Group 1 - The global foreign exchange market is experiencing a shift where macroeconomic data, particularly inflation indicators, are becoming the primary drivers of currency movements, overshadowing political rhetoric such as tariff threats [1] - The recent performance of the US dollar illustrates this data-driven characteristic, as its strength is more attributed to fundamental support like rising US Treasury yields rather than political statements [2] - The Canadian dollar is under multiple pressures, including political uncertainty from US tariff threats and upcoming domestic employment data that may reveal economic weaknesses, leading to potential downward risks [3] Group 2 - The euro is facing a unique challenge as its strength, while enhancing its status as a strategic asset, is also eroding the competitiveness of European exporters amid global demand weakness and new tariff risks [4] - The European Central Bank is in a delicate policy dilemma due to the rapid appreciation of the euro, which has implications for its monetary policy considerations [4][5] - The current foreign exchange market is in a cautious wait-and-see mode, with pricing strategies becoming more precise, and the next major movement will depend on whether inflation data alters Federal Reserve policy expectations [6]

Group 1 - The Australian National Bank (NAB) analysts indicate that current uncertainties provide stable support for the US dollar, which may continue to perform strongly if the situation persists for several weeks, particularly due to insufficient market digestion of tariff news [1][2] - The US government's proposed comprehensive tariff plan, especially new taxes on imports from Canada and Brazil, has increased market uncertainty, enhancing the appeal of gold as a safe-haven asset [2] - The UK experienced an unexpected GDP contraction of 0.1% in May, reflecting significant downside risks to economic growth, which puts further downward pressure on the British pound [2] Group 2 - The Dutch International Group (ING) analysts state that even if a trade agreement between the EU and the US is reached, it is unlikely to have a significant impact on the euro to dollar exchange rate, which is primarily driven by US Federal Reserve monetary policy and economic data [3] - Kenanga economists predict that concerns over US tariffs are expected to pressure the Malaysian ringgit (MYR), with the USD/MYR exchange rate anticipated to fluctuate between 4.25 and 4.28 [1] - Nomura Securities highlights that the US tariff policy may indirectly weaken Singapore's export-dependent economy, with specific industry tariffs potentially causing direct economic impacts [2]

Group 1: Precious Metals - Spot platinum (XPTUSD) is priced at 1372.340, up by 11.790 or 0.87% [2] - Spot palladium (XPDUSD) is priced at 1244.836, up by 50.257 or 4.21% [2] - Gold (COMEX) is priced at 3365.400, up by 32.400 or 0.97% [2] - Silver (COMEX) is priced at 38.415, up by 0.790 or 2.10% [2] Group 2: Foreign Exchange - Euro to USD (EURUSD) is at 1.170, increasing by 0.04% [3] - GBP to USD (GBPUSD) is at 1.351, decreasing by 0.48% [3] - USD to JPY (USDJPY) is at 147.015, increasing by 0.53% [3] - AUD to USD (AUDUSD) is at 0.658, decreasing by 0.07% [3] - USD to CHF (USDCHF) is at 0.796, decreasing by 0.13% [3] Group 3: Cryptocurrencies - Bitcoin is priced at 117453.350, up by 1443.350 or 1.24% [4] - Litecoin is priced at 96.000, up by 1.150 or 1.21% [4] - Ethereum is priced at 2985.910, up by 34.610 or 1.17% [4] - Ripple is priced at 2.727, up by 0.180 or 7.08% [4] Group 4: Treasury Bonds - The yield on the 2-year U.S. Treasury bond is 3.895, up by 0.027 or 0.70% [6] - The yield on the 5-year U.S. Treasury bond is 3.971, up by 0.040 or 1.02% [7] - The yield on the 10-year U.S. Treasury bond is 4.398, up by 0.041 or 0.94% [7] - The yield on the 30-year U.S. Treasury bond is 4.920, up by 0.058 or 1.19% [7] - The yield on the 10-year UK Treasury bond is 4.628, up by 0.027 or 0.59% [7] - The yield on the 10-year German Treasury bond is 2.683, up by 0.021 or 0.79% [7] - The yield on the 10-year French Treasury bond is 3.411, up by 0.020 or 0.59% [7] - The yield on the 10-year Italian Treasury bond is 3.605, up by 0.024 or 0.67% [7] - The yield on the 10-year Japanese Treasury bond is 1.529, up by 0.038 or 2.55% [7]

金十图示：2025年07月11日（周五）欧盘市场行情一览 | 现货铂金 XPTUSD | 1355.930 | -4.620 | -0.34% | | --- | --- | --- | --- | | 现货钮金 XPDUSD | 1224.947 | +30.368 | +2.54% | | 黄金(COMEX) GC | 3356.000 | +23.000 | +0.69% | | 白银(COMEX) SI | 38.330 | +0.705 | +1.87% | FOREIGN EXCHANGE | | 欧元/美元 EURUSD | 1.169 | -0.05% | | --- | --- | --- | --- | | | 英镑/美元 | | | | | GBPUSD | 1.353 | -0.37% | | == | 美元/日元 | 146.817 | +0.39% | | | USDJPY | | | | | 澳元/美元 AUDUSD | 0.659 | -0.03% | | F | 美元/瑞郎 | 0.796 | -0.16% | | | USDCHF | | | | | 纽元/美元 NZDUS ...

