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11月2日周一
  1. ForexLive52

    OPEC+ mengekalkan sasaran pengeluaran Disember tidak berubah untuk bulan ketiga berturut-turut, gangguan di Selat Hormuz berterusan

    Tujuh negara pengeluar minyak teras OPEC+, termasuk Arab Saudi, Rusia dan Iraq, memutuskan untuk mengekalkan sasaran pengeluaran Disember mereka tidak berubah pada sidang video pada Ahad dan tidak mengumumkan pelarasan lanjut. Ini adalah bulan ketiga berturut-turut tiada tindakan. Organisasi itu sebelum ini telah menyelesaikan pemotongan pengeluaran sukarela sebanyak 1.65 juta tong/hari secara berperingkat pada bulan September, dengan kira-kira 2 juta tong/hari pengurangan pengeluaran dikekalkan sehingga penghujung 2026. Disebabkan halangan penghantaran di Selat Hormuz, pengeluaran kebanyakan negara pengeluar minyak Teluk masih bergantung pada kuota pasaran sebenar, dan lebih banyak daripada kuota pasaran. kesemua 21 negara anggota akan bertemu pada 29 November dan dijangka menentukan rangka kerja pengeluaran 2027.

    Editorial Comment

    OPEC+ has remained unchanged for the third consecutive month. The quota policy itself has entered an observation period, and its short-term marginal guidance on oil prices is limited. What is more worthy of traders' attention is that the obstruction of the Strait of Hormuz has caused the actual production of Gulf oil-producing countries to be lower than the quota, and the supply variable has shifted from policy to waterway. The plenary meeting on November 29 will discuss the 2027 production framework. This medium- and long-term signal may affect energy price expectations and indirectly transmit to gold’s inflation and hedging pricing.

    Sebab kami memilih

    梳理OPEC+连续第三个月维持产量目标不变的决策逻辑，并指出霍尔木兹海峡受阻使实际供应取决于航道而非配额。

  2. ForexLive75

    Iran berkata dua kapal tangki minyak melanggar lombong di Hormuz dan mencadangkan rancangan dua hari untuk membuka semula selat itu

    Tentera Laut Pengawal Revolusi Iran berkata bahawa dua kapal tangki minyak melanggar lombong dan meletup di Selat Hormuz pada malam Ahad waktu tempatan, salah satunya adalah kapal tangki super. Ia juga mengatakan bahawa kedua-dua kapal itu mematikan sistem navigasi mereka dan cuba melepasi tanpa kebenaran dengan sokongan tentera AS. Kenyataan ini belum disahkan secara bebas. Menteri Luar Iran mencadangkan rancangan dua hari selepas pengantaraan oleh Qatar dan Pakistan. Amerika Syarikat akan melaksanakan beberapa siri syarat pada hari pertama, dan membuka semula selat itu dan meneruskan penghantaran pada hari berikutnya. Syarat-syarat itu termasuk pengaturan perkapalan selat baharu, penyatuan aset Iran, penamatan konflik serantau termasuk di Lubnan, penghapusan sekatan maritim, pengecualian untuk eksport minyak Iran dan penarikan sekatan yang dikenakan berikutan Memorandum Islamabad.

    Editorial Comment

    Iran used the oil tanker mine incident and the two-day reopening plan to put pressure in parallel, pushing the risk in the Strait of Hormuz from military friction directly to the shipping and insurance pricing level. For traders, the key is not whether the incident itself has been independently confirmed, but that the conditions listed in the plan involve asset unfreezing, oil export exemptions and sanctions cancellation. The negotiation threshold is high and the probability of short-term implementation is limited. It is necessary to pay attention to how freight rates, war risks and crude oil premiums are transmitted to gold risk aversion and safe-haven currencies such as the US dollar.

