Core Viewpoint - Uncertainty surrounding trade negotiations and geopolitical risks is driving investors towards defensive assets, particularly gold, leading to an increase in gold prices [1] Group 1: Geopolitical Risks - The potential imposition of new tariffs on the EU by August 1 is creating a demand for safe-haven assets like gold [1] - Ongoing geopolitical risks in Europe, particularly related to the cap on Russian oil exports, are raising concerns about global energy supply and inflation [1] - Political instability in Japan, with weakened leadership, may complicate trade negotiations with the United States, contributing to market caution [1] Group 2: Market Reactions - The combination of trade tensions, political instability, and inflation concerns is prompting investors to view gold as a defensive asset [1] - Analysts predict that gold prices will continue to strengthen as these uncertainties persist into the new week [1]

贸易协议突破、特朗普喊"买"，美股两连涨，美铝涨超5%；比特币涨破10万大关；美债跳水；美 油反弹超3%，期金一度跌超2%。 英美就关税贸易协议条款达成一致，细节待敲定；特朗普称对英协议并非模板，10%或是最低， 他国关税可能更高。 欧盟将就美关税向世贸组织提出诉讼，并准备对950亿欧元自美国进口产品采取反制措施，拿汽 车、飞机和威士忌"开刀"。 特朗普喊"买股票"，再批鲍威尔动作慢，称他什么都不懂，几乎没有通胀。 面对关税冲击，英国央行如期降息25基点，但决策出现三方分歧。 挑战沙特领导的OPEC+：哈萨克斯坦称未计划5月削减产油量。 印巴冲突升级，多地发生爆炸，巴基斯坦股市重挫7%，印度卢比兑美元创逾三年最大跌幅。 谷歌回应苹果设备上搜索流量下降：搜索查询总量方面仍看到持续增长；大摩称AI对搜索威胁被 夸大，抄底谷歌最佳时机已到。 OpenAI领导层重大变化，任命新应用CEO，Altman让出部分职权；OpenAI野心爆棚，启动全球 版"星际之门"，首批十国。 提醒：周五将公布中国4月进出口数据。 ...