智通财经6月14日电，据新华社，法国总统马克龙13日呼吁以色列和伊朗保持最大限度克制，以缓和中 东地区局势。法国外交部长巴罗当天说，地区局势变化不会动摇法国承认巴勒斯坦国的决心。马克龙当 天在社交媒体上发文说，为避免以色列袭击伊朗波及整个地区稳定，法国呼吁各方保持最大限度克制， 以缓和局势。法国准备与各方共同努力，推动中东地区局势缓和。他当天分别同沙特阿拉伯、约旦、阿 拉伯联合酋长国、卡塔尔、德国、英国和美国领导人进行了电话沟通。马克龙同时说，法国多次谴责伊 朗持续推进核计划，并将采取一切适当外交措施予以回应。 法国总统呼吁以色列和伊朗保持最大限度克制 ...

卡塔尔埃米尔与美国总统特朗普通电话，强调需要努力实现局势缓和并达成外交解决方案。 ...

斯洛伐克外长：（中东）各方应保持克制，聚焦于缓和局势。 ...

北约秘书长吕特：（就以色列对伊朗的打击）此事对包括美国在内的许多北约盟国至关重要，各方应努 力实现局势缓和，目前已成为首要任务。 ...

Group 1 - The core viewpoint is that gold prices experienced a significant drop after the non-farm payroll report, contrary to initial expectations of a fluctuating market [1] - Multiple factors contributed to the sharp decline in gold prices, including a decrease in interest rate cut expectations, a rebound in the US dollar index, and the Chinese central bank halting gold purchases after 18 months of increases [3] - Geopolitical risks and trade tensions have eased, with positive signals from US-China leadership communications, reducing gold's appeal as a safe-haven asset [3] Group 2 - The analysis indicates that gold prices are likely to continue a downward trend after a significant bearish candlestick formation, suggesting further testing of lower price levels [6] - Key resistance levels for the upcoming week are identified at 3330-35, with a focus on the market's early momentum on Monday [6] - A trading strategy is proposed to short gold above 3330, with a stop loss at 40 and targets set at 3280 and 3260 [8]

马来西亚总理：呼吁泰国和柬埔寨保持克制，缓解紧张局势。 ...

Group 1 - Silver futures surged over 4%, with焦煤 and glass rising over 3%, while synthetic rubber, logs, rapeseed meal, and industrial silicon increased over 2% [1] - The domestic silver price reached a new high, with spot silver surpassing $36 per ounce, marking the highest level since February 2012 [2] - The macroeconomic environment, including easing US-China trade tensions and poor US macro data, has led to increased expectations for Federal Reserve rate cuts, boosting demand for silver [2] Group 2 -焦煤 and glass showed significant rebounds, with both main contracts rising over 3%, driven by supply-side disturbances and rising coal prices [3] - Despite the rebound, the fundamentals for焦煤 and glass remain weak, with national float glass inventory reaching a new high of 69.754 million heavy boxes, up 3.09% from the previous week [3] - The overall sentiment in the market is expected to remain strong in the short term, influenced by production restrictions and coal price trends [3] Group 3 - Aluminum oxide futures experienced a sharp decline, with a nearly 3% drop by the end of the trading session, as domestic production increased due to the resumption of operations in previously shut-down plants [4] - The total inventory of aluminum oxide reached 3.805 million tons, ending a three-week trend of inventory reduction, indicating a shift in market sentiment [4] - The European shipping index fell over 4%, influenced by high prices and funding pressures, despite initial positive macroeconomic sentiment [4]

期货热点追踪 大商所铁矿石期货价格触及一周高点，贸易局势缓和激发市场情绪，铁矿石库存续创14个月新低，后续 价格走势如何？ 相关链接 ...

智通财经APP注意到，随着美股投资者的注意力从贸易紧张局势缓和转向债券收益率上升的威胁，华尔街两大交易部门建议同时利用这两种趋势获利。 瑞银集团和高盛集团的策略是双管齐下：买入消费类股票，随着特朗普政府降低关税方面的强硬言论并施压零售商不要涨价，这类股票将继续跑赢大盘；同 时，做空住房等对利率敏感的市场领域，因为对债务和美国联邦赤字的担忧推高了美债收益率。 贸易紧张局势缓和的乐观情绪降低了全面贸易战的不确定性，后者可能会将经济推入衰退并损害美国消费者。随着贸易战降级，标普500指数已经收复了4月 初以来的跌幅。 与此同时，美国国债下跌，收益率上升，因为随着国会谈判包括延长特朗普减税政策在内的预算协议，对美国财政前景的担忧日益加剧。 瑞银宏观股票策略主管Aaron Nordvik在给客户的报告中写道，如果我们在关税和税收改革方面得到更多好消息，消费类股票还有上涨空间。 周三，投资者对美国国债收益率上升的担忧显现出来，令人失望的美债拍卖结果推动债券收益率飙升至4月市场暴跌期间的水平，投资者随后纷纷抛售美 股。 高盛交易部门写道："长期利率上升将同时给购房者带来挑战，因为抵押贷款利率上升。" 自5月中旬以来，由于市 ...

文字早评 2025/05/20 星期二 宏观金融类 股指 前一交易日沪指+0.00%，创指-0.33%，科创 50+0.00%，北证 50+2.37%，上证 50-0.43%，沪深 300-0.31%， 中证 500+0.09%，中证 1000+0.45%，中证 2000+0.86%，万得微盘+1.52%。两市合计成交 10864 亿，较上 一日-31 亿。 宏观消息面： 1、中国 4 月社会消费品零售总额同比放缓至 5.1%。中国 1-4 月全国房地产开发投资同比下降 10.3%， 新建商品房销售面积同比下降 2.8%。 2、中国 4 月规模以上工业增加值同比增长 6.1%，工业机器人、新能源汽车产量加速增长。 3、"卖出美国"交易抬头，30 年美债收益率升破 5%，美元加剧下跌。 资金面：融资额-18.83 亿；隔夜 Shibor 利率+11.70bp 至 1.6540%，流动性较为宽松；3 年期企业债 AA- 级别利率+0.78bp 至 3.0455%，十年期国债利率-0.80bp 至 1.6735%，信用利差+1.58bp 至 137bp；美国 10 年期利率-2.00bp 至 4.43%，中美利差+ ...