【期貨熱點追蹤】美伊談判重回桌面引發地緣溢價大回吐，原油系集體跳水，油價下行空間還有多大？

According to AP, four U.S. service members previously listed as killed in the U.S.-Iran conflict have been removed from the Pentagon’s official Iran casualty list and reclassified under a new "overseas operations" category. The Defense Casualty Analysis System (DCAS) last week deleted the four deaths and dozens of wounded from its Iran-war tally. On Sunday DCAS added an "overseas operations" listing naming the four dead and 207 wounded, but it is unclear whether the full wounded cohort is tied to the Iran conflict. The move, and the Pentagon’s suspension of public casualty briefings since early May and CENTCOM’s halt to updates, has prompted questions about the transparency of U.S. military casualty reporting; the Pentagon says DCAS is its transparency mechanism.

International gold prices have been volatile recently. Shenzhen’s Shuibei gold market saw a clear summer pickup in foot traffic and demand; merchants report overall sales rose roughly 10% in July versus June. Wedding-themed jewellery is particularly strong and younger buyers show a preference for lighter, smaller pieces. By contrast, pure gold buyback/recycling counters are quiet: falling buyback prices have cut the number of customers selling gold for cash.