Group 1 - The Federal Reserve announced on July 30 that it will maintain the federal funds rate target range at 4.25% to 4.5%, marking the fifth consecutive time this year it has opted to hold steady [1][3] - Compared to the optimistic assessment in June regarding "sustained economic expansion," the Fed's recent statement reflects a more cautious tone, indicating that uncertainty remains high [3] - The Fed noted that net export fluctuations continue to impact data, and recent indicators suggest a slowdown in U.S. economic activity during the first half of the year, while the unemployment rate remains low and inflation is still slightly above target [3] Group 2 - Market expectations had pointed to a potential rate cut in September, contingent on data performance, but Fed Chair Powell stated that no decision has been made regarding a rate cut [4] - Notably, two members of the Federal Reserve Board voted against the decision, marking the first occurrence of multiple dissenting votes since 1993 [5][6] - Powell emphasized that many uncertainties remain, and an early rate cut could fail to fully address inflation issues, with the majority of committee members believing current inflation levels are slightly above target [6] Group 3 - Following the Fed's decision to keep rates unchanged, the stock market reacted with the Dow Jones Industrial Average falling by 171.71 points to 44,461.28, a decline of 0.38%, while the Nasdaq Composite rose by 31.38 points to 21,129.67, an increase of 0.15% [8][9] - The gold market saw a significant drop, with COMEX gold futures falling by 1.72% to $3,266.90 per ounce, influenced by the Fed's rate decision and Powell's comments [8][9] - In the commodities market, WTI September crude oil futures closed at $70.00 per barrel, while Brent September crude oil futures settled at $73.24 per barrel [10]

2025 年 7 月 30 日 原油：多单持有，或再挑战 80 美元/桶 黄柳楠 投资咨询从业资格号：Z0015892 huangliunan021151@gtjas.com 【国际原油】 WTI9 原油期货收涨 2.50 美元/桶，涨幅 3.75%，报 69.21 美元/桶；布伦特 9 月原油期货收涨 2.47 美元/桶，涨幅 3.52%，报 72.51 美元/桶；SC2509 原油期货收涨 12.80 元/桶，涨幅 2.49%， 报 527.50 元/桶。 6. 欧佩克+联合部长级监督委员会再次敦促成员国完全遵守配额的重要性。 11. IMF 将今年世界经济增长预期上调至 3%，将美国增长预测上调至 1.9%，将中国增长预测上调至 4.8%。 （以上资讯来源于金十数据） 请务必阅读正文之后的免责条款部分 1 研 究 所 商 品 研 究 1. 美国高级行政官员：特朗普建议欧盟在其任期内购买 1 万亿美元的美国能源，欧盟最终决定以 购买 7500 亿美元达成协议。 2. 美国至 7 月 25 日当周 API 原油库存(万桶)：前值 -57.7 预期 -250 公布 153.9；美国至 7 月 25 日当周 A ...

2025 年 7 月 28 日 投资咨询从业资格号: Z0015892 huangliunan021151@gtjas.com 【国际原油】 WTI9 原油期货收跌 0.87美元/桶,跌幅 1.32%,报 65.16 美元/桶;布伦特 9 月原油期货收跌 0.74 美元/桶,跌幅 1.07%,报 68.44 美元/桶; SC2509 原油期货收跌 6.70元7桶,跌幅 1.32%, 报 501.90元/桶。 请务必阅读正文之后的免责条款部分 1 注:趋势强度取值范围为【-2,2】区间整数。强弱程度分类如下:弱、偏弱、中性、偏强、强, -2 表示最看空，2 表示最看多。 请务必阅读正文之后的免责条款部分 2 究 1. 以色列国防部长卡茨:以色列未来可能会把目标对准伊朗最高领袖 2. 据法新社:至少8人在伊朗东南部的袭击中丧生。 3. 金十数据 7月 26日讯,当地时间 26日,伊朗东南部扎黑丹市司法机构大楼发生恐怖袭击事 件,目前尚不清楚死伤人数。(央视新闻) 金十数据7月26日讯,当地时间 7月25日,卡塔尔首相兼外交大臣穆罕默德与伊朗外长阿拉 4. 格齐通电话,重点就伊朗核问题和加沙地带局势进行了讨论。穆罕 ...

布伦特9月原油期货收跌0.50美元，跌幅超过0.72%，报68.30美元/桶，本周累计上涨超过2.24%。 ...