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【comex黄金库存】7月3日COMEX黄金库较上一交易日减持8.17吨
Jin Tou Wang· 2025-07-07 11:28
Group 1 - COMEX gold inventory recorded at 1144.16 tons on July 3, a decrease of 8.17 tons from the previous trading day [1][2] - COMEX gold price closed at 3346.50 USD/ounce on July 4, up 0.31%, with an intraday high of 3355.00 USD/ounce and a low of 3332.80 USD/ounce [1][2] Group 2 - The recent fiscal legislation proposed by Trump aims to make the 2017 tax cuts permanent and introduces new tax deductions, including exemptions for tips and overtime pay [2] - The legislation includes significant cuts to Medicaid, making it harder for low-income Americans to qualify, and tightens food stamp regulations [2] - The bill allocates over 46 billion USD for border security and immigration enforcement, while raising the debt ceiling by 5 trillion USD [2] - The Congressional Budget Office (CBO) estimates that the new fiscal legislation will increase the U.S. deficit by 3.4 trillion USD over the next decade [2] - The national debt-to-GDP ratio is projected to rise from 97.8% to over 125%, significantly higher than the CBO's earlier forecast of 117.1% [2]
【环球财经】美股上半年上演“深V”反转,下半年走势如何?
Sou Hu Cai Jing· 2025-06-27 09:10
转自:新华财经 新华财经上海6月27日电(葛佳明) 2025年以来,美股市场经历了"深V"反转,标普500指数较年内高位 一度回调超17%,而纳斯达克指数则一度较高点下跌超22%。但随着美国政策不确定性逐步减少,以及 市场预期美联储货币政策或转向宽松,风险偏好逐步回升,美股自4月中旬以来持续反弹,截至6月26日 收盘,标普500指数报6141.02点,较4月9日低点涨幅达到24%;纳指报20167.91点,较低点涨超32%, 均接近历史高位。 业内人士普遍认为,本轮美股反弹主要由散户以及零售投资者推动,市场更多受流动性以及情绪影响, 对于下半年美股来说,市场波动性仍难以降低,关税谈判进展依然具有不确定性,美国财政法案也尚未 敲定,但预计最为悲观的时点或已过去,后续美股交易主线将逐步回归基本面。 美股剧烈波动背后 2025年上半年,美股剧烈波动背后的核心因素可归纳为科技股走势、美国财政和外贸双赤字持续恶化以 及关税政策反复对经济的冲击三条主线。无论是衡量美股波动率的VIX指数还是反映美债波动性的 MOVE指数均出现大幅攀升。 在科技层面,美股走势与美国在全球科技行业的地位密切相关。中信建投宏观首席分析师周君芝表 ...