{"id":9655,"date":"2026-08-04T16:46:15","date_gmt":"2026-08-04T06:46:15","guid":{"rendered":"https:\/\/www.amillex.com\/?p=9655"},"modified":"2026-08-04T16:46:17","modified_gmt":"2026-08-04T06:46:17","slug":"amillex-daily-market-commentary-geopolitical-fog-persists-golds-safe-haven-premium-tug-of-war-with-plunging-oil-prices","status":"publish","type":"post","link":"https:\/\/www.amillex.com\/zh\/2026\/08\/04\/amillex-daily-market-commentary-geopolitical-fog-persists-golds-safe-haven-premium-tug-of-war-with-plunging-oil-prices\/","title":{"rendered":"Amillex\u6bcf\u65e5\u5e02\u573a\u8bc4\u8bba | \u5730\u7f18\u653f\u6cbb\u8ff7\u96fe\u4f9d\u65e7\uff1a\u9ec4\u91d1\u907f\u9669\u6ea2\u4ef7\u4e0e\u6cb9\u4ef7\u66b4\u8dcc\u4e4b\u95f4\u7684\u62c9\u952f\u6218"},"content":{"rendered":"

2026\u5e748\u67084\u65e5\u2014\u2014\u5168\u7403\u5927\u5b97\u5546\u54c1\u5e02\u573a\u5728\u6fc0\u70c8\u7684\u591a\u65b9\u535a\u5f08\u548c\u5267\u70c8\u7684\u533a\u57df\u6ce2\u52a8\u4e2d\u5f00\u542f\u4e86\u672c\u5468\u9996\u4e2a\u5173\u952e\u4ea4\u6613\u65e5\u3002\u5468\u4e8c\u4e9a\u6d32\u65e9\u76d8\uff0c\u73b0\u8d27\u9ec4\u91d1\u4ef7\u683c\u5728\u7a84\u5e45\u533a\u95f4\u5185\u7a33\u5b9a\u5728\u6bcf\u76ce\u53f84050\u7f8e\u5143\u9644\u8fd1\u3002\u5c3d\u7ba1\u533a\u57df\u7d27\u5f20\u5c40\u52bf\u9677\u5165\u5c34\u5c2c\u7684\u50f5\u5c40\uff0c\u4f46\u52a8\u8361\u5f15\u53d1\u7684\u6301\u7eed\u901a\u80c0\u62c5\u5fe7\u4ecd\u7136\u4e3a\u91d1\u4ef7\u63d0\u4f9b\u4e86\u575a\u5b9e\u7684\u652f\u6491\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u5e02\u573a\u5bf9\u7f8e\u8054\u50a8\u5229\u7387\u653f\u7b56\u7684\u9884\u671f\u5206\u6b67\u6b63\u5728\u6269\u5927\uff0c\u5e02\u573a\u6b63\u5bc6\u5207\u5173\u6ce8\u5373\u5c06\u516c\u5e03\u7684\u7f8e\u56fd\u975e\u519c\u5c31\u4e1a\u6570\u636e\uff0c\u4ee5\u91cd\u65b0\u8c03\u6574\u5bf9\u7f8e\u8054\u50a8\u8d27\u5e01\u653f\u7b56\u8d70\u5411\u7684\u9884\u671f\u3002.<\/p>\n\n\n\n

