Group 1 - The price of SHFE Gold weighted is 782.06, with a change of 8.10 and a change rate of 1.05%. The trading volume is 330,985 lots, and the open interest is 397,647 lots. The highest price is 782.08, the lowest price is 776.80 [5] - The price of SHFE Gold main - continuous contract is 781.40, with a change of 8.22 and a change rate of 1.06%. The trading volume is 249,578 lots, and the open interest is 191,083 lots. The highest price is 781.46, the lowest price is 776.24 [5] - The price of SHFE Gold 2507 contract is 778.50, with a change of 8.02 and a change rate of 1.04%. The trading volume is 18 lots, and the open interest is 879 lots. The highest price is 778.50, the lowest price is 774.16 [5] - The price of SHFE Gold 2508 contract is 778.98, with a change of 7.64 and a change rate of 0.99%. The trading volume is 44,116 lots, and the open interest is 62,625 lots. The highest price is 779.00, the lowest price is 773.80 [5] - The price of SHFE Gold 2509 contract is 779.96, with a change of 7.34 and a change rate of 0.95%. The trading volume is 389 lots, and the open interest is 8,848 lots. The highest price is 780.24, the lowest price is 775.28 [5] - The price of SHFE Gold 2510 contract is 781.40, with a change of 8.22 and a change rate of 1.06%. The trading volume is 249,578 lots, and the open interest is 191,083 lots. The highest price is 781.46, the lowest price is 776.24 [5]

Core Insights - The article discusses the impact of tariff escalations on gold prices, highlighting a rebound in gold as a safe-haven asset due to increased market uncertainty [1] Group 1: Market Dynamics - Tariff upgrades are stimulating demand for gold as a hedge against economic instability [1] - The article suggests that the current order flow analysis may provide entry signals for investors looking to capitalize on gold's price movements [1] Group 2: Investment Signals - Real-time analysis of gold order flows is being conducted to identify potential investment opportunities [1] - The article encourages subscribers to engage with ongoing market trend analyses related to commodities [1]

Group 1 - The core viewpoint of the articles indicates that silver prices are expected to continue fluctuating due to various market factors, including the strength of the US dollar and recent employment data [1][2][3] - The US dollar index was trading around 97.80, with silver opening at $36.99 per ounce and currently trading at approximately $37.10 per ounce [1] - On July 10, the US dollar index rose by 0.10% to close at 97.59, while silver increased by 1.73% to $37.00 per ounce, alongside gains in other precious metals such as gold and platinum [1][2] Group 2 - The recent tariff announcements by the Trump administration have created a complex environment for silver prices, with potential exemptions for certain goods under the USMCA, but also significant punitive tariffs that could reach a cumulative rate of 60% on specific products [2] - Strong US employment data, with initial jobless claims hitting a seven-week low, has diminished market expectations for aggressive interest rate cuts by the Federal Reserve, further impacting silver's appeal [2] - Technical analysis suggests that silver may retreat to a support level of $36.85 per ounce, with a resistance level at $37.29, indicating a potential continuation of a consolidation pattern if upward momentum is insufficient [3]

