Core Viewpoint - Concerns over the global trade war are easing, leading to a strengthening of the US dollar [1] Group 1: Trade Developments - The European Union is set to submit a proposal to the White House next week aimed at reducing tariffs and non-tariff barriers [1] - A report from a foreign exchange strategist at Rabobank suggests that if more constructive news emerges regarding trade agreements, the US dollar could benefit from short covering by speculators [1] Group 2: Currency Forecast - Rabobank anticipates that under the assumption of progress in trade agreements, the euro could potentially decline to 1.10 against the US dollar [1]

黄金空头跃跃欲试，3275关口会失守吗？空头能否走出趋势？金十研究员Steven正在直播，点击进入直 播间观看>> 相关链接 ...

黄金陷入区间，关键位置在哪里？美元支撑强劲，黄金或将迎来空头局势？点击查看详细分析... 相关链接 ...

黄金突破3350后下杀，短线多空博弈激烈！"聪明钱"空头持仓锐减，技术形态暗藏双重"杀机"，多头如 何准确埋伏进场？风险资产迎来强劲资金流入，美股押注短线反弹还是趋势反转？非农前实战布局策略 解读>> 相关链接 ...

Group 1 - The article suggests that there are signs of softening in Trump's tariffs, with insiders indicating measures will be taken to mitigate the impact of auto tariffs and prevent "tariff stacking" [1] - Putin has proposed a temporary ceasefire of 72 hours, but Ukraine's foreign minister remains dissatisfied, stating that at least 30 days are needed [1] - Current market sentiment shows a rebound in gold shorts, while crude oil maintains a sell signal, raising questions about future market emotions [1] Group 2 - The data indicates a significant percentage of bullish and bearish positions across various indices, with the Hang Seng Index showing 27% bullish and 73% bearish [3] - The S&P 500 Index has 34% bullish and 66% bearish positions, while the Nasdaq Index shows 54% bullish and 46% bearish [3] - The Dow Jones Index has 53% bullish and 47% bearish positions, and the Nikkei 225 Index shows 34% bullish and 66% bearish [3] - The DAX 40 Index has a notable 76% bearish position [3] Group 3 - In the forex market, the Euro/USD pair has 22% bullish and 78% bearish positions, while the Euro/GBP pair shows 38% bullish and 62% bearish [4] - The Euro/JPY pair has 71% bullish and 29% bearish positions, and the Euro/AUD pair shows a stark 5% bullish and 95% bearish [4] - The GBP/USD pair has 19% bullish and 81% bearish positions, while the GBP/JPY pair shows 52% bullish and 48% bearish [4] - The USD/JPY pair has 44% bullish and 56% bearish positions, and the USD/CAD pair shows 72% bullish and 28% bearish [4] - The USD/CHF pair has a significant 91% bearish position [4]

Core Insights - The Commodity Futures Trading Commission (CFTC) reported that as of the week ending April 22, the net short position in Bitcoin was -806 contracts [1] Group 1 - The CFTC's data indicates a significant level of short selling in the Bitcoin market, with a net short position of -806 contracts [1]

Group 1 - The net long positions held by speculators in NYMEX WTI crude oil increased by 41,736 contracts to 111,199 contracts, reaching a five-week high [1] - The net long positions in NYMEX natural gas decreased to 340,103 contracts, marking a ten-week low [1] - The net long positions in NYMEX gasoline fell to 16,265 contracts, also a five-week low [1] - The net short positions in NYMEX heating oil rose to 8,219 contracts, reaching a four-week high [1]

转而持有NYMEX铂金净空头头寸3,120手合约，创大约13个月新高。 美国商品期货交易委员会（CFTC）：4月8日当周，投机者所持COMEX黄金净多头头寸下降38,088手合 约，至138,465手合约，创13个月新低。 所持COMEX白银净多头头寸降低至21,931手合约，创14周新低。 所持COMEX铜净多头头寸降至14,101手合约，创四周新低。 所持NYMEX钯金净空头头寸增加至13,436手合约，创最近逾七个月新高。 ...

Group 1 - The net short positions in CBOT U.S. Treasury futures decreased by 14,494 contracts, bringing the total to 18,154 contracts as of the week ending April 8 [1] - The net short positions in U.S. ultra-long Treasury futures decreased by 53,719 contracts, resulting in a total of 200,310 contracts [1]

以下文章来源于金牛远望号 ，作者远望 金牛远望号 . 财富需要登高，人生需要远望 点击图片即可免费加入哦 风险提示：本文所提到的观点仅代表个人的意见，所涉及标的不作推荐，据此买卖，风险自负。 作者：金牛远望号 来源：雪球 港股周二又涨麻了 ， 恒生科技一度暴涨5% 。 但也别高兴太早 。 这里面的真实原因 ， 很可能来自于资金层面 —— 连续大涨后 ， 港股空头被逼空 、 被强平了 。 下图是过去5年恒生指数 （ 红线 ） 和港股空头比例 （ 蓝线 ） 走势 。 在近期连续上涨后 ， 港股空头的比例已经从19%迅速下降到14% 。 而更早的时候 ， 也就是2023~2024年的低位 ， 港股空头比例曾一度超过21% 。 换言之 ， 一个市场里 ， 居然有五分之一的资金都在做空 。 可见 港股曾经的情绪之差 。 空头做空的方式很简单 ： 先借入股票并卖出 ， 股价被砸下跌后 ， 再低价买回股票 。 中间赚一个价差 。 万万没想到的是 ， 港股这波非常强势 。 空头需要不断补缴保证金 ， 而且他们往往是带杠杆的 ， 保证金会翻倍式增长 。 看着节节攀升的股价 ， 空头束手无策 ， 越等越亏 ， 越等资金窟窿越大 ...