\u4e0e\u9ec4\u91d1\u8c28\u614e\u7684\u7a33\u5b9a\u8d70\u52bf\u5f62\u6210\u9c9c\u660e\u5bf9\u6bd4\u7684\u662f\uff0c\u539f\u6cb9\u5e02\u573a\u906d\u9047\u4e86\u60ca\u4eba\u7684\u66b4\u8dcc\u3002\u7f8e\u56fd\u539f\u6cb9\u4ef7\u683c\u5728\u4e00\u4e2a\u4ea4\u6613\u65e5\u5185\u4e0b\u8dcc\u8d85\u8fc771000\u4e07\u4ebf\u82f1\u9551\uff0c\u8dcc\u78341000\u4e07\u4ebf\u82f1\u9551\/\u6876\u7684\u5173\u53e3\u3002\u6b64\u6b21\u66b4\u8dcc\u7684\u76f4\u63a5\u539f\u56e0\u662f\u7f8e\u56fd\u7a81\u7136\u53eb\u505c\u5728\u8be5\u5730\u533a\u7684\u519b\u4e8b\u884c\u52a8\uff0c\u5e76\u5ba3\u5e03\u8ba1\u5212\u91cd\u542f\u5173\u4e8e\u5173\u952e\u6d77\u5ce1\u822a\u884c\u95ee\u9898\u7684\u8c08\u5224\uff0c\u8fc5\u901f\u964d\u4f4e\u4e86\u4f9b\u5e94\u98ce\u9669\u6ea2\u4ef7\u3002\u7136\u800c\uff0c\u5bf9\u65b9\u8fc5\u901f\u5426\u8ba4\u4e86\u4efb\u4f55\u76f4\u63a5\u63a5\u89e6\uff0c\u5e76\u575a\u51b3\u62d2\u7edd\u5f00\u653e\u975e\u672c\u56fd\u822a\u9053\u7684\u8981\u6c42\u3002\u8fd9\u4e9b\u9ad8\u5ea6\u4e0d\u786e\u5b9a\u4e14\u6ce2\u52a8\u5267\u70c8\u7684\u4fe1\u53f7\u8868\u660e\uff0c\u6d77\u4e0a\u4f9b\u5e94\u8def\u7ebf\u7684\u5c3e\u90e8\u98ce\u9669\u8fdc\u672a\u6d88\u9664\uff1b\u6cb9\u4ef7\u548c\u91d1\u4ef7\u4ecd\u5c06\u5bf9\u5373\u5c06\u5230\u6765\u7684\u91cd\u5927\u51b2\u51fb\u9ad8\u5ea6\u654f\u611f\u3002.<\/p>\n\n\n\n

<\/div>\n\n\n\n

\u8d44\u4ea7\u7ee9\u6548\u4e0e\u57fa\u672c\u9762\u5206\u6790<\/strong><\/p>\n\n\n\n

<\/div>\n\n\n\n

1. \u7f8e\u56fd\u80a1\u7968\u5e02\u573a<\/strong><\/p>\n\n\n\n

\u6307\u6570\u8868\u73b0<\/strong><\/p>\n\n\n\n

\u2022 \u9053\u743c\u65af\u5de5\u4e1a\u5e73\u5747\u6307\u6570\uff08DJI\uff09\uff1a<\/strong> \u6536\u76d8\u62a553,183.31\u70b9\uff0c\u4e0a\u6da8693.05\u70b9\uff08+1.32%\uff09\u3002\u4f20\u7edf\u4ef7\u503c\u80a1\u548c\u5468\u671f\u6027\u9886\u5934\u7f8a\u80a1\u83b7\u5f97\u5f3a\u52b2\u7684\u8d44\u91d1\u6d41\u5165\uff0c\u5728\u5927\u8303\u56f4\u677f\u5757\u8f6e\u52a8\u4e2d\u8868\u73b0\u7a81\u51fa\u3002.<\/p>\n\n\n\n

\u2022 \u6807\u51c6\u666e\u5c14500\u6307\u6570\uff08SP500\uff09<\/strong>\u6536\u4e8e7614.55\u70b9\uff0c\u5c0f\u5e45\u4e0a\u6da83.75\u70b9\uff08+0.05%\uff09\u3002\u8be5\u6307\u6570\u4e00\u5ea6\u63a5\u8fd17600\u70b9\u7684\u5386\u53f2\u9ad8\u4f4d\uff0c\u5185\u90e8\u51fa\u73b0\u660e\u663e\u5206\u5316\uff0c\u9632\u5fa1\u578b\u677f\u5757\u4e0e\u5927\u578b\u6210\u957f\u80a1\u5f62\u6210\u9c9c\u660e\u5bf9\u6bd4\u3002.<\/p>\n\n\n\n

