<p><img src="https://imageproxy.pbkrs.com/https://cdn.pixabay.com/photo/2016/12/13/22/15/chart-1905225__340.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="605" height="340" original-src="https://imageproxy.pbkrs.com/https://cdn.pixabay.com/photo/2016/12/13/22/15/chart-1905225__340.jpg"/></p>
<p><em>图片来源：Pixabay</em></p>
<p>亚洲市场在经历了两个月以来最陡峭的下跌后强劲反弹。黄金和白银等贵金属在周一市场动荡后也显著回升，而科技股则引领了一场热烈的反弹。MSCI 亚太指数飙升 2.8%，创下自四月以来最佳单日表现。这一时期市场在前美国总统唐纳德·特朗普推出历史性高关税后从早期低点反弹。韩国股市作为今年的突出表现者和人工智能领域的关键参与者，跳涨 6.3%。科技巨头三星和 SK 海力士分别上涨 10% 和 7.3%。在其他发展中，澳大利亚债券下跌，因为该国中央银行提高了基准利率以应对通货膨胀，这也推动了澳元上涨。在印度，股市在特朗普宣布将印度商品关税降低至 18% 后上涨 2.8%。这一决定是在印度总理纳伦德拉·莫迪承诺停止购买俄罗斯能源后做出的，帮助缓解了两国之间的紧张关系。印度卢比对美元也有所升值。黄金价格上涨了多达 4.2%，而白银则飙升 8.1%，在之前几轮急剧抛售后恢复了一些涨幅，价格从历史高点回落。然而，并非所有行业都共享这种乐观情绪。在香港，中国互联网公司在周二面临下跌，因对增值税可能上调的担忧，给该地区更广泛的科技反弹蒙上阴影。</p>
<p>在国内，本周英国央行的二月份货币政策报告包括年度供给侧审查。与 OBR 的生产力下调不同，英国央行的预测仍然稳健，与 OBR 的 0.7-0.8% 的年度生产力增长相一致。然而，英国央行的潜在增长率 1.7%（2026 年）和 1.5%（2027 年）相比 OBR 的 1.3% 现在显得乐观。这反映了去年的人口估计上调，但由于新的 ONS 数据推迟到四月发布，新的信息有限。人口增长推动总工作小时数，但失业救济金的上升和平均每周工作小时数的减少仍然存在。货币政策委员会对潜在供应的担忧表明，任何与人口相关的上行可能会被参与率和工作小时的动态所抵消。总体而言，这次审查不太可能揭示出显著的闲置产能，预计到 2028 年经济将以满负荷运转，这意味着政策影响仅会略微偏向鸽派。</p>
<p>美国劳工统计局宣布，原定于周五发布的月度就业报告将因政府停摆而推迟，今天的职位空缺报告也将推迟。由于停摆自周日开始，预计是暂时的，因此调查现场工作应该已经完成，这意味着报告最终会发布，与较长时间的停摆不同。此次延迟影响到截至 2025 年 3 月的就业水平最终基准修订，去年夏季的初步估计显示减少了 911,000 个职位。任何重大修订都可能影响市场反应，但由于报告预计在 3 月 FOMC 决定之前发布，政治因素如 Warsh 的确认听证会可能对利率路径定价产生更大影响。</p>
<h3><strong>隔夜头条</strong></h3>
<ul>
<li>澳大利亚将关键利率提高至 3.85% 以应对通货膨胀</li>
<li>特朗普推出 120 亿美元矿产储备及创纪录的出口信贷</li>
<li>英国首相寻求推进延迟的国防投资计划</li>
<li>Reeves 呼吁英国和欧盟在与特朗普的贸易中发声一致</li>
<li>法国在总理幸存于不信任投票后通过预算</li>
<li>特朗普和莫迪宣布削减印度关税至 18% 的贸易协议</li>
<li>美国和伊朗计划在伊斯坦布尔进行会谈，特朗普警告 “坏事” 将至</li>
<li>全球债券销售以最快的速度达到 1 万亿美元</li>
<li>Palantir 的年度和季度收入预测超出共识</li>
<li>NXP 半导体在需求改善中实现更高销售</li>
<li>巴克莱：新任美联储主席下 S&amp;P 500 平均下跌 16%</li>
<li>BP 投资者要求证明更多的石油和天然气支出能提升回报</li>
<li>Donerail 集团提议以每股 35 美元现金收购 MarineMax</li>
<li>Virgin Media O2 的所有者将完成对英国宽带竞争对手的 20 亿英镑收购</li>
<li>Devon 同意以 214 亿美元收购 Coterra，涉及美国页岩交易</li>
<li>谷歌云与 Liberty Global 达成五年 AI 合作协议</li>
<li>SpaceX 首席财务官将举行投资者电话会议讨论 xAI 交易</li>
</ul>
<h3><strong>纽约时间上午 10 点的外汇期权到期</strong></h3>
<p>(1BLN+ 代表较大到期，交易时在日常 ATR 内更具吸引力。)</p>
<ul>
<li>EUR/USD: 1.1745-50 (1.1BLN), 1.1785-90 (1.2BLN), 1.1800-05 (1.1BLN)</li>
<li>1.1820 (461M), 1.1850 (3.9BLN), 1.1865-75 (1.1BLN), 1.1890-1.1900 (1.3BLN)</li>
<li>EUR/CHF:0.9155 (280M). AUD/USD:0.6900-05 (774M)</li>
<li>GBP/USD: 1.3740 (408M), 1.3785 (203M)</li>
<li>USD/CAD: 1.3590-1.3600 (912M), 1.3780 (206M)</li>