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    伊朗同时以水雷袭击与两日重开方案施压，读者可据此理解霍尔木兹风险如何传导至运费、战争险与原油溢价。

  4. VnExpress Kinh doanh75

    Selepas harga emas mencecah paras terendah satu tahun, kebanyakan penganalisis Wall Street menjangkakan kerugian akan berterusan

    Emas spot ditutup pada $3,874 seauns pada akhir Oktober, paras terendah dalam setahun dan turun kira-kira 30% daripada paras tertinggi Januari $5,595. Sepuluh daripada 16 pakar yang ditinjau oleh Kitco News menjangkakan harga emas akan terus jatuh minggu ini, dengan penganalisis FxPro Alex Kuptsikevich melihat kejatuhan kepada $3,300 menjelang tahun dan Daniel Pavilonis dari StoneX melihat $3,000.

    Editorial Comment

    After gold fell about 30% from its yearly high and touched a one-year low, 10 of the 16 experts in the Kitco survey remain bearish, indicating institutions are bearish on the short-term outlook but not unanimous; the divergence itself is worth noting. Traders should pay attention to the market sentiment reflected in the downside target ranges given by analysts, and whether this pessimistic consensus is already fully priced in, rather than simply following the directional calls.

    Sebab kami memilih

    文章汇总了华尔街分析师对黄金短期走势的分歧判断，并给出金价从年内高点回落约30%的具体背景。

11月1日周日
  1. MarketWatch Top Stories45

    Apple membuka era baharu pelaporan kewangan, datang pada persimpangan kritikal untuk syarikat teknologi besar

    Apple akan mengeluarkan laporan pendapatannya pada hari Isnin. Ini adalah tingkap pendapatan Isnin yang jarang berlaku untuk CEO baharu John Ternus selepas memegang jawatan. Pelabur akan menggunakan peluang ini untuk melihat bagaimana dia bertindak balas terhadap harga storan yang tinggi dan persekitaran perbelanjaan pengguna yang mengetatkan. Laporan itu tidak memberikan data kewangan atau panduan prestasi lanjut.

    Editorial Comment

    Apple's rare choice of a Monday earnings release, and the first earnings window since new CEO John Ternus took office, has the market focused on how he responds to the dual pressure of high memory prices and tightening consumer spending. For gold and forex traders, this is more of an observation point at the risk-sentiment level: if Big Tech earnings trigger US equity volatility, they could indirectly affect flows into safe-haven assets and the dollar, but the report provides no financial data or guidance, so it should not be used to price in gold or FX direction in advance.

    Sebab kami memilih

    苹果罕见在周一发布财报，投资者可借此观察新任CEO如何应对存储涨价与消费支出走弱的双重压力。

10月31日周六
  3. CNBC Top News69

    Qatar menjadi pengantara rundingan di Tehran, berusaha untuk memulakan semula rundingan langsung antara Amerika Syarikat dan Iran

    Pengantara Qatar mengadakan lebih 12 jam rundingan dengan pegawai Iran di Tehran pada hari Jumaat untuk cuba mengelak serangan semula diketuai AS selepas pilihan raya separuh penggal AS dan mendorong Washington menyambung semula perbincangan langsung dengan Tehran, menurut pegawai yang rapat dengan perbincangan itu.

    Editorial Comment

    The core demands of the long-term talks between Qatari mediators in Tehran are to avoid the restart of US-led attacks and to promote the resumption of direct negotiations between the United States and Iran, which means that geopolitical risks in the Middle East are in a critical window for cooling down. For gold and foreign exchange traders, what is worth paying attention to is the linkage between the progress of mediation and shipping safety in the Strait of Hormuz. If negotiations are blocked and shipping risks increase, energy price fluctuations may be transmitted to gold prices and major currency pairs through risk aversion and inflation expectations. However, the current information is not enough to determine the direction, and the results of subsequent talks need to be tracked.

    Sebab kami memilih

    报道披露卡塔尔斡旋推动美伊重启直接谈判，并串联霍尔木兹海峡航运遇袭与油价走高，呈现地缘风险向能源市场传导的路径。

  4. FXStreet News50

    Selat Hormuz diserang lagi, minyak mentah WTI dipegang melebihi $103 dan menghampiri paras tertinggi lima bulan

    FXStreet melaporkan bahawa harga minyak mentah WTI kekal melebihi $103.00, menghampiri paras tertinggi lima bulan, berikutan serangan baharu di Selat Hormuz. Artikel asal tidak mendedahkan butiran khusus serangan atau trend selanjutnya dalam harga minyak.