Market Overview - The three major U.S. stock indices experienced declines, with the Dow Jones down nearly 1%, Nasdaq down 0.92%, and S&P 500 down about 0.8%, indicating a cautious market sentiment [1] Company Performance - Japanese and Korean companies listed in the U.S. faced significant stock price drops, with Nissan down over 7%, Toyota down nearly 4%, SK Telecom down over 7%, and LG Display down more than 8%. This decline is attributed to the uncertainty surrounding tariffs, with Japan and Korea facing a 25% tariff [3] - Tesla's stock fell 6.79%, influenced by Elon Musk's political activities, which raised investor concerns about his focus shifting away from technology and market growth [3] - In contrast, the Nasdaq Golden Dragon China Index saw a slight increase of 0.59%, with Bilibili up over 7% and Baidu nearly 4%, while Xpeng Motors fell nearly 5% and Alibaba down over 2%, indicating a selective investment approach within Chinese stocks [3] Currency and Commodity Markets - The U.S. dollar index rose by 0.53% to 97.48, as investors sought safety in the dollar amid stock market declines, strengthening against major currencies like the euro and pound [4] - Goldman Sachs suggested that the Federal Reserve might lower interest rates as early as September, which could positively impact technology and growth stocks [4] - Oil prices increased despite OPEC+ announcing production increases, with Brent crude rising 1.87% and West Texas Intermediate crude up 1.39%, indicating a tighter supply in the physical market [4] - Gold prices experienced a V-shaped recovery, reflecting investor behavior in response to geopolitical and policy uncertainties [4] Key Factors Influencing the Market - The market volatility is largely driven by "policy" and "expectations," with ongoing concerns about tariff policies, Elon Musk's actions, and the Federal Reserve's interest rate direction being critical factors to monitor for their potential impact on company fundamentals and industry trends [5]

Group A: ETF Holdings - In June, gold holdings changed 19 times, with 11 increases and 8 decreases [3] - The last significant increase in gold prices was influenced by risk aversion, which is expected to continue until a substantial reduction in holdings occurs [3][5] - Recent frequent reductions in holdings indicate that retail investors are cautious about breaking through current price levels, suggesting gold may fluctuate around 3300 [5] Group B: Speculative Sentiment Report - The gold total ratio approached a critical 60% line in late June, with many institutions taking short positions [6] - The market saw a spike above the upper limit, indicating potential short squeezes, but the overall sentiment has returned to a balanced state [8] Group C: Fundamental Analysis Interest Rate Decisions - The Federal Reserve's stance remains slightly softened, with market expectations leaning towards potential interest rate cuts in September if inflation eases and employment data weakens [8] - Predictions for upcoming FOMC meetings show a significant probability of maintaining the current rate of 4.25%-4.50% until late July, with a gradual shift towards lower rates anticipated [8] Major Legislative Proposals - The "Big and Beautiful" bill is under negotiation, with implications for tax cuts, social security reductions, and increased national debt by $3.3 trillion [11][12] - The Senate has passed the bill, but the House's response remains uncertain, which could impact market sentiment [9] Non-Farm Payroll Data - The ADP employment data showed a significant drop, indicating potential weakness in the labor market, which may affect the upcoming non-farm payroll report [12][15] - Expectations for non-farm payrolls are set at 110,000, with variations in the actual data likely to influence gold and dollar valuations [15]

累或不累，无路可退，靠着别人给你的快乐不持久，靠着外界给你的鼓励难继续，自己的快乐要自己给，自己的 信念要自己定，好忙碌的生活，好不足的睡眠，可选了这不知足的梦，唯有不认怂的向前走。 特朗普的"大而美"减税法案于参议院过关之后，以及7月9日贸易协议谈判期限即将到来之际，市场纷纷寻求避 险。另外，美国6月ADP就业人数减少3.3万人，为2023年3月以来最大降幅，利率期货几乎完全定价美联储9月降 息。 黄金本周非但没有延续上周跌势，反而迎来了"V"转回升，成功企稳了3300大关。隔日黄金依旧上行，目前最高 冲击了3366位置，与彬哥预期的3370是相当吻合的。从当前走势来看，多头已经扭转上周颓势，隔日收阳于3350 之上，日线形成三连阳势头，对于多头更加有利。 白银刷新历史高点至37.3遇阻后就没发生什么动静了，一直保持在36.8—35.3区间进行高位震荡。日线布林带呈缩 口运行，多空争夺的比较激烈，上也上不去，下也不想下。但整体局势是牛市看涨无疑，且看震荡过后如何抉择 了，今晚非农能不能指引方向我们拭目以待。操作上在35.8—36.6区间高沽低渣即可，破位就跟随。 压力：36.6——36.8 支撑：35.8— ...

