海外宏观贵金属月报202406

1/45    ...................................................................................................................................................2 .............................................................................................................................................3 ................................................................................................................................6 1......................................................................................................................................6 ) (..............................................................................................................................6 ) (.............................................................................................................................11 ) (.............................................................................................................................15 2.....................................................................................................................................22 ..............................................................................................................................25 1.....................................................................................................................................25 2.....................................................................................................................................29 ) (ETF29 ) (CFTC33 3..................................................................................................................................35 ) (....................................................................................................................................36 ) (..........................................................................................................................37 ) (.............................................................................................................................38 ) (.............................................................................................................................38 ...............................................................................................................40 1.....................................................................................................................................40 2.....................................................................................................................................40 3...............................................................................................................................42 4.....................................................................................................................................42 2/45 .............................................................................................................. ..................................................................................................... .............................................................................................. ................................................................................................................. .............................................................................................................. ........................................................................................................ ............................................................................................................. .................................................................................................................. ............................................................................................................ .......................................................................................................................... .......................................................................................................................... ................................................................................................................ ................................................................................................................ ..................................................................................................... ................................................................................................................. ..................................................................................................... ........................................................................................................ ........................................................................................................ ......................................................................................... ..............................................................