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U.S. Stock Storage Concept Stocks Showed Mixed Performance, With Western Digital Up Over 5%, Seagate Technology Up Over 2%, And Micron Technology And SanDisk Down Over 2%
EIA Natural Gas Report: For The Week Ending April 17, Total U.S. Natural Gas Inventories Were 2,063 Billion Cubic Feet, Up 103 Billion Cubic Feet From The Previous Week And Up 142 Billion Cubic Feet From The Same Period Last Year, A Year-on-Year Increase Of 7.4%. It Was Also 137 Billion Cubic Feet Higher Than The 5-year Average, An Increase Of 7.1%
Pakistani Diplomat: Continued Negotiations Require Concessions From The United States And Iran
Canadian Prime Minister Carney: Canada Is Ready To Conduct Detailed Negotiations On The USMCA. We Are Also Willing To Wait If Necessary
Canadian Prime Minister Carney: Canada Does Not “follow” The United States’ Instructions On Trade
Canadian Prime Minister Carney: Canada Has Never Heard Trump Mention The Concept Of Canada Paying An 'entry Fee' To Initiate The Evaluation Of The United States-Mexico-Canada Agreement (USMCA)
Mexican President Xiomara Castro Will Nominate Roberto Lazzeri As Mexico's Ambassador To The United States
AI Application Software Stocks In The U.S. Market Fell Collectively, With ServiceNow Plunging Over 14% After Earnings, Atlassian Dropping More Than 10%, Salesforce, Adobe, And Figma Falling Over 8%, Workday Declining More Than 7%, Snowflake Dropping Over 6%, Applovin Falling More Than 5%, And Palantir Decreasing Over 4%
The Main Butadiene Rubber Futures Contract Rose By 2.00% Intraday, Currently Trading At 15,880 Yuan/ton
The Statement Indicates That The EU Is Imposing A Ban On Transactions Involving 20 Russian Banks
Port Data Shows That Grain Loading On At Least 18 Ships Has Been Delayed Due To Protests By Truck Drivers In The Port Of Kerkão, Argentina
The Preliminary Reading Of The S&P Global Composite PMI For April In The United States Was 52.0, A Three-month High; The Preliminary Reading Of The Services PMI Was 51.3, A Two-month High. The Preliminary Reading Of The Manufacturing Output Index Was 55.7, A 48-month High; The Preliminary Reading Of The Manufacturing PMI Was 54.0, A 47-month High
The Preliminary S&P Global Services PMI For The U.S. In April Was 51.3, Compared To An Expected Value Of 50.3 And A Previous Reading Of 49.8
The Preliminary S&P Global Manufacturing PMI For The U.S. In April Was 54, Compared To An Expected Value Of 52.5 And A Previous Reading Of 52.3

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Tesla released its earnings report after the US stock market closed.
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最新就业数据远逊预期,为美联储本月降息提供了强有力的理由,并推动黄金脱离盘整区间,再度刷新纪录高位。
美国劳工统计局(Bureau of Labor Statistics)周五(9月5日)公布的数据显示,8月非农就业仅新增2.2万个,远低于市场预期。这一疲弱数据强化了市场对美联储降息的押注。
黄金受此推动强劲上涨,一度突破每盎司3600美元关口,日内上涨逾1%,本周累计涨幅超过4%,创下自5月中旬以来最佳表现。
本周就业数据全面走软。ADP私人就业报告显示新增岗位不及预期,而美国劳工部的JOLTS职位空缺调查也显示7月职位空缺锐减。
尽管市场对美联储9月后继续降息抱有预期,部分分析师开始质疑黄金还能有多大上行空间。长期情绪依旧看多,但从技术面来看,金价已处于超买状态。
FXMT高级市场分析师卢克曼·奥图努加(Lukman Otunuga)表示:“黄金周五的爆发性上涨犹如一列高速驶向3600美元心理关口的列车。基本面无疑支持多头,进一步上行仍在预期之中。然而技术面显示超买严重,可能随时出现回调,若跌破3570美元,空头或将瞄准3540美元甚至3500美元。”
盛宝银行大宗商品策略主管奥勒·汉森(Ole Hansen)则更为乐观。他预计金价有望冲击3800美元:“随着超预期降息的基础逐步形成,再叠加美联储独立性风险,我认为未来三到四个月金价完全可能到达该水平。”
abrdn ETF策略总监罗伯特·明特(Robert Minter)指出,金价正朝着他年末每盎司3700美元的目标迈进,即使短期显得超买:“考虑到央行结构性购金需求提升,以及投资者基于降息预期的短期买盘,我认为金价的上涨仍有基础。”
FP Markets的亚伦·希尔(Aaron Hill)同样认为金价并未真正超买:“贵金属的上涨确实令人瞩目,但支撑力量仍然坚实,包括投资需求、央行购金,以及在地缘政治风险和贸易担忧下的避险买盘。”
不过,部分分析师认为金价能否延续涨势,仍取决于美联储的降息幅度。Pepperstone高级市场分析师迈克尔·布朗(Michael Brown)表示:“50个基点的降息门槛仍然较高,考虑到通胀风险依旧存在,以及预期可能出现偏移。但即使金价短期回调,我依然把它看作买入机会。”
希尔补充称,下周通胀数据可能成为金价能否进一步突破的关键:“如果8月CPI和PPI显著低于预期,将强化50个基点降息的理由,但要完全推动美联储采取如此激进的举措仍不太可能。”
部分分析师则指出,即使美联储不进行大幅降息,长期宽松周期本身也足以支撑黄金。
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