特朗普此次加税举措，无疑给本就脆弱的全球经济复苏蒙上了一层阴影。市场避险情绪瞬间被点燃，投 资者纷纷寻求安全资产避险，黄金作为传统避险资产，理论上应受追捧。然而，在消息公布后的短时间 内，现货黄金价格并未呈现单边上涨态势，反而出现了剧烈波动。 周二(7月8日)本交易日现货白银午盘维持小涨走势，目前交投于36.75美元附近，白银今日开盘报36.74 美元/盎司，最高触及36.86美元/盎司，最低触及36.64美元/盎司。 【要闻速递】 美国总统特朗普在当地时间7日表示，将从8月1日起分别对来自日本、韩国等14个国家的进口产品征收 25%至40%不等的关税。 特朗普在自己创立的"真实社交"网站上陆续发布了他写给日本、韩国、马来西亚、哈萨克斯坦、南非、 老挝、缅甸、突尼斯、波黑、印度尼西亚、孟加拉国、塞尔维亚、柬埔寨、泰国等14国领导人的信函， 阐述征税理由，并表示新关税将不包括其他行业关税。 根据这些信的内容，日本、韩国、马来西亚、突尼斯、哈萨克斯坦将被征收25%的关税，南非和波黑将 被征收30%的关税，印度尼西亚将被征收32%的关税，塞尔维亚和孟加拉国将被征收35%的关税，泰国 和柬埔寨将被征收36%的关税，老 ...

Group 1 - The easing situation in the Middle East and the rebound of the US dollar are suppressing gold prices, but concerns over the potential reintroduction of high tariffs by the US are stimulating safe-haven buying in gold [1] - The US dollar index has gradually rebounded after hitting a low last week, approaching the 98 level, which has created downward pressure on gold prices [1] - The high tariff suspension announced by Trump in April is set to expire on July 9, and the US Treasury Secretary indicated that tariffs will be reinstated on countries without trade agreements by August 1, raising concerns about the impact on the global economy and trade [1] Group 2 - Gold prices are currently fluctuating within the range of $3,300 to $3,365 per ounce, with a focus on the potential breakout above the $3,350 to $3,365 resistance zone [1] - The current adjustment phase in gold prices has entered its 12th week since reaching a peak of $3,500 per ounce, indicating that the mid-term adjustment may be nearing its end, although the timing and manner of the next move remain uncertain [1] - The overall pattern for silver remains unchanged, with prices fluctuating between $35 and $37 per ounce after breaking through the $35 level, and there is potential for further upward movement towards the $40 to $42 range [2]

Group 1 - Domestic gold prices are rising, with Chow Sang Sang leading the increase by 8 CNY to 1007 CNY per gram, reclaiming the highest price position [1][3] - The price difference between the highest and lowest gold stores has expanded to 38 CNY per gram, with Shanghai China Gold maintaining the lowest price at 969 CNY per gram [1] - Other major brands' gold prices include Lao Miao at 1000 CNY per gram, Liufuk at 1005 CNY per gram, and Zhou Dafu at 1005 CNY per gram, all showing minimal changes [1][3] Group 2 - The gold recovery price has seen a slight increase of 4.3 CNY per gram, with significant price differences among brands [4] - The recovery prices for various brands are as follows: Cai Bai at 762 CNY, Zhou Sang Sang at 766.1 CNY, Zhou Dafu at 769.5 CNY, and Lao Feng Xiang at 775 CNY [4] - International gold prices experienced a V-shaped movement, with the lowest at 3296.09 USD per ounce and closing at 3336.35 USD per ounce, reflecting a 0.04% increase [6] Group 3 - The market is currently influenced by U.S. tariff announcements and geopolitical tensions, which are affecting investor sentiment towards gold [6] - China's central bank reported an increase in gold reserves to 7390 million ounces (approximately 2298.55 tons), marking the eighth consecutive month of accumulation, which strengthens confidence in gold's long-term value [6] - The overall expectation is for gold prices to remain volatile as the market observes developments regarding U.S. tariffs and Middle Eastern tensions [6]

