the U.S. Congress, with ambiguous language regarding whether interest earned by foreign central banks on U.S. Treasury holdings will be subject to withholding tax [1]. - If implemented, this provision could diminish the attractiveness of U.S. Treasury securities for foreign central banks, prompting them to increase their gold holdings [1]. - However, Goldman Sachs economists believe that the likelihood of this tax reform being canceled or postponed is high, as the Senate may reject it, or central banks may be exempted or have the implementation delayed until 2027 [1]. Group 3: Gold Price Forecast - Goldman Sachs reaffirms a bullish stance on gold trading, predicting that strong central bank purchases will drive gold prices to $3,700 per ounce by the end of 2022 and further to $4,000 per ounce by mid-2026 [1].

换资前言： 近期黄金原油走势涨涨跌跌，多少人吃尽了苦头，总以为会回调，结果单子不是被损就是被套，要不就 是追多追到了天花板上，投资中的心酸无奈，一句时运不济不足以道明！这些天也有很多投资者跟我说 看了老师的文章写的很像我的现状，空单套了套多单，感觉一直是在被套中度过，就没有一丝一毫的盈 利。没有被套偶尔做对一两单不知道什么时候出局犹豫了就亏了。完全把握不了行情的多空趋势。自己 没有能力去把控，看到我的文章很有感触，就希望我能帮助他们希望能够挽回亏损，指导盈利在交易中 去学习如何交易，如何控制风险，如何判断行情趋势。晟富之前也说过，你能来我就能帮你。你不将 就，我不敷衍，愿投资路上幸运与你同行，盈利与你相伴！ 近期有哪些消息面影响黄金原油走势？后市黄金多空该如何研判？ 金价周五急升，站上3400美元/盎司关口，最高至3446.71美元/盎司，创近两个月新高，中东地缘紧张， 投资者纷纷涌向避险资产，此前以色列空袭伊朗，再次引发人们对中东地区爆发更广泛冲突的担忧。美 元指数上涨0.5%，至98.12，结束了连续两个交易日下跌的走势。该指数仍连续第二周下跌。在中东冲 突的背景下，投资者基本上忽略了6月美国消费者信心六 ...

以色列13日对伊朗发动空袭后，黄金作为避险资产受到市场追捧。现货黄金价格13日盘中一度涨至每盎 司3427.36美元，周内累计涨幅超3.5%。黄金期货方面，截至当天收盘，纽约商品交易所8月黄金期价收 于每盎司3452.8美元，涨幅为1.48%。从全周来看，国际金价累计上涨3.17%。有分析认为，如果中东局 势进一步升级，"金价或将继续上涨"。(人民财讯) ...

以色列和伊朗之间的紧张局势加剧，全球股市遭重挫，道指跌超700 点。由于担心原油供应减少，原油价格飙涨、创2022年3月以来最大单日涨幅。避险情 绪则助推黄金收盘创新高，不过油价引发的通胀担忧短期压制避险买盘，美债收益率先跌后涨。 受以色列对伊朗发动袭击影响，美股开盘低开，随着冲突加剧，标普跌回6000点下方、道指跌近1.8%： 亚太时段，据央视新闻，当地时间13日凌晨，以色列对伊朗发动袭击。以伊冲突爆发在全球市场引发巨震，WTI原油一度暴涨超13%后回落，黄金等避险资 产明显拉升，全球股市集体下挫。 欧股盘中，央视报道，以色列称伊朗方面向以色列发射了100多架无人机。冲突加剧一度推动10年期美债收益率下行至4.31%。不过油价引发的通胀担忧压 制避险买盘，美债收益率随后悉数转涨，2年期和10年期美债收益率均上行超4个基点。 美股早盘，据央视，以色列袭击伊朗导致多国关闭领空，全球多地航空股下跌。标准普尔1500航空公司指数下跌近4%，至5月7日以来的最低水平。美国航 空、美联航跌超5%。由于原油价格飙涨，能源、油气和光伏板块提振上行，其中油气板块涨近2.7%。 周五美股三大股指下跌。标普500指数跌破6000 ...

一觉醒来，全球股市遭重挫，道指跌超700 点， 标普指数跌回6000点下方， 德法意股指 收跌超1%， 英国富时100指数收跌0.39%。本周德国股指跌超 3.2%，丹麦股指累涨4.7% 。 欧元区蓝筹股指数本周累跌约2.6%。 由于担心原油供应减少， 原油价格一度飙涨13%， 收涨超7% 创2022年3月以来最大单日涨幅。 避险情绪则助推 黄金收盘创新高， 涨逾1.4% 。 不过油价引发的通胀担忧短期压制避险买盘，美债收益率先跌后涨。 发生了什么？ 以色列袭击伊朗，伊朗发起报复行动， 密集发射上百枚导弹 伊朗最高领袖哈梅内伊13日晚间通过伊朗官方媒体发表声明，称伊朗武装部队将采取武力行动，彻底摧毁以色列政权。 伊朗周五晚向以色列发射了"数百 枚"导弹。 此前据新华社报道，13日，哈梅内伊的国际事务高级顾问阿里·阿克巴尔·韦拉亚提发表声明，宣布美国参与了以色列的袭击。 声明中，韦拉亚提强调，此次袭击发生在国际原子能机构理事会通过反伊朗决议后，以及第六轮伊美核谈判即将开始之前，并将此次袭击描述为以色列面 对伊朗日益增长的实力而"绝望和恐惧"的表现。 声明中，韦拉亚提表示，当前伊朗伊斯兰革命卫队正在准备回应。 周 ...

Group 1 - The recent surge in precious metals prices, particularly silver and platinum, has outpaced gold, attracting significant market attention [3][6] - As of June 6, silver prices increased by 9.04% to $35.9648 per ounce, while platinum reached a high of $1172.59 per ounce, marking a nearly two-year peak [3][4] - Year-to-date, silver has risen approximately 24% and platinum has increased by 28% [3] Group 2 - The price increases of silver and platinum are seen as a technical rebound following gold's previous gains, which rose by 42% over the past year [4][6] - The industrial demand for silver, driven by the solar energy sector, and the automotive industry's need for platinum in catalytic converters are key factors supporting the price increases [7][8] - Both silver and platinum markets are facing supply shortages, with platinum expected to have a shortfall of 30 tons by 2025, exacerbated by declining production in major mining regions [8] Group 3 - The long-term outlook for precious metals remains positive due to ongoing global economic uncertainties and geopolitical tensions, which enhance their appeal as safe-haven assets [10]