海外宏观贵金属月报202407

1/44    ...................................................................................................................................................2 .............................................................................................................................................3 ................................................................................................................................6 1......................................................................................................................................6 ) (..............................................................................................................................6 ) (.............................................................................................................................11 ) (.............................................................................................................................16 2.....................................................................................................................................23 ..............................................................................................................................25 1.....................................................................................................................................25 2.....................................................................................................................................29 ) (ETF29 ) (CFTC33 3..................................................................................................................................36 ) (....................................................................................................................................36 ) (..........................................................................................................................37 ) (.............................................................................................................................38 ) (.............................................................................................................................39 ...............................................................................................................40 1.....................................................................................................................................40 2.....................................................................................................................................41 3...............................................................................................................................41 4.....................................................................................................................................41 2/44 .............................................................................................................. ..................................................................................................... .............................................................................................. ................................................................................................................. .............................................................................................................. ........................................................................................................ ............................................................................................................. ............................................................................................................... ......................................................................................................... .......................................................................................................................... .......................................................................................................................... ................................................................................................................ ................................................................................................................ ..................................................................................................... ................................................................................................................. ..................................................................................................... ........................................................................................................ ........................................................................................................ ......................................................................................... ....................................................................