    Editorial Comment

    Another attack on the Strait of Hormuz directly touched the key throat of global crude oil transportation. WTI held above $103 and approached a five-month high, indicating that the market has priced in the risk of supply disruption. For traders, the focus is not on the details of the attack itself, but on whether the geo-premium can be sustained - if the situation repeats, energy price fluctuations will be transmitted to gold and major currency pairs through inflation expectations. It is worth tracking subsequent developments and changes in market risk appetite.

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    材料仅给出WTI原油价格与霍尔木兹海峡袭击事件，读者可据此了解油价所处位置及地缘背景。

  7. Google News 한국 경제63

    Hasil bon A.S. dan dolar menyimpang di pasaran New York, dan harga emas jatuh 3.66% disebabkan penjualan saham teknologi.

    Apabila hasil bon A.S. dan dolar A.S. menyimpang di pasaran New York, harga emas jatuh 3.66% dalam satu hari, dengan laporan mengaitkan ini dengan penjualan saham teknologi. Artikel asal hanya menyediakan ringkasan tajuk, tanpa memberikan mata harga tertentu atau butiran lanjut.

    Editorial Comment

    The divergence of U.S. bond yields and the U.S. dollar usually means that the market pricing logic is not single. The sharp drop in gold prices has been attributed to the sell-off of technology stocks, indicating that fluctuations in risky assets are being transmitted to precious metals through liquidity channels. Traders need to pay attention to whether the sell-off in technology stocks evolves into broader deleveraging pressures and whether the divergence between the dollar and yields continues, which will affect gold's safe-haven pricing basis.

  9. Odaily星球日报60

    Saham A.S. ditutup dengan Indeks Semikonduktor Philadelphia turun 7.2%, penurunan terbesar sejak Jun.

    Pada penutupan saham A.S., Indeks Semikonduktor Philadelphia jatuh 7.2%, kejatuhan terbesar sejak Jun.

    Editorial Comment

    The Philadelphia Semiconductor Index fell 7.2% in a single day and hit its biggest decline since June, reflecting a significant cooling of risk appetite in technology stocks. For gold foreign exchange traders, it is necessary to pay attention to whether such drastic adjustments in the equity market will trigger changes in the flow of safe-haven funds, as well as the transmission rhythm of risk asset fluctuations to the foreign exchange market and precious metals.

  12. Odaily星球日报72

    Emas jatuh kepada $3,900 setiap auns, turun 3.1% dalam masa 24 jam

    Odaily Planet Daily melaporkan bahawa harga emas jatuh kepada AS$3,900 seauns, turun 3.1% dalam masa 24 jam.

    Editorial Comment

    Gold fell back to US$3,900 per ounce in a single day. The 3.1% decline is a relatively obvious adjustment in the recent market, indicating that short-term bull momentum has weakened. For traders, what deserves more attention is whether this round of decline is a technical retracement caused by profit-taking, or a signal of an overall cooling of risk aversion, which will affect the relative performance of the US dollar and safe-haven currencies in the subsequent foreign exchange market.

  14. VnExpress Kinh doanh82

    国际金价大跌至一年低点，现货黄金单日下跌146美元

    10月30日收盘，现货黄金下跌146美元至3874美元/盎司，为2025年10月以来最低；白银跌近6%至49美元，11个月来首次跌破50美元，钯金也失守1000美元。科技股遭抛售、投资者担忧AI支出回报，被视为贵金属同步下跌的背景，Commerzbank认为投资者可能为应对追加保证金而卖出避险资产。自1月创下5595美元/盎司高点以来，金价已回落30%，主因是市场押注利率长期维持高位。

  15. VnExpress Kinh doanh68

    Harga saham Intel jatuh hampir 30% dalam satu hari, penurunan sehari terbesar dalam 50 tahun

