Core Viewpoint - The article discusses the strategic shifts of the U.S. under President Trump regarding the Russia-Ukraine conflict, highlighting his inconsistent approach and recent announcements about military support for Ukraine and potential tariffs on Russia [1][2]. Group 1: Tariffs and Economic Measures - Trump expressed dissatisfaction with the ongoing Russia-Ukraine conflict, threatening to impose severe tariffs on Russia if no agreement is reached within 50 days, with a proposed tax rate of approximately 100% [4]. - A White House official clarified that the tariffs would apply to Russia and countries purchasing Russian oil if an agreement is not achieved [4]. Group 2: Military Support for Ukraine - The U.S. has reached an agreement with NATO to supply advanced weaponry to Ukraine, with Trump stating that NATO will coordinate the delivery of these weapons [5][6]. - Trump mentioned that NATO would cover the costs of military equipment, with significant supplies, including the "Patriot" missile system, expected to arrive in Ukraine within days [6]. - Several European countries, including Germany and Canada, are also expected to contribute to the military support for Ukraine through NATO [6]. Group 3: Legislative Actions and Sanctions - Trump expressed uncertainty about the necessity of a new severe sanctions bill against Russia being pushed by some Republican senators, indicating a mixed stance on legislative actions [7][8]. Group 4: Ukraine's Response and Cooperation - Ukrainian President Zelensky described his recent conversation with Trump as "very positive," discussing the military needs of Ukraine and the importance of ongoing cooperation [10][11]. - Zelensky also communicated with NATO Secretary General Stoltenberg, emphasizing the collaborative efforts to enhance support for Ukraine [13][14]. Group 5: U.S. Military Procurement - The U.S. Army plans to significantly increase its procurement of "Patriot" missile systems, raising the target from 3,376 to 13,773 units for the upcoming fiscal year [22]. - This increase in procurement is seen as a strategic move to bolster military capabilities both for Ukraine and U.S. forces stationed in the Middle East [22][23]. Group 6: Military Aid Dynamics - The article suggests that the U.S. aims to expand its arms business through the provision of "paid assistance" to Ukraine, leveraging the situation to secure more funding from allies for military purchases [24][25]. - The need for additional "Patriot" systems is critical for Ukraine's defense capabilities against Russian threats, highlighting the urgency of U.S. support [25].

Group 1: U.S. Policy on Ukraine and Russia - President Trump has made multiple strategic adjustments regarding the Ukraine-Russia issue without achieving substantial progress, shifting from claims of resolving the conflict in 24 hours to lengthy diplomatic negotiations [1] - Trump expressed dissatisfaction with Russia and threatened to impose severe tariffs if no agreement is reached within 50 days, indicating a potential 100% tariff on Russia and secondary tariffs on countries purchasing Russian oil [3][4] - The U.S. has reached an agreement with NATO to supply advanced weaponry to Ukraine, with NATO coordinating the distribution of these weapons to the battlefield [4][5] Group 2: Military Aid and Weapon Procurement - The U.S. Army plans to significantly increase its procurement of the "Patriot" missile system, raising the target from 3,376 to 13,773 units, indicating a strategic focus on enhancing military capabilities [10] - The increase in "Patriot" missile procurement is seen as a move to expand arms sales and leverage financial support from allies, with Ukraine's military urgently needing more advanced defense systems [11] - NATO countries, including Germany, Finland, and Canada, are also expected to contribute to the rearmament of Ukraine, with various types of military aid being discussed [4][7]

Group 1 - The core viewpoint of the article highlights a significant phone call between Ukrainian President Zelensky and U.S. President Trump, indicating the importance of U.S.-Ukraine relations in the context of the ongoing conflict with Russia [1] - The conversation lasted approximately 40 minutes, focusing on the situation in Ukraine and the issue of air defense supplies [1]

Market Focus - The Federal Reserve is set to announce its June interest rate decision, with the "dot plot" reflecting officials' expectations for rate changes being a key focus for market participants [1] - The ongoing geopolitical tensions, particularly the Russia-Ukraine situation and the Israel-Iran dynamics, are influencing market volatility [2] Gold Market Analysis - Gold has experienced significant fluctuations, with a daily high of 3403 and a low of 3366, indicating a volatile trading environment [2] - The resistance level for gold has shifted from the 3403-3405 range to 3396, with further upward movement expected to face resistance at 3417-3420 and 3430-3433 [4] - Key support levels for gold are identified at 3383, 3375-3373, and 3360, with a potential downward move towards 3340 and 3320 if these levels are breached [4] Silver Market Analysis - Silver continues to rise, breaking through the 37 level, with attention on resistance at 37.5 and 38.2 for potential short positions [5] - Support levels for silver are noted at 35.5 and 34.6, indicating areas for potential long positions [5] Crude Oil Market Analysis - Crude oil is experiencing significant volatility, with recent fluctuations comparable to the past two months, driven by geopolitical factors [6] - Following a substantial drop of over 7 dollars, crude oil has shown signs of recovery, with a focus on resistance levels for potential short positions and support levels at 73.0, 69, and 71 [8]

