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百利好早盘分析:懂王继续搞事 金价表现强势
Sou Hu Cai Jing· 2025-07-14 02:14
Group 1: Gold Market - President Trump continues to challenge the Federal Reserve, criticizing Chairman Powell's performance and pushing for interest rate cuts, which could drive gold prices higher if the Fed responds to his pressure [2] - Trump's recent imposition of a 30% tariff on Mexico and the EU may negatively impact the dollar's credibility, leading to a depreciation of the dollar that would benefit gold prices [2] - Technical analysis indicates a strong short-term bullish trend for gold, with a focus on resistance at $3392 and support at $3343 [2] Group 2: Oil Market - Ongoing ceasefire negotiations in Gaza are creating uncertainty in the Middle East, which is expected to provide support for oil prices [4] - The number of active oil rigs in the U.S. decreased to 424, suggesting a potential decline in U.S. crude oil production, which could also support oil prices [4] - The IEA's monthly report has raised oil supply forecasts for the next two years while lowering demand expectations, indicating limited upside potential for oil prices [4] Group 3: Copper Market - Recent strong performance in copper prices has led to a significant breakout above previous highs, suggesting a high probability of maintaining a strong short-term trend [7] - Short-term focus is on testing support at $5.35 after a strong upward movement [7] Group 4: Nikkei 225 - The Nikkei 225 index is currently experiencing weak fluctuations, with indicators showing a downward trend below the 20-day moving average, raising concerns about further declines [8] - Attention is on testing support at 38879 [8]
关税战持续 银价的补涨行情有望持续
Jin Tou Wang· 2025-07-13 23:02
Group 1 - As of July 11, 2025, the main contract for Shanghai silver futures closed at 9040 yuan/kg, with a weekly increase in open interest by 152,238 contracts [1] - During the week of July 7-11, the Shanghai silver futures opened at 8919 yuan/kg, reached a high of 9118 yuan/kg, and a low of 8840 yuan/kg, resulting in a weekly change of 1.38% [1] Group 2 - Federal Reserve officials have signaled a dovish stance, with Waller suggesting a potential rate cut in July and Daly emphasizing that tariffs may not impact inflation as much as expected, indicating room for about two rate cuts this year [2] - On July 9, the trading volume for silver futures at the Chicago Mercantile Exchange (CME) was 50,874 contracts, a decrease of 9,779 contracts from the previous trading day [2] - On July 10, the Shanghai Futures Exchange recorded a decrease of 23,751 kg in silver warehouse receipts, with a total reduction of 43,634 kg over the past week, representing a decline of 3.25% [2] Group 3 - Guotai Junan Futures believes that after a significant rebound, silver prices will revert to fundamentals under commodity attributes, with global silver supply expected to increase and demand to decrease, narrowing the supply-demand gap to a four-year low [3] - Jinyuan Futures notes that despite Trump's tariffs boosting demand for safe-haven assets, a strong US dollar limits gold price increases, while high copper tariffs are positively impacting silver prices [3] - The current market's reduced sensitivity to tariffs and rising risk assets have diminished gold's attractiveness, while silver's strong performance is attributed to its low price and demand for a rebound [3]
金十数据全球财经早餐 | 2025年7月14日
Jin Shi Shu Ju· 2025-07-13 22:54
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 特朗普宣布对欧盟、墨西哥征收30%关税 美联储古尔斯比:最新的关税威胁或推迟降息 财政部:加强国有商业保险公司长周期考核 科创板试点IPO预先审阅机制 "国铀一号"成功生产下线"第一桶铀" 市场盘点 上周五,美元指数区间震荡,始终徘徊在98关口下方,最终收涨0.307%,报97.85,全周累涨近1%,脱离三年来的低点。美债收益率大涨,基准的10年期美 债收益率收报4.412%,2年期美债收益率收报3.91%。 由于特朗普宣布更多关税信函后避险情绪升温,现货黄金连续第三日走高,盘中触及6月24日以来的最高水平,最终收涨0.99%,收报3355.91美元/盎司;现 货白银涨势更加显著,最终收涨3.56%,报38.38美元/盎司,创2011年9月以来新高。 随着油市焦点转移至美国对俄罗斯的潜在制裁,两油盘中拉升。WTI原油站上67美元关口,最终收涨2.55%,报67.59美元/桶;布伦特原油收涨2.53%,报 70.04美元/桶。 美联储总部翻修问题成扳倒鲍威尔的关键 ...
