Group 1 - The latest U.S. economic data led to a collective rise in major stock indices, with the Dow Jones Industrial Average up by 211.93 points (+0.43%), the Nasdaq Composite up by 131.06 points (+0.56%), and the S&P 500 up by 21.96 points (+0.32%) [2] - Chinese concept stocks saw significant gains, with the Nasdaq China Golden Dragon Index rising over 2%, and Alibaba leading the charge with a rise of over 7% [2] - Alibaba Group has reportedly decided to support its chip subsidiary, Pingtouge, for future independent listing, although the specific timeline remains unclear [2] Group 2 - Ideal Automotive and Century Internet both rose over 5%, while NIO and TAL Education increased by over 4%. In contrast, Xinyang and Thunder fell by over 2% [3] - The international precious metals market saw a surge, with gold prices reaching $4840 and silver prices exceeding $94, marking a daily increase of over 1% [3] - International oil prices declined, with both WTI and Brent crude oil down nearly 2% [3] Group 3 - U.S. natural gas futures continued to soar, with a rise of 13.29% following a previous surge of over 29% [4] - The increase in U.S. natural gas prices is attributed to colder weather forecasts in Europe, which have strengthened export demand expectations [4] Group 4 - The cryptocurrency market experienced a downturn, with Bitcoin priced at $89,211.7, reflecting a nearly 0.7% drop, and Ethereum and SOL down over 1% [6] - Over the last 24 hours, more than 135,000 traders faced liquidation, totaling $538 million [6]

光大期货：从基本面看，低硫燃料油市场结构进一步走弱，高硫燃料油市场继续承压。尽管近几周东西 方套利窗口持续关闭，但贸易商预计7月来自欧洲市场整体的到货量环比将增加30-40万吨，部分原因在 于南美和西非地区的套利货物流入量增多。预计新加坡7月接收西方低硫燃料油约210-220万吨，高于6 月的170-180万吨。高硫方面，亚洲高硫燃料油市场继续面临中东稳定船货带来的供应压力。近期LU- FU价差有所收窄，整体符合我们之前判断，在低硫供需双重压力之下，仍可考虑继续持有价差空头。 库存方面，新加坡库存减少5.4%，ARA库存增加0.5%，富查伊拉库存减少6.7%，美国残渣燃料油库存 减少7.8%。 机构观点 瑞达期货（002961）：OPEC+9月大概率将维持较大增产力度；特朗普将8月1日定为各国达成贸易协议 或面临高额关税的最后期限，据欧盟外交官称，欧盟正在探索一套更广泛的可能反制美国的措施，同时 美国威胁称，如果不能达成协议，将对欧盟进口商品征收30%的关税，美欧贸易博弈延续，市场关注关 税对需求前景的影响；国际油价弱势调整。国内方面，国产燃料油销量7.37万吨，环比跌1.07%；国产 燃料油库存率9.6%， ...