若10年期美債收益率繼續升向5.2%附近的下一支撐帶，金價將持續承壓。然而，通脹預期價值的上升可能中和這種負面影響。點擊查看...

OPEC+ agreed to raise September crude output quotas by 188,000 b/d, a move that nominally cancels the group's 2023 voluntary cuts. The increase comes despite Iran-related hostilities constraining Middle East supply; the group has been lifting quotas monthly and plans to keep output steady for the rest of the year after September. The rise is largely symbolic for now, but normalization of Gulf flows could give Saudi Arabia scope to boost production and help rebuild depleted global inventories. Conflict-driven supply tightness is pushing up gasoline and diesel prices and raising market concerns about renewed inflationary pressure. OPEC+ will continue monthly meetings; the next is scheduled for Sept. 6.

Hungary will shut its only nuclear plant, Paks, after Danube water levels fell below the minimum needed to cool its four reactors. One of the two operating units will stop at 01:30 local time on Sunday and the remaining unit later that day. The 44-year-old Paks plant, south of Budapest, will remove more than 40% of the country’s generation capacity and may force Hungary to rely more on costly power imports. Prime Minister magyar said sustained low river levels could keep roughly 2,000 MW of Paks capacity offline for weeks, adding pressure to the power system as Central Europe faces a new heatwave.