<li>USD/JPY: 155.00 (278M), 155.75-80 (1.1BLN)</li>
</ul>
<h3><strong>截至 1 月 30 日的 CFTC 持仓情况：</strong></h3>
<ul>
<li>股票基金投机者在标准普尔 500 CME 的净空头头寸增加了 20,307 份合约，总计达到 420,688 份。同时，股票基金经理在标准普尔 500 CME 的净多头头寸增加了 27,365 份合约，总计达到 909,993 份合约。</li>
<li>投机者减少了在 CBOT 美国 5 年期国债期货的净空头头寸，减少了 45,473 份合约，目前总计为 2,091,046 份。相反，他们在 CBOT 美国 10 年期国债期货的净空头头寸增加了 70,511 份合约，达到 726,151 份合约。同时，CBOT 美国 2 年期国债期货的净空头头寸减少了 6,123 份合约，目前为 1,218,999 份。此外，投机者在 CBOT 美国超长期国债期货的净空头头寸增加了 14,649 份合约，总计达到 273,471 份。他们在 CBOT 美国国债期货的净空头头寸减少了 14,903 份合约，目前为 8,167 份。</li>
<li>比特币的净多头头寸记录为 690 份合约。瑞士法郎的净空头头寸为-42,893 份合约，而英镑的净空头头寸为-16,162 份合约。欧元的净多头头寸为 132,134 份合约，日元的净空头头寸为-33,933 份合约。</li>
</ul>
<h3><strong>技术与交易观点</strong></h3>
<p>SP500</p>
<ul>
<li>日均 VWAP 看涨</li>
<li>周均 VWAP 看跌</li>
<li>在 6950 以上目标 7050</li>
<li>在 6835 以下目标 6785</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_us500_2026-02-03_09-32-56_639057062988261932.webp?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_us500_2026-02-03_09-32-56_639057062988261932.webp"/></p>
<p>EURUSD</p>
<ul>
<li>日均 VWAP 看跌</li>
<li>周均 VWAP 看涨</li>
<li>在 1.1950 以上目标 1.2150</li>
<li>在 1.1840 以下目标 1.1750</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_eurusd_2026-02-03_09-33-30_639057063488245608.webp?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_eurusd_2026-02-03_09-33-30_639057063488245608.webp"/></p>
<p>GBPUSD</p>
<ul>
<li>日均 VWAP 看跌</li>
<li>周均 VWAP 看涨</li>
<li>在 1.38 以上目标 13950</li>
<li>在 1.3770 以下目标 1.3570</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_gbpusd_2026-02-03_09-33-44_639057063966376168.webp?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_gbpusd_2026-02-03_09-33-44_639057063966376168.webp"/></p>
<p>USDJPY</p>
<ul>
<li>日均 VWAP 看涨</li>
<li>周均 VWAP 看跌</li>
<li>在 154.35 以上目标 156</li>
<li>在 153.50 以下目标 151</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_usdjpy_2026-02-03_09-33-58_639057064635638663.webp?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_usdjpy_2026-02-03_09-33-58_639057064635638663.webp"/></p>
<p>XAUUSD</p>
<ul>
<li>日均 VWAP 看跌</li>
<li>周均 VWAP 看涨</li>
<li>在 4850 以上目标 5100</li>
<li>在 4400 以下目标 4200</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_xauusd_2026-02-03_09-34-27_639057065408016422.webp?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_xauusd_2026-02-03_09-34-27_639057065408016422.webp"/></p>
<p>BTCUSD</p>
<ul>
<li>日均 VWAP 看跌</li>
<li>周均 VWAP 看跌</li>
<li>在 81k 以上目标 84k</li>