Fundamental Analysis - Gold prices experienced a slight increase, reaching $3345.71 per ounce, reflecting a 0.3% rise, influenced by the interplay between the US dollar and risk aversion sentiment [1] - The announcement of Trump's tariff policy led to a significant drop in US stocks, which in turn spurred a rapid increase in gold prices due to heightened demand for safe-haven assets [1] - The People's Bank of China (PBOC) has increased its gold reserves for eight consecutive months, indicating a strategic emphasis on gold as a key asset amid global economic uncertainties [1] Market Dynamics - As the largest gold consumer globally, China's continuous gold purchases provide crucial support for gold prices, especially in light of potential global trade tensions stemming from Trump's tariff policies [2] - The market is closely monitoring the Federal Reserve's June policy meeting minutes and speeches from various officials for insights into monetary policy, with a high probability of maintaining interest rates in July at 95% and a 60% chance of a rate cut in September [2] Technical Analysis - Current gold market trends indicate an upward price movement, with strategies suggesting support for long positions and resistance for short positions [6] - The MACD indicator shows upward momentum, although market activity appears to be decreasing, suggesting a cautious trading approach [6] Trading Strategies - Suggested trading strategy includes placing a short position around $3339 with a stop loss at $3346 and a take profit target in the $3310-$3300 range [7]

Group 1 - Gold prices experienced a slight increase, reaching $3,345.71 per ounce, reflecting a 0.3% rise, amidst a tug-of-war between the US dollar and risk aversion sentiment [1] - The announcement of Trump's tariff policy led to a significant drop in US stocks, which in turn spurred a rapid increase in gold prices as investors sought safe-haven assets [1] - The sensitivity of the gold market to external shocks was highlighted by its quick rebound from a low of $3,296.37 per ounce [1] Group 2 - The People's Bank of China has been increasing its gold reserves for eight consecutive months, indicating a strategic emphasis on gold as a key asset amid global economic uncertainty [3] - China's status as the largest gold consumer globally means its central bank's purchasing actions provide substantial support for gold prices, especially in light of potential trade tensions from Trump's tariff policies [3] - The market is closely monitoring the Federal Reserve's policy meetings and speeches, as rising inflation expectations complicate the outlook for interest rate cuts, which could impact gold prices negatively in the short term [3]

亚太早盘，日本日经225指数上涨0.36%，东证指数上涨0.31%。韩国Kospi综合指数上涨了0.44%，小盘股Kosdaq 指数上涨0.19%。 美国总统特朗普的关税达摩克利斯之剑再度高悬于全球各经济体和市场之上。据新华社报道，美国总统特朗普7日 表示，将从8月1日起分别对来自日本、韩国等14个国家的进口产品征收25%至40%不等的关税。 今日亚太各主要股指对此反应相对平淡，仍整体维持涨势，但汇率纷纷走低。隔夜美股美债再度遭遇抛售，美元 近期反弹但仍被看空，避险情绪重燃促金价V型反转。 富时新加坡海峡指数开盘涨0.18%，报4039.06点。 日本长债收益率延续昨日涨势，30年期日债收益率涨6个基点至3.025%，20年期日债收益率涨5个基点至2.475%。 香港恒生指数开盘涨0.17%报23927.53点，恒生科技指数涨0.28%，恒生中国企业指数涨0.22%。上证指数同样高开 0.04%，创业板指跌0.03%。先进封装、存储器、半导体、电力题材走强；光伏玻璃、CPO、金融科技、中船系、 算力概念股走弱。 对于特朗普加征关税威胁，日本内阁官房长官林芳正表示，日本和美国正在进行关税谈判但尚未达成协议；将竭 ...

