时光荏苒，进入6月初，刚刚，6月3日24时，今年第11次油价以上涨落幕，此次油价终结了此前4月连降的局面，而且，此次油价上涨或仅是开始，下次油价 仍有进一步上涨的支撑，车友们早了解，6月油价"变了天"，国内油价或将重返"7元时代"，具体分析如下： 按照油价形成规定，2025年第12次调价，计价周期从6月4日持续至6月17日，调价时间为6月17日24时，距离本次调价还有9天时间，油价完成本轮周期前3个 工作日，市场处于窄幅上涨的范畴，6月油价或"2连涨"，国内92,95号汽油上涨"猛抬头"，下次调价完成后，92号汽油将涨入"7元时代"！ 据数据显示，截至2025年6月8日，今天是星期天，国内油价调整休市，按照成品油调价安排，本轮计价周期停滞在前3个工作日，参考本周四原油变化，国 内三地原油变化率1.72%，油价统计上涨65元/吨，换算升价，92,95号汽油，新一轮预估上涨0.05~0.06元/升！ 本文完，感谢阅读！随手点赞，给个关注，关注，关注。 按照油价形成机制，以三地原油变化为参考，在原油市场，本周，国际油价大涨6.55%！截至本周五，WTI原油报价64.58美元/桶，布伦特原油报价在66.47 美元/桶 ...

央行增持黄金也受关注，中国5月末黄金储备环比增加6万盎司，为连续第7个月增持。然而，深圳水贝黄金珠宝市 场多位从业者表示，目前下游出货量未见显著增长，金价仍处高位，新款产品不多，从业者较为谨慎。 【环球网财经综合报道】美东时间6月6日，现货黄金价格下跌超1.2%，收报3309.47美元/盎司；6月7日，国内部 分品牌金饰金价重回每克1000元之下。不过，白银价格近期持续走高，本周现货白银价格累计上涨超9%，一度站 上36美元/盎司，为2012年2月以来首次，涨幅远超本周累计上涨约0.6%的现货黄金。 市场公开信息显示，美国银行预计到今年年底或2026年初，黄金价格将达每盎司4000美元，白银价格将达每盎司 40美元；花旗集团将黄金价格短期预测上调至每盎司3500美元，理由是美国关税政策升级及地缘政治风险加剧推 动避险资产走强。（陈十一） 分析人士指出，金银分化主要由金银比修复逻辑、白银特有属性及市场情绪共振驱动。近期金银价格比一度升至1 比100，远高于历史均值，暗示白银或被低估、黄金或被高估。且白银市场规模小，资金流入易引发更大波动。此 外，白银更受益于工业需求提振，市场担心贸易保护措施推升其避险和替代性需 ...

白银价格涨幅超过黄金 市场数据显示，本周现货黄金价格累计上涨约0.6%，而现货白银的累计涨幅却超过9%，站上35美元/盎司关口，其间更是一度突破36美元/盎司关口，为 2012年2月以来首次。 伦敦金现 < w SPTAUUSDOZ.IDC 总量 3351.920 0 3309.470 昨结 3353.827 现手 0 -42.450 -1.27% 开盘 最高价 3375.640 持 仓 外 盘 0 0 最低价 3306.915 增 仓 内 盘 0 0 五日 周K 月K 分时 更多 叠加 - 设均线 - MA5:3353.395↑ 10:3330.236↓ 20:3294.513↓ 3550.832 ← 3500.120 3228.123 2956.125 2905.414 2025-03-28 06-06 05-21 05-05 04-16 金价高位震荡，白银狂飙。 美东时间6月6日，现货黄金价格下跌超过1.2%，收报3309.47美元/盎司。而在6月7日，国内部分品牌金饰的金价也回到了每克1000元之下。 值得注意的是，在黄金价格开启高位震荡行情之际，白银价格近期持续走高，引发市场关注。数据显示，本周，现 ...

交易员们减少了对美联储降息的预期，这一举动显示出市场对美联储的货币政策有了新的看法。多种因 素，包括经济数据、金融市场的变化等，共同影响着交易员们的决策，使他们调整了对降息的押注规模 和预期。 经济数据强劲 近期公布的众多强劲经济数据，成为了交易员决策的重要依据。例如，就业数据大幅超过市场预期，失 业率持续走低，新增就业岗位数量可观，这些都充分反映出美国就业市场的持续繁荣。尽管通货膨胀指 标有所波动，但总体上仍保持稳定，没有出现明显下滑的趋势。这些数据暗示，美国经济目前具备较强 的抗风险能力，使得交易员对美联储是否将立即启动降息程序持保留态度。 市场情绪变化 投资者的心态正在发生微妙的变化。起初，大家普遍认为美联储会降低利率来提振经济。然而，随着经 济数据的公布和政策走向逐渐清晰，投资者的忧虑和谨慎情绪逐渐增强。不少交易员不再像以前那样大 胆地押注利率下调。机构投资者也在重新审视他们的资产配置，减少对那些与降息预期紧密相关的资产 的投入，市场趋势正在发生转变。 美联储表态谨慎 美联储自2024年9月连续降息以来首次维持利 率不变,符合市场预期。 2025年美联储货币政策以"暂停降息"拉开 序幕,后续货币政策路 ...