<li>在 80.5k 以下目标 72k</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_btcusd_2026-02-03_09-34-51.webp?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_btcusd_2026-02-03_09-34-51.webp"/></p>
<hr/>
<p><em>更多来自此作者的内容：</em></p>
<p>FTSE 100 收盘线 - 2 月 2 日，星期五</p>
<p>每日市场展望 - 2 月 2 日，星期一</p>
<p>FTSE 100 收盘线 - 1 月 30 日，星期五</p>

<p>亚洲市场强劲反弹，MSCI 亚太指数上涨 2.8%。韩国股市飙升 6.3%，受三星和 SK 海力士等科技股推动。黄金和白银价格分别上涨 4.2% 和 8.1%。在澳大利亚，中央银行提高利率以应对通胀，推动澳元上涨。印度股市在特朗普宣布减税后上涨 2.8%。然而，由于税收担忧，香港的中国互联网公司面临下跌。由于政府停摆，美国就业报告被推迟，影响市场预期</p>

<p><img src="https://imageproxy.pbkrs.com/https://cdn.pixabay.com/photo/2016/12/13/22/15/chart-1905225__340.jpg" alt="" original-src="https://cdn.pixabay.com/photo/2016/12/13/22/15/chart-1905225__340.jpg"/></p>
<p><em>Image Source: Pixabay</em></p>
<div class="lb-trans"><p><em>图片来源：Pixabay</em></p>
</div><p>Asian markets bounced back strongly after experiencing their steepest decline in over two months. Precious metals like gold and silver also saw a notable rebound following Monday's market turbulence, while technology stocks led a spirited rally. The MSCI Asia Pacific Index soared 2.8%, marking its best single-day performance since April. This was a period when markets had rebounded from earlier lows after former U.S. President Donald Trump introduced historically high tariffs. South Korea's stock market, a standout performer this year and a key player in the AI sector, jumped 6.3%. Tech giants Samsung and SK Hynix were among the top gainers, climbing 10% and 7.3%, respectively. In other developments, Australian bonds declined as the country’s central bank raised its benchmark interest rate to combat inflation, which also pushed the Australian dollar higher. Over in India, equities climbed 2.8% after Trump announced plans to lower tariffs on Indian goods to 18%. This decision came after Indian Prime Minister Narendra Modi committed to halting purchases of Russian energy, helping to ease tensions between the two nations. The Indian Rupee also gained strength against the U.S. Dollar. Gold prices shot up by as much as 4.2%, while silver surged 8.1%, recovering some ground after a sharp selloff in previous sessions that had dragged prices down from record highs. However, not all sectors shared in the optimism. In Hong Kong, Chinese internet companies faced declines on Tuesday amid concerns over potential increases in value-added tax, casting a shadow over the broader tech rally in the region.</p>
