基本面消息，在周四的亚市和欧市盘中，由于美元在周三大涨超1%之后有所回落，推动金价的持续反 弹，再加上周三金价大跌之后，部分投资者选择逢低买入，这也推动了金价走强，并再度重返3300美元 关口。 分析人士指出，当金价跌破3300美元时，交易者将其视为具有价值的投资机会，尤其是在当前经济不确 定性加剧、且特朗普发布新一轮关税威胁（包括对巴西商品重新加征关税等）的背景下。 截至7月31日，全球最大的黄金ETF SPDR Gold Trust持仓量为954.51吨，较前一个交易日减少0.86吨。 在金价走势持续低迷之际，黄金ETF持仓量继续减少。 7月31日，现货黄金冲高回落，盘中一度上冲至3314.87美元/盎司，进入美盘之后持续收窄涨幅，并回 到3300美元/盎司关口下方，收于3288.70美元/盎司，涨13.78美元或0.42%。 这引发了金价的持续回调，因为通胀的升温，可能会进一步打压美联储降息预期。尤其是在周三美联储 货币政策声明释放鸽派信号，但是美联储主席鲍威尔却意外释放鹰派基调的情况下，使得市场对于9月 降息预期有所降温。 技术面来看，21日简单移动平均线(SMA)周三在日收盘时跌破50日移动平均线， ...

Core Viewpoint - The gold price remains stable around $3327 per ounce as the Federal Reserve's interest rate decision approaches, with limited bullish potential for gold [1][2]. Market Expectations - The market widely anticipates that the Federal Reserve will maintain interest rates, with investors closely analyzing the wording of the statement and Chairman Powell's speech for clues on future rate cuts [4][5]. Technical Analysis - Despite a reduction in negative momentum, there is still a risk of further declines in gold prices. The 20-day simple moving average (SMA) acts as a dynamic resistance at $3345 per ounce, while the 100-day SMA provides support at $3250 per ounce [6]. - Key support levels for gold are identified at $3301.90, $3287.30, and $3274.05 per ounce, while resistance levels are at $3345.00, $3361.80, and $3377.15 per ounce [8].

Core Viewpoint - Gold prices are rebounding, driven by concerns over trade tensions and a decline in U.S. Treasury yields, following recent tariff announcements by President Trump [1][2][3][5]. Group 1: Market Dynamics - Gold prices have rebounded from a weekly low of $3283, supported by the weakening U.S. dollar and declining Treasury yields [3][5]. - The U.S. Treasury yields have decreased due to renewed economic growth concerns and strong demand for $39 billion in 10-year bonds [6]. - President Trump announced new tariffs on various goods, including a 20% tariff on products from the Philippines and 50% on copper imports, effective August 1 [6][7]. Group 2: Technical Analysis - Gold prices successfully recovered the key 38.2% Fibonacci retracement level of $3297, despite briefly testing below this level [12]. - The Relative Strength Index (RSI) is currently near 48.50, indicating a lack of bullish confidence [12]. - A sustained breakthrough above the 50-day Simple Moving Average (SMA) resistance at $3323 is necessary for a meaningful rebound towards the 21-day SMA at $3346 [13]. Group 3: Future Outlook - The focus is on Trump's tariff negotiations, upcoming U.S. economic data releases, and speeches from Federal Reserve policymakers for new trading signals for gold prices [9]. - Continued weakness in the dollar and low Treasury yields may provide ongoing support for non-yielding gold prices [9]. - If gold prices are rejected at the 50-day SMA, increased selling pressure could lead to a test of the 38.2% Fibonacci support level at $3297 [14].

Group 1 - Netflix Inc has been downgraded to "neutral" from "buy" by Seaport Research Partners due to concerns over its long-term valuation and limited growth potential, particularly regarding advertising and new project launches [1] - The stock has experienced significant growth since mid-2022, with a 45% increase in 2025 and reaching a record high of $1,341.15 on June 30 [2] - The 14-Day Relative Strength Index (RSI) for Netflix closed at 71, indicating it is nearing "overbought" territory, which could signal potential price declines [2] Group 2 - Options traders are increasingly buying puts, with a 50-day put/call volume ratio of 0.87, ranking higher than 98% of readings from the past year, suggesting a growing interest in protective positions [3]

Core Viewpoint - Gold prices continue to decline, dropping below $3,250, influenced by a strengthening dollar and cautious sentiment from the Federal Reserve's meeting minutes [1][3][4]. Group 1: Market Dynamics - The recent rise in the dollar is driven by strong buying interest, supported by the Federal Reserve's cautious meeting minutes and a court ruling against Trump's tariffs [4][5]. - The court ruled that Trump's tariffs were illegal, stating he lacked the authority to impose broad tariffs on goods from countries that sell more to the U.S. than they purchase [5]. - Market optimism was bolstered by Nvidia's strong earnings report, which exceeded industry expectations, contributing to the dollar's recovery [6][7]. Group 2: Technical Analysis - The Relative Strength Index (RSI) has broken below the midline, indicating a potential shift in buying interest for gold, with key support at $3,295 being breached [2][16]. - Sellers currently dominate the market, with the next critical support level for gold at $3,230, coinciding with the 50-day Simple Moving Average (SMA) [16]. - If gold closes below $3,230, attention may shift to the 61.8% Fibonacci support level at $3,168, which previously saw a rebound to a two-week high of $3,366 [17][18]. Group 3: Upcoming Economic Indicators - Focus is shifting to upcoming U.S. economic data releases, including the core Personal Consumption Expenditures (PCE) price index, which could influence the Federal Reserve's stance and potentially lead to a dollar pullback [10][11]. - Weekly unemployment claims and revised GDP data may provide trading incentives for both dollar and gold traders [12].

Group 1 - Peloton Interactive Inc reported a fiscal third-quarter loss of 12 cents per share, which was wider than the expected loss of 7 cents per share, but still represents a 73% improvement year-over-year [1] - The company's revenue for the quarter was $624 million, exceeding expectations but showing a decline compared to the previous year [1] - Peloton has raised its outlook for 2025, indicating a positive long-term perspective despite current challenges [1] Group 2 - Following the earnings report, Peloton's stock dropped 13.8% to $6.02, with the stock having averaged a 19% post-earnings swing over the past two years [2] - Year-to-date, Peloton's equity is down 29.4%, and the stock has faced resistance at the $7 level, which aligns with its 80-day moving average [2] - The 14-Day Relative Strength Index (RSI) for Peloton was noted at 80, indicating it was deep in "oversold" territory prior to the drop [2] Group 3 - There is a notable interest in options trading for Peloton, with 65,000 calls exchanged compared to 8,302 puts, resulting in an overall options volume that is 2.5 times the average daily amount [3] - The most popular options are the weekly 5/9 6-strike call and the June 8 call, suggesting bullish sentiment among options traders [3] Group 4 - Over the past two weeks, there has been a significant call bias in Peloton's options trading, with 24,255 calls traded against just 4,447 puts [4]