黄金走势推演与后市机会分析(2025.7.13)
Sou Hu Cai Jing· 2025-07-13 07:47
Group 1: Market Overview - The week started with gold prices experiencing fluctuations and a downward trend, followed by a rebound on Wednesday and continued upward movement on Thursday and Friday, resulting in a weekly candlestick with a lower shadow [2] - The Trump administration has intensified trade policies, imposing a 25% tariff on goods from Japan and South Korea, and a 50% tariff on imported copper, which may lead to increased manufacturing costs in the U.S. [3] - The U.S. trade deficit reached a record high of $100.4 billion in May 2024, contributing to uncertainty in trade policies that support gold prices [3] Group 2: Federal Reserve Insights - The Federal Open Market Committee (FOMC) maintained interest rates at 5.25%-5.5% during the June meeting, with expectations of a potential 50 basis point cut by the end of 2025 [3] - Market expectations indicate a 70% probability of a rate cut in September, while the likelihood for July is only 15% [3] - Various Federal Reserve officials have expressed differing views on potential rate cuts, with some supporting a July cut while others remain cautious [4] Group 3: Economic Data and Indicators - The upcoming focus will be on the June U.S. Consumer Price Index (CPI), with expectations of a 3.1% year-over-year increase and a 3.4% rise in core CPI, which could influence the likelihood of a July rate cut [4] - Other important economic indicators include retail sales and the preliminary consumer sentiment index from the University of Michigan [4] Group 4: Technical Analysis - The current market movement aligns with the expected wave structure, indicating that the second wave's adjustment is concluding, and a third wave structure is anticipated to begin [8] - The focus for the upcoming week will be on confirming the completion of the second wave's three-wave structure before entering the C-3 wave opportunity [11]
国防部回应!
券商中国· 2025-07-13 06:58
Group 1 - The spokesperson of the Ministry of Defense, Jiang Bin, commented on Japan's claims regarding Chinese military aircraft "abnormally approaching" Japanese planes, stating that recent Japanese reconnaissance activities in China's East China Sea Air Defense Identification Zone were met with lawful and professional responses from Chinese military aircraft [1] - Jiang emphasized that the actions of Japanese naval and air forces conducting close reconnaissance against China are the root cause of security risks in Sino-Japanese maritime and aerial relations [1] - The spokesperson expressed a desire for both countries to work towards creating a stable environment for the development of bilateral relations [1]
为什么海带都要打个结?
券商中国· 2025-07-12 23:24
Group 1 - The article discusses the popularity of kelp as a food item and its common presentation in various dishes like hot pot and spicy soup [1] - Kelp is often tied in a knot for easier transportation and storage, improving its visual appeal for consumers [2] - Knotted kelp is easier to pick up with chopsticks and helps prevent it from sticking together during cooking [3][4] - Cooking kelp in a knot helps retain its nutritional value, particularly iodine, which is sensitive to high temperatures [5][6]
英伟达盘中再创新高,黄金、原油收涨!美联储官员:美国最新关税威胁可能会推迟降息!美股出现这一回调信号......
