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|安迪|&2025.8.27黄金原油分析:黄金强势格局不变,日内回踩继续多!
Sou Hu Cai Jing· 2025-08-27 07:27
咱们来梳理下当前黄金市场的核心逻辑。近期特朗普总统对美联储理事会的干预动作增多,这一信号引发了市场对美联储独立性的广泛担忧——要知道, 央行政策的独立性是市场信心的重要基石,这种担忧情绪自然推动资金流向黄金这类避险资产,为金价提供了底层支撑。 眼下市场的目光正紧紧盯着本周五的美国7月PCE通胀数据。这组数据的重要性在于:若通胀超预期上升,意味着美联储降息的空间可能被压缩(毕竟降 息通常需要通胀处于可控区间),短期或对黄金形成压制;反之,若通胀符合预期甚至回落,对金价则是偏利好的。 从日线走势看,目前油价在63美元附近形成了阶段性支撑,几次试探后都没能有效下破,算是短期的一道"安全线";但上方65-66美元区间的压力也很明 确,几次反弹到这里都遇阻回落,多空在这一区间的博弈挺胶着的。 结合今日盘面来看,我建议可以关注回落之后的布局机会,重点看3373-3371美元这个区间,是比较稳妥的进场参考。防守位置建议放在3360美元一线, 这样能给行情留出一定的波动空间,也更稳妥些。 同时要格外留意3365-3367美元支撑位的有效性——这个位置昨天就展现了支撑力度,今天若能继续守住,说明下方承接力仍在,整体节奏就不算走 ...
美国加征关税引发市场担忧,印度继续采购俄罗斯原油
Sou Hu Cai Jing· 2025-08-27 05:29
Group 1 - Brent crude oil futures rose by 2 cents to $67.24 per barrel, while WTI futures remained unchanged at $63.25, following a decline of over 2% for both contracts on Tuesday, ending a two-week upward trend [1][3] - The U.S. government has imposed an additional 25% tariff on Indian exports, raising the overall tariff rate to 50%, marking one of the highest trade restrictions in recent years [1][3] - President Trump stated that this action is a response to India's increased purchases of discounted Russian crude oil, with India being the third-largest crude oil consumer globally [3] Group 2 - Market sentiment remains tense as investors worry that the U.S. tariffs may impact India's crude oil imports and refining patterns [3] - Indian Oil Corporation and Bharat Petroleum have resumed their procurement plans for September to October, indicating that the decision to continue purchasing Russian crude will depend on price economics [3][7] - The ongoing Russia-Ukraine conflict is also affecting global energy supply and demand, with recent attacks in Ukraine damaging Russian refineries and forcing them to export more crude oil to international markets [3] Group 3 - WTI crude oil is showing a phase of support around $63, while there is significant pressure in the $65 to $66 range, indicating a lack of clear market direction [4] - A breakout above $66 could lead to a further rise towards $68, while a drop below $63 may test the $60 level again, suggesting a range-bound market awaiting further fundamental guidance [5] - The interplay between U.S. tariff policies and India's crude oil procurement behavior highlights the high interconnectivity of geopolitics and the energy market [7]