周三纽约尾盘，现货黄金涨0.78%，报3560.67美元/盎司。COMEX黄金期货涨0.82%，报3621.80美元/盎司，盘中涨至3640.10/盎司，续创历史新高。费城 金银指数收涨0.79%，报257.07点，连续第三个交易日创收盘历史新高。 现货白银涨0.78%，报41.20美元/盎司，盘中涨至41.4667美元/盎司，不断逼近2011年顶部49.8044美元/盎司。现货铂金涨0.96%，报1424.67美元/盎司；现 货钯金涨0.47%，报1148.95美元/盎司。 美联储沃勒力推本月启动降息 据智通财经报道，美联储理事克里斯托弗·沃勒（Christopher Waller）最新表示，该行应当在本月开始降低利率，并且要在接下来的几个月进行多次降息。 当地时间周三（9月3日），沃勒在接受采访时说道："我们需要在下次会议上启动降息。在此之后，我们也不必遵循固定的步骤来实施降息。" 沃勒称，9月会议后，官员们可以就具体的降息节奏展开讨论，"未来我们可以了解事态的发展，因为人们仍然担心关税通胀。我不担心，但其他人都担 心"。 9月3日，美股三大指数收盘涨跌不一，道琼斯指数跌0.05%，标普500指数涨0.5 ...

Core Viewpoint - The recent OPEC+ meeting revealed an unexpected increase in production plans, indicating a shift in OPEC+'s stance on oil price support since 2022, raising concerns about future diplomatic negotiations [1][3]. Production Changes - The production increase plan exceeded expectations, with an additional adjustment of 411,000 barrels per day announced for June, accelerating the previous production schedule by three months [1][2]. Market Sentiment - OPEC's statement characterized the current market fundamentals as "relatively healthy," despite the significant increase in production, which may lead to downward pressure on oil prices [2][3]. Supply-Demand Dynamics - The global oil supply-demand structure is transitioning to a "loose balance" state, with potential oversupply if OPEC continues to increase production, which could exacerbate downward pressure on the oil market [4]. Future Outlook - The company maintains a preference for gold over copper and oil in the commodity market, anticipating that ongoing supply and risk events will keep international oil prices weak and volatile [5].