Sou Hu Cai Jing· 2025-07-11 23:11
Group 1 - The Chicago Federal Reserve Bank President, Goolsbee, indicated that new tariffs announced by President Trump have disrupted inflation expectations, making it harder for him to support the requested interest rate cuts [1] - Goolsbee noted that the recent tariffs could reignite inflation concerns, potentially leading the Federal Reserve to maintain a wait-and-see approach until clearer information is available [1] - Despite political pressures, Goolsbee expressed confidence in the Federal Reserve's independence in interest rate decisions [1] Group 2 - U.S. stock markets closed lower, with the Dow Jones down 0.63%, Nasdaq down 0.22%, and S&P 500 down 0.33% [3] - Nvidia's stock reached a new all-time high of $167.89, with a market capitalization of $4.07 trillion, before closing at $164.92, a 0.50% increase [3][4] - Nvidia CEO Jensen Huang sold approximately $36.4 million worth of stock as part of a pre-established plan, having already sold shares worth about $15 million earlier this year [3] Group 3 - Bitcoin reached a historical high, rising 4% to $118,865, with a year-to-date increase of 26% and a 41% rise over the past three months [8] - The total market capitalization of the cryptocurrency industry has expanded to approximately $3.7 trillion [8] Group 4 - The S&P 500 index has set five historical highs in the past nine trading days, indicating exceptionally high market sentiment [11] - A warning was issued regarding potential market corrections, as the trading volume of declining stocks has reached its lowest level since 2020, suggesting over-optimism [12] - Concerns were raised about the U.S. facing "stagflation" pressures in the second half of the year, with inflation expected to rebound and the Federal Reserve remaining cautious about interest rate cuts [12]
芝加哥联储主席:特朗普新关税或推高通胀 打乱降息进程
智通财经网· 2025-07-11 23:07
智通财经APP获悉,芝加哥联储主席古尔斯比周五表示,美国总统特朗普最新公布的一轮关税计划使通 胀前景变得更加复杂,也令他更难支持特朗普所要求的降息措施。 过去几个月,在特朗普于4月暂缓执行双边高关税之后,市场对关税推升物价的担忧明显缓解,这也为 美联储未来再次降息铺平了道路。然而,随着特朗普政府宣布将于8月1日对部分加拿大进口商品征收 35%的关税、对巴西商品征收高达50%的关税,新的通胀担忧再度升温。古尔斯比指出,这些举措可能 迫使美联储维持"观望"立场,直到政策前景更加明朗。 "我希望我们重新去和企业交谈时,他们不会说'这又让我们回到了4月3日的情景',"古尔斯比说,"但我 不确定,因为这一切刚刚发生。" 不过,特朗普对鲍威尔及美联储的公开批评、以及他对低利率政策的坚持,令美联储的前进方向更加复 杂。特朗普将在明年提名下一任美联储主席,目前市场猜测他将挑选一位倾向于宽松政策的候选人。 白宫经济顾问委员会主任凯文·哈塞特、财政部长斯科特·贝森特、现任美联储理事沃勒,以及前联储理 事凯文·沃什都被视为潜在热门人选。 本周四,白宫更进一步施压鲍威尔,要求其就美联储位于华盛顿总部翻修费用超支问题做出解释。 面对外 ...
美国芝加哥联储主席、2025年FOMC票委古尔斯比称,新的关税威胁可能会推迟降息。
news flash· 2025-07-11 18:47
Core Viewpoint - The potential new tariff threats may delay interest rate cuts according to the Chicago Federal Reserve President and 2025 FOMC voting member Goolsbee [1] Group 1 - Goolsbee's comments highlight concerns regarding the impact of tariffs on monetary policy decisions [1] - The statement suggests that external economic pressures, such as tariffs, could influence the timing of interest rate adjustments [1] - The remarks indicate a cautious approach to future monetary policy in light of evolving trade dynamics [1]
美联储古尔斯比:最新的关税威胁可能会推迟降息。
news flash· 2025-07-11 18:46
Core Viewpoint - The latest tariff threats may delay interest rate cuts by the Federal Reserve, as indicated by Goolsbee [1] Group 1 - The Federal Reserve is closely monitoring the impact of tariffs on the economy, which could influence monetary policy decisions [1] - Goolsbee emphasized that the uncertainty surrounding tariffs is a significant factor in the Fed's decision-making process [1] - The potential for delayed interest rate cuts could affect market expectations and economic growth [1]