    Harga saham Intel jatuh 29% semasa sesi dagangan pada 30 Oktober, prestasi sehari terendahnya sejak 1970-an, selepas syarikat itu memberi panduan untuk suku ini yang lebih rendah daripada jangkaan. Syarikat itu menjangkakan pendapatan sesaham (EPS) bagi suku ini ialah AS$0.25 dan hasil AS$15 bilion hingga AS$16 bilion, manakala penganalisis yang disusun oleh LSEG menjangkakan hasil lebih AS$17 bilion dan EPS sebanyak AS$0.43. Ketua Pegawai Kewangan David Zinsner berkata panduan itu telah mengambil kira kesan letupan kilang cip Israel, yang menelan belanja syarikat itu kira-kira $600 juta dalam dua suku tahun.

    Editorial Comment

    Intel's nearly 30% single-day decline is less a matter of earnings than a concentrated repricing of the semiconductor capital expenditure cycle by the market, and the loss from the Israeli plant accident included in the guidance further reinforces the supply-chain disruption narrative. For gold and forex traders, such sharp swings in tech stocks tend to transmit through the risk-appetite channel—watch for follow-on effects across the U.S. tech sector and safe-haven fund flows, though a single corporate event on its own is not yet sufficient to constitute a macro trading signal.

  19. ForexLive57

    纳斯达克因AI成本担忧重挫，美联储官员仍主张继续加息

    纳斯达克综合指数10月30日下跌747.73点、跌幅2.86%，创2025年3月以来最差单月表现，市场对AI投入成本与回报的担忧升温。多位美联储官员同日发表偏鹰派表态，Logan认为至少还需两次25个基点加息，但美债收益率当日全线下行。现货黄金下跌约146.24美元、跌幅3.64%至3874.33美元，WTI原油升至102.89美元。

  21. Kitco News66

    Emas jatuh di bawah $3,900, perak jatuh apabila penjualan Wall Street mencetuskan pembubaran

    Penjualan di Wall Street mencetuskan pembubaran, dengan emas jatuh di bawah $3,900 dan perak jatuh secara mendadak selari.

    Editorial Comment

    The Wall Street selloff triggered cross-asset liquidation, with gold falling below $3,900 and silver slumping in tandem, indicating that this decline in precious metals is driven more by liquidity squeezes and passive position reduction than by a shift in safe-haven demand. Traders need to watch whether liquidation spreads to other asset classes, as well as the risk-appetite signals reflected in changes in the gold-silver ratio, which is also of reference significance for judging the strength of safe-haven currencies in the subsequent forex market.

  22. ForexLive62

    纳斯达克10月跌5.30%，创2025年3月以来最差月度表现

    纳斯达克综合指数10月下跌5.30%，为2025年3月以来最差月度表现，10月最后一个交易日再跌2.86%至25,437.00点。道指当月上涨1.70%、罗素2000上涨0.53%，与纳斯达克100下跌6.65%形成分化，道指领先纳指100达8.35个百分点。英特尔月内跌45.20%、CoreWeave跌38.05%，Alphabet、Meta、英伟达均跌超10%，而特斯拉、苹果、微软收涨。

  23. FXStreet News48

    Pegawai Fed Musalem menggesa kenaikan kadar secepat mungkin, berkata dasar semasa masih terlalu longgar

    Pegawai Fed Musalem menggesa kenaikan kadar secepat mungkin atas alasan dasar semasa masih terlalu longgar. Kenyataan ini datang daripada laporan oleh FXStreet. Artikel asal hanya menyediakan tajuk dan ringkasan tanpa memberikan butiran lanjut.

    Editorial Comment

    Musalem's public call for rate hikes as soon as possible and his statement that current policy is still too loose constitute a hawkish stance that could reinforce market expectations for the pace of Fed tightening. For gold, rising real rate expectations are typically a restraining factor; for the forex market, watch for changes in interest rate differential expectations between the dollar and major currencies. Because the original text contains only the headline and summary and lacks specifics on the size and timing of rate hikes, traders should wait for more official comments or data verification rather than adjusting positions based on a single news item.