\u2022 \u7eb3\u65af\u8fbe\u514b100\u6307\u6570\uff08NQ1\uff01\uff09<\/strong>\u6536\u4e8e 28,895.75 \u70b9\uff0c\u5c0f\u5e45\u4e0a\u6da8 4.00 \u70b9\uff08+0.01%\uff09\u3002\u79d1\u6280\u5de8\u5934\u5728\u76c8\u5229\u6d88\u5316\u548c\u4f30\u503c\u91cd\u65b0\u8c03\u6574\u7684\u80cc\u666f\u4e0b\uff0c\u4e8e\u9ad8\u4f4d\u76d8\u6574\u3002.<\/p>\n\n\n\n

\u80a1\u7968\u4eae\u70b9<\/strong><\/p>\n\n\n\n

\u2022 Alphabet\uff08\u8c37\u6b4c\uff09<\/strong>\u80a1\u4ef7\u98d9\u5347 4.88%\uff0c\u6536\u4e8e $373.51 \u7f8e\u5143\uff0c\u9886\u6da8\u5927\u578b\u79d1\u6280\u80a1\u3002\u8fd9\u53cd\u6620\u51fa\u5e02\u573a\u5bf9\u5176\u8d44\u672c\u652f\u51fa\u56de\u62a5\u7387\u548c\u4eba\u5de5\u667a\u80fd\u751f\u6001\u7cfb\u7edf\u8d27\u5e01\u5316\u80fd\u529b\u7684\u9ad8\u5ea6\u4fe1\u5fc3\u3002.<\/p>\n\n\n\n

\u2022 \u4e9a\u9a6c\u900a (AMZN)<\/strong>\uff1a\u4e0a\u6da8 4.58% \u6536\u4e8e $284.02\uff0c\u53d7\u4e91\u8ba1\u7b97\u589e\u957f\u548c\u6d88\u8d39\u8005\u9700\u6c42\u97e7\u6027\u53cc\u91cd\u63a8\u52a8\u3002.<\/p>\n\n\n\n

\u2022 \u7279\u65af\u62c9 (TSLA)<\/strong>\uff1a\u4e0a\u6da8 3.49% \u81f3 $322.08\uff0c\u5176\u9ad8\u8d1d\u5854\u52a8\u80fd\u56e0\u5b8f\u89c2\u7ecf\u6d4e\u8f6f\u7740\u9646\u9884\u671f\u800c\u91cd\u65b0\u71c3\u8d77\u3002.<\/p>\n\n\n\n

\u2022 \u82f1\u7279\u5c14\uff08INTC\uff09\uff1a<\/strong> \u7531\u4e8e\u534a\u5bfc\u4f53\u5236\u9020\u4e1a\u51fa\u73b0\u9022\u4f4e\u4e70\u5165\u8005\uff0cTP3T \u5c0f\u5e45\u4e0a\u6da8 0.891\uff0c\u81f3 TP4T91.00\u3002.<\/p>\n\n\n\n

\u2022 \u82f9\u679c\u516c\u53f8 (AAPL)<\/strong>\uff1a\u4e0b\u8dcc 1.78% \u81f3 $303.42\uff0c\u53d7\u8fd1\u671f\u4f9b\u5e94\u94fe\u8c03\u6574\u548c\u6d88\u8d39\u8005\u5728\u65b0\u4ea7\u54c1\u5468\u671f\u5230\u6765\u524d\u7684\u72b9\u8c6b\u4e0d\u51b3\u62d6\u7d2f\uff0c\u5bfc\u81f4\u660e\u663e\u7684\u83b7\u5229\u56de\u5410\u3002.<\/p>\n\n\n\n

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2. \u5916\u6c47\u5e02\u573a<\/strong><\/p>\n\n\n\n

\u7f8e\u5143\u6307\u6570\uff08DXY\uff09<\/strong>\u7f8e\u5143\u5151\u7f8e\u5143\u6c47\u7387\u62a599.954\uff0c\u5c0f\u5e45\u4e0b\u8dcc0.04%\u3002\u7531\u4e8e\u5e02\u573a\u5728\u7f8e\u8054\u50a8\u964d\u606f\u9884\u671f\u548c\u7f8e\u56fd\u7ecf\u6d4e\u76f8\u5bf9\u97e7\u6027\u4e4b\u95f4\u5bfb\u6c42\u5e73\u8861\uff0c\u7f8e\u5143\u5728100\u5173\u53e3\u4e0b\u65b9\u7a84\u5e45\u6ce2\u52a8\u3002.<\/p>\n\n\n\n

