上周，美国股市因公共假期休市一天。在四个交易日里，特朗普政府所谓"大而美"的大规模税收和支出 法案在美国国会参众两院艰难闯关，牵动市场神经，美国三大股指走出震荡行情。最终这一备受争议的 法案在当地时间上周五由特朗普签署成为法律。不过，在美国和越南达成贸易协议以及美国6月新增非 农就业人数大幅高于预期等积极因素的带动下，美国三大股指上周累计上涨，标普500指数和纳指两次 刷新收盘历史纪录。其中，道指累计上涨2.30%，标普500指数上涨1.72%，纳指上涨1.62%。 上周国际油价上涨 贵金属期货方面，上周，全球贸易局势仍面临很大不确定性，加之中东地缘冲突风险抬头，市场避险情 绪有所升温，推动国际金价累计上涨1.68%。 美国"对等关税"暂缓期本周结束 投资者关注美国与主要贸易伙伴谈判进展 本周，投资者较为关注的仍然是关税方面的消息。9日，也就是本周三，美国所谓"对等关税"90天暂缓 期将结束。截至目前，美国仍未与欧盟、日本等主要贸易伙伴达成协议。美国总统特朗普上周日（6 日）表示，他可能会在当地时间周一发出12或15封关于关税的信函，但并未透露这些信函发送的目的 地。有分析认为，美国在与主要贸易伙伴谈判进展不 ...

Core Viewpoint - Crude oil futures, including Brent and WTI, experienced a decline of over 2% in a single day, indicating market volatility and potential impacts on the energy sector [1] Group 1: Market Reaction - The drop in crude oil prices suggests a reaction to geopolitical developments, particularly involving Israel and Iran [1] - The mention of peace talks by former President Trump may influence market sentiment and investor confidence in the region [1] Group 2: Geopolitical Context - Trump's statement about Israel and Iran seeking peace indicates a potential shift in diplomatic relations, which could have implications for oil supply and pricing [1] - The optimistic outlook for the future of Israel and Iran may affect regional stability and energy markets [1]

Group 1 - Spot gold has turned to a decline of nearly 0.1%, falling below $3430 per ounce [1] - WTI and Brent crude oil futures have seen their gains narrow to less than 1% [1]

Group 1 - U.S. stock futures recovered earlier losses and turned slightly positive [1] - Brent and WTI crude oil futures saw their gains narrow to within 1.5% [1]

Group 1 - Crude oil futures saw a significant increase in early Asian trading on Monday, with Brent crude rising by 5.5% and WTI increasing by over 6% [1]

Group 1 - Israel launched airstrikes against Iran, targeting military and nuclear facilities, with the operation named "Lion's Strength" [3][6][9] - Israeli Defense Minister Katz announced that the military action would continue for several days, indicating a prolonged conflict [4][10] - The strikes reportedly resulted in the deaths of an Iranian military commander and a senior nuclear scientist [1] Group 2 - Following the attacks, oil prices surged, with Brent and WTI crude futures both rising over 8% [14] - Oil and gas stocks in the A-share market opened significantly higher, with companies like Tongyuan Petroleum and Beiken Energy hitting their daily limit [13] - Gold prices also increased, with spot gold surpassing $3,420 per ounce, reflecting a rise of over 1% [11][16]

Core Viewpoint - A-shares in the oil and gas sector experienced a significant surge in opening prices, driven by geopolitical tensions and rising crude oil prices [1] Group 1: Market Reaction - Companies such as Tongyuan Petroleum, Beiken Energy, Zhongman Petroleum, and Zhunyou Co. reached their daily price limit [1] - Potential Energy surged over 17%, while other companies like Xinjin Power, Huibo, and Renzhi also opened high [1] Group 2: External Factors - The spike in oil and gas stocks is attributed to Israel's attack on Iran, which has led to an increase of over 8% in both Brent and WTI crude oil futures [1]

国际金价5月小幅下跌 今年以来上涨超25% 贵金属方面，纽商所黄金期货主力合约5月小幅下跌，跌幅约为 0.11%。今年以来，国际金价累计上涨 约25.5%。 本周欧洲央行将公布最新利率决议 降息或"板上钉钉" 【#国际金价年内上涨超25%##5月纳指涨幅接近10%#】首先来看美股上周交易的情况。受美欧贸易谈 判出现积极信号、美国国际贸易法院一度"叫停"特朗普政府多项关税措施提振市场情绪等因素影响，上 周道指累计上涨1.6%，标普500上涨1.88%，纳指涨2.01%。在刚刚过去的5月，美国三大股指全部累计 上涨，大部分上涨发生在美国和英国宣布初步达成贸易协定之后，其中纳指涨幅接近10%。 上周国际油价下跌 油价方面，"欧佩克+"计划在7月大规模增产的消息令投资者担忧原油将长期出现供大于求的局面，国际 油价上周承压下跌。美油期货价格全周累计下跌1.20%，布油期货价格累计下跌1.36%。 本周美国5月非农就业报告和美联储"褐皮书"受关注 当地时间本周五，美国将公布5月非农就业报告。分析预计，美国5月非农新增就业人数将从上月的17.7 万人大幅下降至13万人，失业率预计持平在4.2%，美国就业市场或将出现降温信号 ...

Core Viewpoint - International oil prices are rising, with WTI crude futures increasing by over 2% and Brent crude futures rising nearly 2% [1] Group 1 - WTI crude futures have seen a significant increase of over 2% [1] - Brent crude futures have also experienced a rise of nearly 2% [1]

Core Viewpoint - Brent crude futures fell below $64 per barrel, declining nearly 1.6% in intraday trading, following reports that OPEC+ is discussing a large-scale production increase in July [1] Group 1 - Brent crude futures dropped below $64 per barrel [1] - The intraday decline was approximately 1.6% [1] - OPEC+ is reportedly considering a significant production increase for July [1]