Group 1: Market Overview - The bond market is experiencing a general rise, with expectations that it will benefit from inflows of risk-averse capital due to low stock market volatility [4][19]. - The A-share market is showing signs of rotation, with a total trading volume of 1.15 trillion, indicating a focus on consumer sectors and a majority of stocks rising [22]. - The U.S. stock market is in a phase of slight upward movement, with the Dow Jones, S&P 500, and Nasdaq indices increasing by 0.51%, 0.58%, and 0.81% respectively [29]. Group 2: Asset Class Tracking - The bond market is expected to regain upward momentum as risk aversion increases, particularly if stock market volatility rises [4][19]. - The A-share market is characterized by low volatility and a cautious approach is recommended, especially if indices approach the 3000-point mark [22]. - The foreign exchange market shows the onshore RMB appreciating against the USD, with expectations of reaching around 7.1 [33]. Group 3: Sector Insights - Consumer sectors such as beauty care, beverage manufacturing, and textiles are leading the market, but overall trading volume remains insufficient for sustained growth [22]. - The commodity market is experiencing a rebound, with the Wenhua Commodity Index rising by 0.72%, although it is still in a bearish trend overall [36]. - The agricultural and high-dividend sectors are highlighted as having stronger certainty for future performance [22].

Group 1 - The intensifying geopolitical risks from the Russia-Ukraine conflict and escalating U.S.-China trade tensions have led to a significant increase in gold prices, reaching a four-week high at $3,377, up 2.70% [3][5] - Trump announced an increase in steel and aluminum tariffs to 50%, effective June 4, which has contributed to heightened global market tensions and a decline in U.S. stock markets [3][4] - The ISM Manufacturing Purchasing Managers' Index (PMI) showed mixed signals, with a slight decline to 48.5 in May, indicating a deterioration in business activity, while the prices index remained in the expansion zone at 69.4% [8] Group 2 - The U.S. dollar index fell by 0.72% to 98.71, contributing to the surge in gold prices [7] - U.S. Treasury yields are rising, with the 10-year yield increasing nearly 6 basis points to 4.458%, which may influence investor behavior towards gold [8] - The market anticipates a potential easing of monetary policy by the Federal Reserve, with traders expecting a reduction of 51 basis points by year-end [8]

美国信用评级下调！美元杀跌，美债抛售，避险资金继续抱团黄金！美盘能否突破关键阻力？立即观看 超V推荐官Jason的分析，马上进入直播间>>> 相关链接 ...

当地时间5月15日，鲍威尔在第二届Thomas Laubach研究会议上致开幕词。鲍威尔表示，美国可能正在 进入一个供应冲击更频繁、持续时间也更持久的时期，这对经济和央行来说都是一个艰巨的挑战。 北京时间5月13日晚间，美国劳工统计局公布了4月消费者物价指数（CPI）报告，其中显示，美国4月 CPI同比上涨2.3%，为2021年2月以来新低，低于市场预期的2.4%；4月CPI环比上涨0.2%，低于市场预 期的0.3%，前置为-0.4%。 周四（5月15日），国际金价上演V型反转，亚洲早盘时段现货黄金曾急挫近2%至3120.64美元/盎司， 但随后多方力量强势反扑，推动金价实现单日近2%的涨幅，最终收报3239.58美元/盎司。延续此轮涨 势，周五（5月16日）亚市早盘现货黄金持续攀升，成功突破3250美元关键位并触及3252.05美元高位。 ETF方面，黄金ETF基金(159937) 跳空高开近2%，成交额已超2亿元，该ETF近一年累计涨幅超31%。 市场分析显示，本轮反弹主要受两大因素驱动：其一，俄乌谈判延期至周五，削弱了市场对冲突快速和 解的预期，刺激避险资金重新涌入黄金市场；其二，美国最新经济指标低于预 ...

黄金基本面分析中 黄金逼近3500关口！美指持续走弱，避险资金能否延续助推金价走势？TTPS黄教练基本趋势直播分析 中，立即进入观看！ 相关链接 ...