Group 1 - The core viewpoint indicates that gold prices have reached $3,450 per ounce, with a daily increase of 0.2% [1] - There is a notable surge in the market for gold and silver, suggesting a growing interest in these safe-haven assets [2]

最近贵金属市场的表现真是让人眼前一亮。作为一个在量化投资领域摸爬滚打多年的上海人，我注意到昨夜黄金期货价格突然拉升1.55%，报3410.3美元/盎 司。这让我想起十年前刚开始接触量化投资时，也曾被这样的行情搞得晕头转向。 一、市场表象下的深层逻辑 表面上看，这次贵金属上涨与地缘政治风险有关。伊朗核问题再度升温，加上美联储降息预期，确实为避险资产提供了支撑。但作为一个数据控，我更关注 的是这些事件背后机构资金的实际动向。 记得刚入行时，我也和大多数散户一样，总是被各种消息牵着鼻子走。直到后来接触到量化分析工具，才发现市场真相往往藏在数据里。就拿这次黄金行情 来说，关键不在于涨了多少，而在于谁在买、为什么买。 二、从数据看透机构意图 这些年我最大的感悟就是：市场涨跌不是关键，背后的机构行为才是关键。可惜大多数散户看不到这一点。通过长期积累的交易行为数据，我们可以清晰地 看到不同的资金特征。 比如下面这只股票的表现就很有意思： 图中橙色柱体反映的是机构资金活跃程度的数据。可以看到，即便在股价调整时（图中①、②、③、④位置），机构资金依然保持活跃。这说明什么？说明 大资金根本没打算离场。 三、警惕虚假繁荣 相比之下 ...

基本面： -----------当日金银报价------------------ 现货黄金报3398附近美元/盎司； 现货白银报38.85美元/盎司； -----------日内金融市场热点----------------- 20:30 美国 --- 美联储主席鲍威尔在一场监管会议上致欢迎辞。 美元指数：图表显示目前美指为震荡反弹行情。关注压力100.00位置。 周二（7月22日）银价早盘压力位震荡，白银突破区间创近期高点，市场回落后多单布局方案。基本面最新消息数据显示，世界主要黄金消费国上个月进口 了63公吨黄金，为1月份以来最低。现货白银上涨2.1%，报每盎司38.99美元；铂金上涨1.4%，报1440.75美元；钯金上涨2.1%，报1266.04美元。7月21日，国 际评级机构惠誉称，政策风险给美国信用前景蒙上阴影。惠誉在年中更新中，将美国2025年25%行业的前景展望下调至"恶化"，原因是不确定性增加、经济 增长放缓以及预期利率将长期维持在高位。 惠誉表示，近期通过的税收和支出法案凸显了美国财政前景面临的长期挑战，并将给医疗保健相关行业带来压 力。税收法案和先前减税措施的延长相结合，很可能使美政府总赤 ...

周二（7月22日）亚市盘中，黄金期货延续上行态势，最新沪金主力交投于784.92元/克，涨幅0.65%， 投资者们正密切关注欧美贸易谈判的进展、欧盟可能采取的激烈反制措施，以及美联储货币政策的潜在 变化。在这样的背景下，黄金作为避险资产的吸引力正在迅速升温。 打开APP，查看更多高清行情>> 欧盟外交官指出，随着对达成协议的疑虑上升，欧盟正在研究一系列可能针对美国的反制措施。与此同 时，日本的政治不稳定给8月1日截止日前美日达成贸易协议蒙上阴影。 此外，由于特朗普多次呼吁美联储主席杰罗姆.鲍威尔辞职，引发对美联储独立性的持续担忧，美国国 债收益率下跌，也让美元承压。 华尔街指数的创纪录上涨还削弱了美元的避险和收益率的吸引力，助力黄金价格延续上周五的涨势。 【技术分析】 近期黄金期货在760-785元/克区间震荡，现靠近上方阻力位，关注能否有效突破，若破可追多，否则谨 防回调，今日金价上方阻力关注790-800，下方支撑看770-780。 【要闻速递】 本周一，美国与日本及欧盟（EU）贸易协议的不确定性加剧，重燃了对美国经济增长的担忧，这对美 元构成了沉重压力。 《华尔街日报》周一援引消息人士报道称："美国官员 ...

换资前言： 投资市场就好比人生，你在参与，却不能去决定。这个市场不会时时刻刻让你得偿所愿，但会给你很多 可以去规划和争取的空间。投资市场的魅力就在于它充满了不确定性，却有规则可循。犹如人生，太多 做人的道理大家都明白，可是终究还是战胜不了自己个性的弱点。所以说，要想在这个市场上把握到属 于自己的那一份收益，你就需要遵守这个市场的规则，否则你将会被淘汰出局！没有不赚钱的投资，只 有不成功的做单！是否赚钱在于买涨买跌时机的把握，赚钱靠机会，投资靠智慧，理财靠专业。 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？ 周二（7月22日）亚市早盘，现货黄金冲高回落，目前交投于3390.91美元/盎司附近。受到美元走软、 美债收益率下滑以及全球贸易紧张局势加剧的推动，金价周一飙升逾1%，盘中创下五周新高3401.41美 元/盎司，收盘报3396.91美元/盎司。美元指数下跌0.6%，使得以美元计价的黄金对其他货币持有者更 具吸引力。与此同时，10年期美国公债收益率跌至逾一周低点4.348%，30年期收益率也回落至 4.936%。美债收益率的下滑反映了市场对美国经济前景和贸易政策的不确定性担忧，而这种不确定性 为 ...