特朗普还宣布对马来西亚征收25%的关税，老挝和缅甸则将面临40%的关税。其他被征收关税的国家包 括印度尼西亚(32%)、孟加拉国(35%)以及泰国和柬埔寨(36%)。 美国Axios新闻网称，美国总统特朗普周一发出关税信，对主要盟友征收25%的关税。 Axios指出，经过数月的威胁，特朗普突然再次升级贸易战。对于那些渴望确定性、经历了一段相对平 静时期的企业来说，此举可能会再次打破这种平衡。这也给基本上已经进入后关税时代的金融市场注入 了新的风险。 【技术分析】 黄金日线周一收阳，十字星后很可能就会破位日线布林中轨的压制，那么，多头就能形成单边走势，到 时候就难以形成调整了，上方就可以看到3400，3430高点，因此，黄金的多头表现很明确，但在日线还 差一个布林中轨的破位。H4中期的技术形态低位三连阳，布林收口，站稳在布林中轨之上是绝对的强 势，金价继续上涨上方就看3365附近，3365是上周的高点，这个点位破位布林拉开，本周就有可能形成 大涨空间看到3400，3430。所以，周一，周二，周三黄金行情还是看涨，但要等待调整做多，看涨先关 注3365的得失。 周二（7月8日）亚洲时段，现货黄金维持窄幅震荡，目前 ...

Group 1 - Gold prices are currently stabilizing above the $3,330 mark, following a fluctuation where prices initially fell and then rose due to increased safe-haven demand triggered by U.S. tariffs on Japan and South Korea [1] - The U.S. is set to impose higher tariffs on multiple countries, with Japan, South Korea, Kazakhstan, Malaysia, and Tunisia facing a 25% tariff rate, effective August 1 [2] - The technical analysis indicates that gold is experiencing a narrow range of fluctuations, with current resistance levels at $3,350, $3,360, and $3,380, while support levels are at $3,300, $3,280, and $3,260 [3] Group 2 - The short-term trend for gold is likely to remain weak, with the price facing pressure around the $3,340 level, suggesting potential adjustments in the near term [3] - The overall market sentiment is influenced by the strong U.S. dollar, which is limiting the extent of gold price rebounds despite rising geopolitical tensions [1]

Group 1 - The core viewpoint of the news is that President Trump's announcement of imposing tariffs on imports from Japan, South Korea, and 14 other countries has heightened global market volatility and increased demand for safe-haven assets like gold [2][3] - The tariffs range from 25% to 40%, which has raised concerns about the fragile global economic recovery and intensified market fears of a recession [2][3] - Despite the surge in demand for gold as a safe-haven asset, the immediate reaction in gold prices was volatile, influenced by a stronger dollar and pre-existing market expectations regarding Trump's policies [2][3] Group 2 - The ongoing geopolitical tensions and trade frictions are reshaping global supply chains, which enhances gold's appeal as a safe-haven investment [3] - Central banks worldwide are increasing their gold reserves, with China's central bank having added gold for eight consecutive months, indicating a trend towards "de-dollarization" in the global monetary system [3] - Technical analysis of gold prices shows a range-bound movement, with key resistance levels at 3350 and 3360, and support levels at 3330 and 3320, suggesting a cautious trading environment [4]

今 日 早 评 重点品种： 【短评-原油】欧佩克+的八个产油国在8月3日继续举行会 议，以审查市场状况、合规情况和补偿事宜。依据列表，8月份 沙特阿拉伯原油日产量可以达到975.6万桶；俄罗斯原油日产量 可以达到934.4万桶。伊拉克原油日产量可以达到417.1万桶， 阿联酋原油日产量可以达到327.2万桶；科威特原油日产量可以 达到251.8万桶；哈萨克斯坦原油日产量可以达到153.2万桶。 评：OPEC+维持增产的立场不变。短期原油低库存，消费旺季， 成品油开工和加工利润尚可。中期重点关注6-8月期间OPEC+实 际产量落实情况。短期震荡，中期等待沽空时机成熟。适度提 防地缘演化。 【短评-黄金】美国总统特朗普接连在社媒上公布其对多个 国家发出的关税信函，截至目前，其已对14个国家发出最新的 关税税率威胁。其中日本、韩国、哈萨克斯坦、马来西亚和突 尼斯面临25%的关税税率，南非、波斯尼亚税率为30%，印尼税 率为32%，孟加拉国和塞尔维亚为35%，泰国和柬埔寨税率为 36%，老挝和缅甸税率为40%。上述关税将于8月1日生效。评： 关税扰动再起，避险情绪对贵金属或有一定支撑，但是本次关 税扰动或较弱，市场关 ...