现在的你是不是还在迷茫中，无论行情暴涨，暴跌，单边还是震荡，你是不是总是没把握住？就是所谓的一买 就跌，一跌就割，一割就涨，一涨就追，一追又套，一套再割。这就像一个死套，资金不断缩水，如此循环。 如果你处在这样的循环中，请停下来好好想想，总结一下经验和教训，整装再发。如果你相信我或者只是看到 过李斯裕的文章，就能认同斯裕讲的，李斯裕可以肯定的说一点，我虽不能保证你单单百分之百都盈利，但是 会用认真负责的态度，精准的单位判断，稳健的做单方式来保证你整体长期获利。其实可怕的不是行情，而是 迷失了自己，找不到方向感，如果你做单不顺或投资经常资金缩水，那么我们可以聊聊。 国际白银走势：国际白银本周强调可以看涨至36.5-37，经过全周的变化，白银这波刚好到了37高点，同时在 非农数据的影响下，白银从37有回落到36.3低点，4小时图中李斯裕来看，今天白银波动应该不会很大，最大 区间看37-36.3，大家看此区间内短线的高空低多。 沪金，积存金走势：国内黄金在非农数据影响下走出了一波调整，但力度不是很大。沪金从784附近回落至 755，积存金从775附近回落至768，算是配合消息面的走势，不过整体国内金保持多头趋势不变 ...

Core Viewpoint - The market anticipates that Trump will appoint a "dovish" Federal Reserve chairman, reinforcing expectations for an early interest rate cut by the Fed, leading to declines in U.S. Treasury yields and the dollar index, while stock futures in Europe and the U.S. show slight increases [1][9]. Market Performance - U.S. stock index futures all rose over 0.2% [2]. - European stocks mostly saw slight increases, with the German DAX up 0.47%, French CAC up 0.38%, and the UK FTSE down 0.13% [3]. - The Nikkei 225 index in Japan closed up 1.6%, while the Tokyo Stock Exchange index rose 0.8%. The South Korean composite index fell 0.9% [4]. Bond and Currency Markets - U.S. Treasury yields mostly declined, with the benchmark 10-year Treasury yield down over 2 basis points [5]. - The dollar index fell approximately 0.4%, while the British pound rose about 0.5% and the euro increased by about 0.3% [6]. Commodity Prices - Spot gold rose approximately 0.3%, and spot silver increased by about 0.2% [7]. - Both U.S. crude oil and Brent crude oil prices rose about 0.3% [8]. Cryptocurrency Market - Bitcoin increased by approximately 1.4%, and Ethereum rose by about 1.8% [9]. Defense Sector - NATO leaders agreed to raise defense spending to 5% of GDP, responding to Trump's criticism of insufficient military spending, which is expected to benefit defense contractors with a significant increase in military orders. Asian defense stocks surged, with Australia's DroneShield rising over 7% and up about 200% year-to-date [10]. Asian Currency Market - Hot money is flowing into Asian markets, with Asian currencies against the dollar reaching an eight-month high, indicating potential for further appreciation. The dollar has declined over 8% this year due to uncertainties surrounding trade policies and its global standing [13].

所长 早读 国泰君安期货 2025-06-26 期 请务必阅读正文之后的免责条款部分 1 期货研究 期货研究 2025-06-26 所长 早读 今 日 发 现 特朗普说以伊冲突或许很快再爆发 观点分享： 当地时间 6 月 25 日，在荷兰海牙举行的北约成员国峰会上，美国总统特朗普发表讲话。 他不排除以伊冲突再次爆发的可能。特朗普称，美对伊核设施袭击非常成功，设施被"摧 毁"，他强调不认为美伊达成核协议"有多必要"，因为美方已成功摧毁伊核能力；以伊停 火进展"非常顺利" ，不会容忍伊朗继续推进核活动。对于有关对伊极限施压的问题，特朗 普说，伊朗需要卖石油获得资金重建国家，美方不会接管石油。美 CIA 称伊朗几处关键核设 施已被摧毁，需数年才能重建。 所 长 首 推 | 板块 | 关注指数 | | --- | --- | | 期指 | ★★★★ | 期指：偏多格局延续。近几日行情上涨明显，主要驱动包括，地缘局势的缓和营造了行情止 跌的基础。短线稳定币题材带动大金融板块活跃，直接导致指数拉升；指数的强势又强化了 看涨氛围，"牛市论"重新升温。美联储鲍威尔国会听证首日提及不排除提前降息可能，这 可能引发国内降息预期的 ...

市场对美联储提前降息预期减弱！黄金能否坚守3300美元关口？当下行情如何应对？邀你0元进群参与 价值区间特训营，助你把握交易机会！仅100个名额，火速进群参与 相关链接 无门槛进期货交流群 ...