  25. Seeking Alpha Market Currents55

    Saham Reddit jatuh kira-kira 29%, mencecah paras terendah 52 minggu pada panduan suku keempat yang lemah

    Saham Reddit (RDDT) jatuh kira-kira 29% pada hari Jumaat untuk ditutup pada $91.73. Mereka turun $37.87 pada hari itu dan mencecah paras terendah 52 minggu baharu pada $89.28. Keputusan suku ketiga platform sosial mengatasi jangkaan, tetapi panduan untuk suku keempat adalah lemah.

    Editorial Comment

    Reddit plunged about 29% in a single day and hit a 52-week low; the core driver was not the Q3 results but weak Q4 guidance, indicating that market pricing of high-valuation growth stocks has shifted toward sensitivity to forward guidance. For gold and forex traders, this is an observation sample of weakening risk-asset sentiment, and it is worth watching whether subsequent volatility in the US tech sector transmits to overall risk appetite, but a single-company event itself does not constitute a macro trading signal.

    Sebab kami memilih

    稿件同时给出第三季度超预期业绩与第四季度疲软指引，便于读者对照股价单日约29%的跌幅理解财报信号的市场影响。

  26. Seeking Alpha Market Currents70

    Nasdaq turun 5% pada bulan Oktober apabila penjualan saham teknologi semakin meningkat

    Indeks Komposit Nasdaq jatuh 2.86% untuk ditutup pada 25,437 mata pada hari Jumaat, prestasi satu hari terburuk sejak Jun, apabila keputusan suku ketiga yang lemah Intel meningkatkan penjualan dalam sektor teknologi. Indeks jatuh 5% pada bulan Oktober.

    Editorial Comment

    Nasdaq fell 5% in October, with Intel's weak performance triggering a sell-off in the technology sector, indicating a clear weakening in sentiment towards risk assets. For gold and foreign exchange traders, they need to pay attention to whether the correction of technology stocks evolves into a broader risk aversion, which in turn affects the relative performance of the US dollar and safe-haven assets; subsequent financial reports and changes in market sentiment are key observations.

    Sebab kami memilih

    原文给出纳斯达克10月累计跌幅与单日跌幅数据，读者可据此了解科技股抛售的幅度与触发因素。

  27. FXStreet News71

    Penjaja Fed memberi tekanan ke atas emas, yang jatuh di bawah $3,886 dan mencecah paras terendah baru untuk tahun ini.

    FXStreet melaporkan bahawa disebabkan tekanan berterusan daripada pendirian hawkish Rizab Persekutuan, emas jatuh di bawah paras sokongan $3,886, mencecah paras rendah baharu untuk tahun tersebut.

    Editorial Comment

    The price of gold fell below key support during the year, reflecting that the market's pricing of the Federal Reserve's hawkish path continues, and the pressure on non-interest-bearing assets from rising real interest rate expectations has not yet eased. In the follow-up, we need to pay attention to whether the statements of Fed officials and inflation data can verify this expectation. If the hawkish stance loosens, gold price fluctuations may amplify; at the same time, the transmission of US dollar trends to US dollar-denominated gold is also worth tracking.

  28. FXStreet News60

    Ramalan Harga Perak: XAG/USD menjunam hampir 60% daripada kemuncak Januari, semakin merosot

    Ramalan harga perak FXStreet menunjukkan bahawa XAG/USD telah menjunam hampir 60% sejak kemuncaknya pada bulan Januari, dan kemerosotan terus semakin mendalam.

    Editorial Comment

    Silver's nearly 60% retracement from its January peak has exceeded the scope of a conventional technical correction, reflecting the combined effect of concentrated unwinding of prior long positions and a reassessment of market risk appetite. For traders, the key is to watch whether the decline is accompanied by rising volatility and shrinking liquidity, which often determines whether overall sentiment in the precious metals sector can stabilize, and may transmit to the forex market through the gold-silver ratio and dollar linkages.