Core Viewpoint - The international gold price is expected to maintain a bullish outlook despite fluctuations, with potential support levels identified for future buying opportunities [1][5][10]. Market Performance - On June 9, gold opened at $3311.77 per ounce, reached a low of $3293.69, and closed at $3325.39, marking a daily increase of $13.62 or 0.41% [1]. - The daily trading range was $44.23, indicating significant volatility [1]. Influencing Factors - The U.S. dollar index is experiencing downward pressure due to internal conflicts and geopolitical risks, which has contributed to a rebound in gold prices [3][8]. - The market is currently cautious, with a lack of clear driving factors, and gold's performance is expected to be volatile until it breaks through short-term moving averages [3][7]. Technical Analysis - The monthly chart indicates that gold prices remain above the 5-month moving average, maintaining a bullish trend despite recent volatility [10]. - The weekly chart shows that while bullish momentum has weakened, key support levels are still intact, suggesting potential buying opportunities on dips [12]. - The daily chart highlights that gold has not broken below key support levels, indicating that any pullbacks could present buying opportunities [14]. Economic Indicators - Upcoming U.S. CPI data is anticipated to influence market sentiment, with expectations of rising inflation potentially benefiting gold prices [5][8]. - The overall economic environment, including rising fiscal deficits and geopolitical tensions, continues to support gold as a safe-haven asset [8].

Core Viewpoint - Recent fluctuations in gold prices are primarily influenced by the relationship between China and the U.S., as well as the ongoing Russia-Ukraine conflict [4]. Group 1: Factors Influencing Gold Prices - The recent improvement in U.S.-China relations, indicated by the June 5 phone call between the leaders, suggests a potential easing of trade tensions, which could stabilize global markets and reduce the demand for gold as a safe-haven asset [4]. - The Russia-Ukraine conflict, while currently limited, could lead to increased demand for gold if the situation escalates. However, the current restraint from both sides indicates limited immediate impact on gold prices [4]. Group 2: Current and Future Price Predictions - Current gold prices are approximately 830 yuan per gram, which is considered a high point [6]. - It is anticipated that gold prices may fluctuate between 750 and 780 yuan per gram in the short term, with a potential drop to around 680 yuan if substantial progress is made in U.S.-China relations [7]. - The likelihood of gold prices falling below 650 yuan is minimal due to the absence of significant interest rate hikes from the Federal Reserve and the European Central Bank [7]. Group 3: Long-term Considerations - Long-term gold price trends will be influenced by global inflation, changes in monetary policy, and fiscal policies across countries, leading to potential volatility [7]. - While gold can be a part of an investment strategy, it is advised to diversify investments rather than concentrating solely on gold due to inherent market risks [9].

Group 1 - The core viewpoint indicates that Trump is willing to resume tariff negotiations under pressure from the EU, leading to a drop in spot gold prices and a tense market environment [1] - The ongoing uncertainty in the Russia-Ukraine situation is highlighted, with Trump publicly condemning Putin and the EU considering new sanctions against Russia [1] Group 2 - The market sentiment is described as being in a state of contention, with various indices showing differing levels of bullish and bearish positions [3][4]

Core Viewpoint - The U.S. President Trump emphasized the significant stakes the country has in the Russia-Ukraine situation [1] Group 1 - The U.S. has considerable interests in the ongoing conflict between Russia and Ukraine [1]

Group 1 - Gold prices opened higher on April 28, reaching around 3336/3337 before facing resistance and dropping to a low of approximately 3268, eventually stabilizing [2] - The market experienced fluctuations during the European session, trading within the range of 3330-3370, and saw a significant upward movement during the US session, peaking at around 3353 [2] - The recent price action resulted in a daily candlestick with a long lower shadow, indicating potential bullish sentiment [2] Group 2 - In terms of fundamental factors, Trump stated that there are no red lines that could change the tariff policy, while the US Treasury Secretary indicated that a preliminary trade agreement might be reached soon, potentially involving India [3] - The ongoing Russia-Ukraine situation includes a proposed 72-hour ceasefire during the Victory Day celebrations, and a potential mineral agreement between the US and Ukraine [3] - Iran has suggested meeting with European representatives before the next round of talks with the US, with discussions possibly occurring on May 3 [4] Group 3 - From a technical perspective, gold has entered a phase of consolidation after significant declines, with alternating bullish and bearish daily candlesticks [5] - The 5-day and 10-day moving averages have formed a death cross, typically signaling a weakening short-term trend, yet recent price increases have positioned gold above these averages [5] - The four-hour chart indicates a consolidation channel, with key resistance levels identified at 3367-3371 and 3376/3377, while support levels are at 3373/3371 and the critical low of 3360 [7] Group 4 - Upcoming financial data and events to monitor include the German Gfk consumer confidence index, Eurozone industrial and economic sentiment indices, and various US economic indicators such as JOLTs job openings and consumer confidence index [8]

俄罗斯总统普京：需要审查乌克兰的提议。 ...