Core Viewpoint - Silver prices have shown strong upward momentum since early April, supported by multiple favorable factors, including trade uncertainties and monetary policy expectations [1][2][3]. Group 1: Market Dynamics - The upcoming deadline of August 1 for new tariffs imposed by the U.S. on global trade partners has created market uncertainty, providing strong support for silver [2]. - Investors are closely monitoring the progress of U.S.-EU trade negotiations and potential retaliatory measures from the EU, which enhances silver's appeal as a safe-haven asset [2]. - The market anticipates a 59% probability of a Federal Reserve rate cut in September, further boosting silver prices [2]. Group 2: Economic Factors - A weak U.S. dollar has reduced the purchasing cost of silver, attracting buyers [3]. - Ongoing concerns about global economic uncertainty, exacerbated by trade tensions and geopolitical issues, have heightened demand for silver as a safe-haven asset [3]. - Recent global manufacturing data indicates a gradual recovery in industrial activity, positively impacting silver's industrial demand, particularly in Asia's tech manufacturing sector [3]. Group 3: Technical Analysis - Silver's price action has shown a bullish pattern, with significant support levels identified at $38.00 and $37.50, while resistance is noted at $39.00 and $39.13 [4][5]. - The Relative Strength Index (RSI) has reached around 70, indicating strong buying momentum, although it is in the overbought territory [4]. - A breakout above the resistance zone of $38.80-$39.00 could lead to further upward movement towards the July 14 high of $39.13 [4].

日本政坛动荡，欧盟拟制定关税报复计划，市场资金涌入避险资产，黄金恐重拾涨势？金十研究员高阳 正在直播分析，点击进入直播间 相关链接 欧美盘黄金分析中 ...

Core Viewpoint - The Singapore dollar is emerging as a safe-haven currency, but it cannot replace the Japanese yen or Swiss franc [1] Group 1: Currency Performance - Investors are turning to safe-haven assets during uncertain times, including gold, U.S. Treasury bonds, and currencies like the yen, dollar, and Swiss franc [1] - The U.S. dollar, despite being the preferred global reserve currency, has weakened, with the dollar index dropping over 9% year-to-date [1] Group 2: Singapore Dollar Analysis - Analysts suggest that the Singapore dollar may become an alternative choice due to its low volatility and the country's cautious fiscal stance [1] - Singapore's monetary management approach limits large-scale position trading, which may affect the currency's attractiveness [1] Group 3: Future Outlook - Concerns over trade have overshadowed the outlook for the Japanese yen [1] - Experts believe that the euro could potentially become a safe-haven currency on par with the Swiss franc [1]

新华财经北京7月21日电上周（7月14日-7月18日当周）国际金价高位窄幅震荡。当周现货黄金开盘 3364.19美元／盎司，最高触及3377.16美元／盎司，最低3309.81美元／盎司，报收3350.39美元／盎司。 周度累计下跌4.73美元或0.14%，周K线微跌，终结之前的两周连阳。 回顾上周金价的驱动因素，美国经济数据、美联储独立性前景以及关税政策等因素交织作用，使得现货 黄金虽周内波动较为明显，但仍维持震荡走势。 展望新的一周，关税博弈仍在继续，美国最新的制造业和服务业PMI或提供有关特朗普关税政策影响的 最新线索。与此同时，鲍威尔在重压之下能否顶住降息压力，也令市场关注。但考虑到金价7月以来波 动率缩小，预计震荡格局或将延续。 美国通胀数据基本符合预期，避险需求支撑金价 在上周一金价冲高回落之后，黄金市场的焦点就转向了美国6月通胀和零售销售等重要经济数据。 不过，避险需求则成为上周金价尽管面临压力，但仍高位坚挺的支撑。这主要表现在，一方面，市场质 疑消费反弹中可能包含一定"关税推动的价格上涨"成分。另一方面，市场对美国财政赤字、关税政策走 向及美联储独立性问题的担忧持续发酵，推高了对避险资产的需求 ...

Core Viewpoint - The gold market experienced significant volatility triggered by President Trump's comments regarding potential changes in Federal Reserve leadership, leading to sharp price fluctuations and heightened investor anxiety [1][4][6]. Group 1: Market Dynamics - Gold prices faced resistance at the $3375 level, with multiple attempts to breach this threshold resulting in aggressive selling from short sellers, pushing prices back down to around $3340 [1][3]. - The market is influenced by three main forces: Trump's tariff announcements increasing global risk, central banks like China's continuing to accumulate gold, and rising U.S. Treasury yields making gold less attractive [3][4]. Group 2: Immediate Reactions - Following news of Trump's consideration to dismiss Fed Chair Powell, gold prices surged from $3320 to $3377, marking a significant increase of $55 within two hours, reflecting a rush to safe-haven assets [4][6]. - However, after Trump denied the dismissal, gold prices plummeted by $40, highlighting the market's sensitivity to political developments and the potential for rapid reversals [6]. Group 3: Domestic Market Impact - In the domestic market, gold jewelry prices reached 1008 CNY per gram, while the buyback price was only 762 CNY per gram, creating a significant loss for investors who sell immediately after purchase [9]. - Investors in gold bars also faced losses of up to 20%, indicating a challenging environment for retail gold investors amid fluctuating international prices [9]. Group 4: Future Outlook - Market participants are closely monitoring upcoming U.S. economic data, such as initial jobless claims and retail sales, which are expected to influence gold price trends and overall market sentiment [10].