🔥原油、美元开盘跳涨，黄金小幅承压🔥
受“冲突结束”预期影响，SpotBrent周五-7%，收于重要水平 $93.15 附近。SpotCrude -6.7%，跌破$93。消息面反转让价格周一开盘跳高。SpotBrent回到$97 上方，上看 $100和$106.1 附近，下看$93.15。SpotCrude 上看$93、$95.54 和$102.1 附近，下看$87。
尽管消息面更新导致降息预期回摆，DXY 周五收盘依然站稳 98。避险需求重新升温推动价格周一高开，上看 98.5 和 99，下看 98。AUD 等高贝塔资产走低，多头重新向上挑战重要水平 0.715附近。
黄金开盘回到$4,800 下方。如果突破，上看$4,850-4,900。相反，下看 $4,660。
即便市场的主流预期仍是“冲突降温”，但消息面反复导致跨资产走势短期更容易进入震荡。美伊谈判进展和霍尔木兹海峡通航情况仍需高度关注。
*交易涵盖风向
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