"基于2,300+突发新闻事件的数据解构：为何欧元闪崩150点而人民币仅微动18点？" 财经新闻对不同货币对的影响存在显著差异，主要源于各类货币的经济结构、市场流动性、风险属性及 政策敏感性不同。基于新闻类型和货币类别进行系统性分析： 一、按新闻类型分类的影响差异 1. 经济数据类新闻（如就业、通胀） 1. 主要货币对（EUR/USD、USD/JPY）：对美欧数据高度敏感。 2. 商品货币（AUD/USD、USD/CAD）：更关注大宗商品价格及中国需求数据。 3. 新兴市场货币（USD/CNH、USD/BRL）：波动受资本流动驱动，如中美利差倒挂 300 基点时，人民 币短期承压。 2. 央行政策类新闻 1. 美元货币对：美联储决议主导市场，鹰派声明可推升美元指数，2024 年 9 月降息后美股大涨，非美 货币普遍走弱。 2. 套息交易货币（JPY、CHF）：日本央行政策突变引发剧烈震荡。2022 年日央行干预 USD/JPY，10 分钟暴跌 500 点，但趋势一周后反转。 3. 新兴市场货币：政策独立性强但脆弱性高。2025 年中国央行降息后人民币短期贬值，但经济企稳后 反弹；土耳其央行激进加息未能阻止里拉 ...

金十图示：2025年07月11日（周五）亚盘市场行情 @ JIN10.COM 金十数据 | 一个交易工具 | 现货铂金 XPTUSD | 1361.580 | +1.030 | +0.08% | | --- | --- | --- | --- | | 现货铝金 XPDUSD | 1187.890 | -6.689 | -0.56% | | 黄金(COMEX) GC | 3340.100 | +7.100 | +0.21% | | 白银(COMEX) SI | 37.715 | +0.090 | +0.24% | FOREIGN EXCHANGE 欧元/美元 -0.16% 1.168 EURUSD 英镑/美元 -0.13% 1.356 GBPUSD 美元/日元 IN 146.734 +0.34% USDJPY 澳元/美元 -0.05% 0.659 AUDUSD 美元/瑞郎 +0.07% 0.797 USDCHF | | 纽元/美元 NZDUSD | 0.603 | -0.04% | | --- | --- | --- | --- | | 机 | 英镑/日元 GBPJPY | 198.993 | +0.21% | ...

【资讯导读】 ·特朗普宣布8月1日起对进口铜加征50%关税 ·白宫国家经济委员会主任批评美联储缺乏透明度 ·韩国央行暂停降息维持基准利率在2.5% ·日本央行维持九个地区的经济评估不变 【市场资讯】 ·美国总统特朗普宣布自2025年8月1日起对进口铜加征50%关税。美国近半铜消费依赖进口，主要来源 是智利。 ·白宫国家经济委员会主任凯文·哈塞特批评美联储缺乏透明度，因美联储未解释关税的影响模型。并表 示，美国利率与欧洲利率脱钩"令人担忧其并非党派中立、并不具有独立性"。 ·美联储戴利预计年内两次降息，指出劳动力市场的疲软可能促使降息，但通胀问题可能导致政策偏向 其他方向，考虑秋季降息。 ·美联储穆萨莱姆表示，当前经济形势良好，劳动力市场接近充分就业，关税或致未来通胀预期上升， 美元贬值也可能推高通胀。 ·韩国央行暂停降息，维持基准利率在2.5%，并警告美国关税带来的重大经济不确定性。 【全球市场动态】 ·道琼斯工业指数上涨0.43%报44650.64点，标准普尔500指数上涨0.27%报6280.46点，纳斯达克综合指数 上涨0.09%报20630.66点。其中，标准普尔500指数和纳斯达克综合指数均创历史新 ...

周四（7月10日）纽约尾盘，美元兑日元跌0.05%，报146.248日元，日内交投区间为145.756-146.787日 元。 欧元兑美元跌0.21%，英镑兑美元跌0.04%，瑞郎兑美元跌0.31%。 ...

金十数据7月10日讯，Monex分析师在最新报告中指出，尽管英国经济面临诸多风险，英镑仍展现出一 定韧性。周三，在议会质询中被反对党领袖追问时，首相斯塔默拒绝排除未来征收财富税的可能性。但 与上周不同的是，此次表态并未引发英镑抛售潮。此前，由于斯塔默在福利改革"掉头"后未能第一时间 确认财政大臣里夫斯将继续留任，曾导致英镑承压。报告指出："不过，政府所面临的经济挑战并未改 变，这也意味着英镑仍将承压前行。" 机构：英镑展现韧性 但经济基本面仍存隐忧 ...

贵金属早报 研究中心宏观团队 2025/07/10 价 格 表 现 品种 伦敦金 伦敦银 伦敦铂 伦敦钯 WTI原油 LME铜 最新 3300.15 36.59 1373.00 1115.00 68.38 9660.50 交 易 数 据 | 日期 | COMEX白银 | 上期所白银 | 黄金ETF持仓 | 白银ETF持仓 | 上金所白银 | 上金所黄金 | 上金所白银 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 库存 | 库存 | | | 库存 | 递延费支付方向 | 递延费支付方向 | | 最新 | - | 1320.91 | 947.37 | 14966.24 | 1323.23 | 1 | 2 | | 变化 | - | -13.82 | 0.86 | 31.09 | 0.00 | 0.00 | 1.00 | 贵 金 属 比 价 免责声明: 以上内容所依据的信息均来源于交易所、媒体及资讯公司等发布的公开资料或通过合法授权渠道向发布人取得的资讯，我们力求分析及建议内 容的客观、公正，研究方法专业审慎，分析结论合理，但公司对信息来源的准确性和 ...