Group 1 - International gold prices experienced a significant increase, rising by $62.76 or 1.92% for the week ending July 4, marking the best performance in three weeks [1] - The rise in gold prices was driven by uncertainties in trade negotiations and concerns over fiscal risks associated with the "Big and Beautiful" plan, alongside expectations of a Federal Reserve rate cut and a weakening dollar [1][3] - The U.S. non-farm payroll data released showed an increase of 147,000 jobs in June, with the unemployment rate unexpectedly dropping to 4.1%, which overshadowed some of the positive momentum in the gold market [2] Group 2 - The uncertainty surrounding the so-called "reciprocal tariffs" remains, with President Trump announcing plans to impose tariffs of up to 70% on certain goods, which has attracted safe-haven buying in gold [3] - The "Big and Beautiful" tax and spending bill is projected to increase the existing $36.2 trillion national debt by $3.4 trillion, raising concerns about the sustainability of U.S. fiscal policy and the stability of the debt market [4] - Speculative long positions in gold are increasing, with the Chicago Mercantile Exchange reporting an increase of 7,918 contracts to a total of 443,920 contracts as of July 4 [6]

Morning session notice | 研究员： | | --- | | 刘洋 | | 从业资格： | | F3063825 | | 交易咨询资格：Z0016580 | 联系方式：liuyang18036@greendh.com | 板块 | 品种 | 多（空） | 推荐理由 【行情复盘】 | | --- | --- | --- | --- | | | | | COMEX 黄金期货涨 0.11%报 3346.5 美元/盎司，COMEX 白银期货涨 0.14%报 37.14 美 | | | | | 元/盎司。夜盘沪金主连涨 0.19%，报 777.00 元/克，沪银主连涨 0.16%，报 8931 | | | | | 元/千克。 | | | | | 【重要资讯】 | | | | | 1、截至北京时间 5 日 8:32，全球最大的黄金 ETF SPDR Gold Trust 持仓量为 947.66 | | | | | 吨，较前一个交易日维持不变。 | | | | | 2、美国总统称已签署 12 封贸易信函，计划周一发出。贝森特称与欧盟的贸易磋商 | | | | | 正在推进，未来两天或宣布重大消息。 | ...

新华财经北京6月23日电上周（6月16日至20日当周）国际现货黄金开盘3448.02美元／盎司，最高触及 3452.37美元／盎司，最低3440.4美元／盎司，报收3468.52美元／盎司，当周下跌64.95美元或1.89%， 周K线收阴。 展望新的一周，随着周末美国对伊朗出手，地缘政治紧张局势将刺激投资者涌向黄金这个传统的避险资 产。另外，本周全球市场重要经济数据将密集出炉，而以美联储主席鲍威尔为首的多位美联储官员也将 先后发表讲话，或进一步可能释放有关降息路径的更多信息。 美国空袭伊朗核设施，再度提升避险需求 美国这一举动引发了地缘局势进一步升级的担忧。北京时间22日晚间，伊朗议员称，伊朗议会已得出结 论，认为应关闭霍尔木兹海峡，但最终决定权在伊朗最高国家安全委员会手中。 另外，也门胡塞武装控制的萨巴通讯社22日援引该组织声明报道说，胡塞武装谴责美国对伊朗的军事行 动，将重新开始袭击美国在红海的船只。 市场普遍担忧，如果中东冲突进一步升级，在避险需求的支持下，资金将流向黄金。 美联储继续按兵不动 以伊冲突升级曾一度导致金价在上周初突破3450美元的8周高点，但随着中东地缘紧张局势仍在可控范 围，金价遭遇获 ...