智通财经6月6日电，花旗将美联储降息预期从7月份调整到9月份。 ...

客服产品系列•日评 国新国证期货早报 2025 年 6 月 6 日 星期五 品种观点： 【股指期货】 周四（6 月 5 日）A 股三大指数集体收涨，沪指涨 0.23%，收报 3384.10 点；深证成指涨 0.58%， 收报 10203.50 点；创业板指涨 1.17%，收报 2048.62 点。沪深两市成交额达到 1.29 万亿，较昨日放量 1374 亿。 沪深 300 指数 6 月 5 日强势依旧，收盘 3877.56，环比上涨 8.81。 【焦炭 焦煤】6 月 5 日焦炭加权指数震荡整理，收盘价 1343.0 元，环比上涨 7.4。 6 月 5 日，焦煤加权指数窄幅震荡，收盘价 759.1 元，环比上涨 11.8。 影响焦炭期货、焦煤期货价格的有关信息： 焦炭：淡季预期拖累需求兑现，铁水日产延续季节性回落趋势，焦炭入炉刚需支撑同步走弱，且钢厂原料维 持低库存运转，对上游压价情绪依然较强，本月焦炭现货仍有 1-2 轮提降预期。 焦煤：蒙煤出口资源税及安全生产月等事件扰动煤炭供给，但政策性减产尚未来临，原煤生产收紧幅度并不 显著，煤矿库存仍处历史高位，而下游需求进入传统淡季，钢焦企业开工负荷及原料备货积极性 ...

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]

6月6日亚市早盘，现货黄金震荡微涨，交投于3360美元/盎司附近。昨日金价一度突破3400美元关口，创四周新高至3403.28美元，但随后因中美领导人通话 释放贸易缓和信号，收盘下跌0.6%至3352.63美元。当前市场聚焦晚间美国非农就业数据，预计5月新增就业13万人，失业率维持4.2%。 | 昨收 | 3352.63 | 最高 | 3368.58 | | --- | --- | --- | --- | | 开盘 | 3354.20 | | 3353.07 | | 买入 | 3362.26 | 卖出 | 3362.46 | 一、基本面解析：多空因素交织 贸易局势缓和压制避险需求 中美领导人通话释放积极信号，特朗普称双方在贸易问题上达成"非常积极的结论"，市场对关税冲突升级的担忧降温，黄金避险买盘减少。但分析师警告， 关税谈判的不确定性仍存，若后续谈判未达预期，避险需求可能迅速回升。 美国经济数据疲软支撑金价 上周初请失业金人数增至24.7万人，连续两周上升，显示劳动力市场放缓。同时，美国4月PCE物价指数同比2.1%低于预期，市场押注美联储9月降息概率升 至87%。非农数据若低于预期，可能进一步强化降息预期 ...

Core Viewpoint - The surge in global risk aversion has led to a significant increase in the precious metals market, particularly gold and silver, with silver emerging as a new favorite among investors [1][7]. Group 1: Market Performance - The Hong Kong and A-share markets have seen substantial gains in the gold and precious metals sector, with China Silver Group rising over 21% and several other companies hitting their daily price limits [2]. - As of the latest data, spot silver has reached over $36 per ounce, marking a 13-year high, while COMEX silver futures are reported at $36.19 per ounce, reflecting a daily increase of 1.08% [5]. Group 2: Demand and Supply Dynamics - The demand for silver is expected to reach record levels in 2024, contributing to a structural deficit in the silver market for the fourth consecutive year, driven by strong industrial demand, particularly in green energy sectors like solar power [8]. - The recent underperformance of U.S. economic data and the anticipation of Federal Reserve interest rate cuts have positively influenced the prices of silver and other industrially used precious metals [8]. Group 3: Geopolitical and Economic Influences - Global geopolitical tensions, including the ongoing Russia-Ukraine conflict and U.S.-Iran relations, have heightened the demand for safe-haven assets, further boosting precious metals [8]. - The recent escalation of trade tensions, particularly with the doubling of tariffs on steel and aluminum by former President Trump, has raised concerns about potential tariffs on other key metals, impacting market sentiment [8]. Group 4: Future Price Expectations - Analysts predict that if U.S. non-farm payroll data falls short of expectations, it could strengthen market bets on a July rate cut by the Federal Reserve, potentially leading to a significant rise in precious metal prices [9]. - Forecasts suggest that silver prices could reach $40 by the end of this year or early 2026, with ongoing central bank purchases and robust safe-haven demand driving this trend [9].

Group 1 - Mortgage rates have seen a slight decline for the first time in a month, with the 30-year average rate at 6.85%, down from 6.89% the previous week, and the 15-year average at 5.99%, down from 6.03% [1] - The Mortgage Bankers Association (MBA) reported a 4% week-over-week decline in purchase applications, although they remain higher than the same period last year, with refinancing applications also down by 4% [1] - The decline in mortgage rates is closely linked to a drop in the 10-year Treasury yield, which fell significantly following weak service sector activity and a sharp decrease in private sector job growth [1] Group 2 - The Federal Reserve does not directly control mortgage rates but influences them through expectations regarding benchmark interest rates [2] - The upcoming non-farm payroll report is anticipated to provide insights into the health of the job market, with economists predicting an addition of 128,000 jobs last month [2]