現貨黃金短線走高10美元，站上4180美元/盎司，日內漲2.53%。

儘管隔夜美股交出亮眼成績單——道指創下歷史新高、納指在科技股推動下狂飆2%，但盤面背後的真實資金情緒卻呈現出「表面狂歡，底層防守」的顯著分化。 據Benzinga最新市場報告分析，支撐本輪大漲的核心在於前期被過度拋售的科技龍頭迎來了強勁的逢低買盤，加上原油下行壓制了通脹恐慌。然而，CNN 恐懼與貪婪指數依然卡在「中性」甚至偏向「恐懼」區間，反映出市場主力並未陷入盲目亢奮。 摩根士丹利策略師團隊警告，長端美債收益率高企對高估值股票的物理擠壓並未解除；伯恩斯坦分析師Douglas Harned也指出，投資者對科技巨頭龐大 AI 資本開支的回報率仍抱有高度審慎。

Two senior House Democrats, Reps. Robert Garcia (CA) and Suhas Subramanyam (VA), wrote to Defense Secretary Hegseth on Tuesday criticizing the Pentagon’s methodology for reporting US casualties in the Iran war and saying they are investigating the Defense Department’s public casualty reporting. The lawmakers cited slow publication of injured personnel figures, reliance on the Defense Casualty Analysis System (DCAS) as the sole source for updates, and incidents where death and injury entries were temporarily removed from DCAS. As of Tuesday afternoon DCAS records show 18 US service members killed and 687 wounded since the conflict began on Feb. 28.