特朗普关税大限逼近，黄金避险再起？金价支撑上移，多头能否守住阵地？点击查看详细分析！ 相关链接 避险与利率博弈，黄金布局时机已到？ ...

Group 1: Gold Market Analysis - The gold market is currently experiencing a weak state, with prices fluctuating around 3332, and there is potential for a rebound if the market weakens further [2][4] - Long-term, gold remains a solid asset for inflation protection and risk aversion, despite pressures from geopolitical stability and the Federal Reserve's cautious stance [2] - Technical indicators show a bearish trend, with a significant drop in prices and a critical resistance level at 3350, suggesting a continued weak outlook unless this level is breached [2][4] Group 2: Oil Market Analysis - The oil market has stabilized after two days of decline, with Brent crude oil prices rising by 1.1% to $67.89 per barrel, and WTI crude oil increasing to $65.08 [5] - The reduction in U.S. crude oil inventories by 4.23 million barrels, exceeding market expectations, indicates strong refinery demand and supports oil prices [5] - Technical analysis suggests a mixed outlook for oil, with short-term bearish trends but potential for upward movement if key resistance levels are surpassed [6]

显然市场要比美联储对美国的通胀受控更为乐观，又或者可以这样说，市场不太看好美国经济和就业， 因此下注于美联储官员需要通过加快降息来刺激经济。 中东局势似有缓和迹象，美股大涨，道琼斯工业指数涨0.89%，收复今年以来失地，年初至今变幅重回 正数，累涨0.09%；特斯拉（TSLA.US）因在德州推出RoboTaxi，股价涨超8%，在此推动下，纳斯达克 指数（IXIC.US）和标普500（SPX.US）分别涨0.94%和0.96%。 盘后，美股大盘指数期货均延续涨势，纳斯达克100指数期货涨0.67%，道指期货涨0.43%，标普500指 数期货涨0.48%。 特朗普声称以色列和伊朗已经同意停火，缓和了中东原油供应短缺的担忧，原油期货价显著回落，WTI 原油期货跌超1%，至每桶66.2美元的两周低位，现报66.7美元。 布伦特原油期货则跌超1%，至大约69.1美元，也是近两周低位，现报每桶69.9美元。 黄金的避险作用减退，金价回落至3,350美元。 最近美联储官员开始放鸽;，表态如果通胀受到控制，支持7月份降息。市场仍在等待鲍威尔周二和周三 在国会作证可能披露的利率意向。有意思的是，交易员都在预期美联储会加快降息步 ...

盘面看，港股油气股全线重挫，截至北京时间10:49，山东墨龙跌超18%，中石化油服跌超12%，吉星新 能源跌超35%；航运及港口股集体下跌，德翔海运跌近14%，太平洋航运跌超12%。 6月24日， 日韩股市 开盘大幅走高，截至北 京时间10:27， 日经225指数涨1.08%， 韩国 综合指数上涨2.51%。A股及港股市场走强，截至北 京时间10:27，恒生指数涨1.66%，上证 指数涨0.91%，站上3400点。 国际金价、油价走低。截至北京时间10:27，伦敦现货黄金跌0.59%；COMEX黄金期货跌 0.85%；美国原油期货主力合约跌2.45%；布伦特原油主力合约跌2.16%。 （图片来源：东方财富APP，统计截至2025/6/24，不作投资推荐） A股港股走强 油气股重挫 A股指数走强，截至10:57，创业板指涨1.87%，上证指数涨0.9%，站上3400点，全市场上涨个股家数超 4500只，游戏、无人驾驶、航空机场等板块指数涨幅居前。 受国际油价大跌影响，A股油气股集体大跌，泰山石油、贝肯能源等大跌，航运方向也多股大跌。 港股方面， 截至10:49， 恒生指数涨近2%。 新华社消息， 据美国阿克西奥 ...