\u2022 \u6b27\u5143\/\u7f8e\u5143<\/strong>\u4ea4\u6613\u4ef7\u683c\u4e3a 1.15128\uff0c\u4e0a\u6da8 0.04%\u3002\u53d7\u6b27\u5143\u533a\u57fa\u672c\u9762\u75b2\u8f6f\u7684\u5236\u7ea6\uff0c\u8be5\u8d27\u5e01\u5bf9\u5728 1.15 \u4e0a\u65b9\u7f3a\u4e4f\u4e0a\u6da8\u52a8\u529b\uff0c\u4e14\u65b9\u5411\u6027\u52a8\u80fd\u4e0d\u8db3\u3002.<\/p>\n\n\n\n

\u7f8e\u5143\/\u65e5\u5143\uff1a<\/strong> \u4ea4\u6613\u4ef7\u683c\u4e3a 157.384\uff0c\u4e0a\u6da8 0.12%\u3002\u7f8e\u65e5\u6536\u76ca\u7387\u5dee\u6269\u5927\uff0c\u7ef4\u6301\u4e86\u5957\u5229\u4ea4\u6613\u7684\u52bf\u5934\uff0c\u63a8\u52a8\u8be5\u8d27\u5e01\u5bf9\u5411 158 \u7684\u963b\u529b\u4f4d\u8fc8\u8fdb\u3002.<\/p>\n\n\n\n

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3. \u8d35\u91d1\u5c5e\u548c\u5927\u5b97\u5546\u54c1<\/strong><\/p>\n\n\n\n

\u8d35\u91d1\u5c5e<\/strong><\/p>\n\n\n\n

    \n
  • \u73b0\u8d27\u9ec4\u91d1\uff08XAUUSD\uff09<\/strong>\u9ec4\u91d1\u4ef7\u683c\u5728\u6bcf\u76ce\u53f8 4,057.05 \u7f8e\u5143\u9644\u8fd1\u4ea4\u6613\uff0c\u4e0a\u6da8 0.041 \u7f8e\u5143\u3002\u91d1\u4ef7\u5728 4,000 \u7f8e\u5143\u4ee5\u4e0a\u7684\u5386\u53f2\u9ad8\u4f4d\u9644\u8fd1\u6d3b\u8dc3\u4ea4\u6613\uff0c\u53d7\u76ca\u4e8e\u5168\u7403\u53bb\u7f8e\u5143\u5316\u8d8b\u52bf\u548c\u5404\u56fd\u592e\u884c\u8d2d\u91d1\u5e26\u6765\u7684\u5f3a\u52b2\u5b8f\u89c2\u652f\u6491\u3002.<\/li>\n\n\n\n
  • \u73b0\u8d27\u767d\u94f6 (XAGUSD)<\/strong>\u767d\u94f6\u4ef7\u683c\u4e3a $58.283\/\u76ce\u53f8\uff0c\u4e0a\u6da8 0.16%\u3002\u5de5\u4e1a\u9700\u6c42\u548c\u907f\u9669\u4e70\u76d8\u7684\u53cc\u91cd\u5229\u597d\u56e0\u7d20\u7ef4\u6301\u4e86\u767d\u94f6\u7684\u9ad8\u8d1d\u5854\u7cfb\u6570\u7075\u6d3b\u6027\u3002.<\/li>\n<\/ul>\n\n\n\n

    \u5927\u5b97\u5546\u54c1<\/strong><\/p>\n\n\n\n

      \n
    • \u539f\u6cb9\uff08WTI\/XTIUSD\uff09<\/strong>\u6cb9\u4ef7\u62a5$80.97\u7f8e\u5143\/\u6876\uff0c\u5f3a\u52b2\u53cd\u5f390.86%\u3002\u7531\u4e8e\u5e02\u573a\u91cd\u65b0\u8bc4\u4f30\u4e86\u4e2d\u4e1c\u548c\u5730\u7f18\u653f\u6cbb\u7d27\u5f20\u5c40\u52bf\u5e26\u6765\u7684\u4f9b\u5e94\u98ce\u9669\u6ea2\u4ef7\uff0c\u52a0\u4e4b\u5e93\u5b58\u9884\u671f\u8d8b\u7d27\uff0c\u6cb9\u4ef7\u91cd\u56de\u5173\u952e\u5fc3\u7406\u5173\u53e3$80\u3002.<\/li>\n<\/ul>\n\n\n\n
      <\/div>\n\n\n\n

      4. \u52a0\u5bc6\u8d44\u4ea7\u4e0e\u5b8f\u89c2\u52a8\u6001<\/strong><\/p>\n\n\n\n

      \u2022 \u6bd4\u7279\u5e01 (BTCUSD)<\/strong>\u4ea4\u6613\u4ef7\u683c\u4e3a $63,331\uff0c\u65e5\u5185\u4e0b\u8dcc 0.20%\u3002\u6bd4\u7279\u5e01\u5728\u672a\u80fd\u7a81\u7834\u4e0a\u65b9\u963b\u529b\u4f4d\u540e\u8fdb\u5165\u6a2a\u76d8\u6574\u7406\uff0c\u9762\u4e34\u660e\u663e\u7684\u83b7\u5229\u56de\u5410\u538b\u529b\u3002.<\/p>\n\n\n\n

      \u2022 \u4ee5\u592a\u574a (ETHUSD)\uff1a<\/strong> ETH \u4ea4\u6613\u4ef7\u683c\u4e3a $1,849.77\uff0c\u4e0b\u8dcc 0.49%\u3002\u5728\u98ce\u9669\u538c\u6076\u60c5\u7eea\u4e0a\u5347\u548c\u4f20\u7edf\u8d44\u4ea7\u5438\u5f15\u529b\u589e\u5f3a\u7684\u80cc\u666f\u4e0b\uff0cETH \u7ee7\u7eed\u8dd1\u8f93\u5927\u76d8\u548c\u8d35\u91d1\u5c5e\uff0c\u56e0\u4e3a\u8d44\u672c\u66f4\u9752\u7750\u786c\u8d44\u4ea7\u548c\u786e\u5b9a\u6027\u66f4\u9ad8\u7684\u4f20\u7edf\u80a1\u7968\u3002.<\/p>\n\n\n\n

      <\/div>\n\n\n\n

      5. \u4eca\u65e5\u91cd\u8981\u4e8b\u4ef6<\/strong><\/p>\n\n\n\n

      \u2022 \u7f8e\u56fd JOLTs \u62db\u8058\u4fe1\u606f<\/p>","protected":false},"excerpt":{"rendered":"

      August 4, 2026 \u2013 Global commodity markets kicked off the week\u2019s first key trading session amid intense multi-party jockeying and severe regional volatility. In Tuesday’s early Asian session, spot gold stabilized around $4,050\/oz in narrow-range trading. Although regional tensions have hit an awkward, stop-and-go stalemate, lingering inflation fears triggered by the unrest continue to provide a […]<\/p>\n","protected":false},"author":11,"featured_media":9653,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[8],"tags":[],"class_list":["post-9655","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-english-news","entry","has-media"],"_links":{"self":[{"href":"https:\/\/www.amillex.com\/zh\/wp-json\/wp\/v2\/posts\/9655","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amillex.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amillex.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/zh\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/zh\/wp-json\/wp\/v2\/comments?post=9655"}],"version-history":[{"count":1,"href":"https:\/\/www.amillex.com\/zh\/wp-json\/wp\/v2\/posts\/9655\/revisions"}],"predecessor-version":[{"id":9657,"href":"https:\/\/www.amillex.com\/zh\/wp-json\/wp\/v2\/posts\/9655\/revisions\/9657"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.amillex.com\/zh\/wp-json\/wp\/v2\/media\/9653"}],"wp:attachment":[{"href":"https:\/\/www.amillex.com\/zh\/wp-json\/wp\/v2\/media?parent=9655"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amillex.com\/zh\/wp-json\/wp\/v2\/categories?post=9655"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amillex.com\/zh\/wp-json\/wp\/v2\/tags?post=9655"}],"curies":[{"name":"\u53ef\u6e7f\u6027\u7c89\u5242","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}