<div class="lb-trans"><p>亚洲市场在经历了两个月以来最陡峭的下跌后强劲反弹。黄金和白银等贵金属在周一市场动荡后也显著回升，而科技股则引领了一场热烈的反弹。MSCI 亚太指数飙升 2.8%，创下自四月以来最佳单日表现。这一时期市场在前美国总统唐纳德·特朗普推出历史性高关税后从早期低点反弹。韩国股市作为今年的突出表现者和人工智能领域的关键参与者，跳涨 6.3%。科技巨头三星和 SK 海力士分别上涨 10% 和 7.3%。在其他发展中，澳大利亚债券下跌，因为该国中央银行提高了基准利率以应对通货膨胀，这也推动了澳元上涨。在印度，股市在特朗普宣布将印度商品关税降低至 18% 后上涨 2.8%。这一决定是在印度总理纳伦德拉·莫迪承诺停止购买俄罗斯能源后做出的，帮助缓解了两国之间的紧张关系。印度卢比对美元也有所升值。黄金价格上涨了多达 4.2%，而白银则飙升 8.1%，在之前几轮急剧抛售后恢复了一些涨幅，价格从历史高点回落。然而，并非所有行业都共享这种乐观情绪。在香港，中国互联网公司在周二面临下跌，因对增值税可能上调的担忧，给该地区更广泛的科技反弹蒙上阴影。</p>
</div><p>Domestically, this week's February MPR from the BoE includes an annual supply-side review. Unlike the OBR's productivity downgrade, the BoE's projections remain grounded, aligning with the OBR's 0.7-0.8% annual productivity gains. However, the BoE's potential growth rates of 1.7% (2026) and 1.5% (2027) now seem optimistic compared to the OBR's 1.3%. This reflects last year's upgraded population estimates, but with new ONS data delayed until April, there's limited new information. Population growth drives total hours worked, yet offsets like rising out-of-work benefits and reduced average weekly hours persist. The MPC's concerns about potential supply suggest any population-related upside will likely be negated by participation and hours dynamics. Overall, the review is unlikely to reveal significant spare capacity, with the economy expected to operate at full capacity by 2028, implying only a marginally dovish policy impact.</p>
<div class="lb-trans"><p>在国内，本周英国央行的二月份货币政策报告包括年度供给侧审查。与 OBR 的生产力下调不同，英国央行的预测仍然稳健，与 OBR 的 0.7-0.8% 的年度生产力增长相一致。然而，英国央行的潜在增长率 1.7%（2026 年）和 1.5%（2027 年）相比 OBR 的 1.3% 现在显得乐观。这反映了去年的人口估计上调，但由于新的 ONS 数据推迟到四月发布，新的信息有限。人口增长推动总工作小时数，但失业救济金的上升和平均每周工作小时数的减少仍然存在。货币政策委员会对潜在供应的担忧表明，任何与人口相关的上行可能会被参与率和工作小时的动态所抵消。总体而言，这次审查不太可能揭示出显著的闲置产能，预计到 2028 年经济将以满负荷运转，这意味着政策影响仅会略微偏向鸽派。</p>
</div><p>The US Bureau of Labour Statistics announced that the monthly employment report, originally scheduled for Friday, will be delayed due to the government shutdown, as will today's job openings report. Since the shutdown began Sunday and is expected to be temporary, survey fieldwork should already be complete, meaning the reports will eventually be released, unlike during longer shutdowns. The delay affects the final benchmark revisions for employment levels up to March 2025, with preliminary estimates last summer showing a significant reduction of 911,000 jobs. Any major revision could influence market reactions, but with the report expected before the March FOMC decision, political factors like Warsh’s confirmation hearing may have a greater impact on rate path pricing.</p>
<div class="lb-trans"><p>美国劳工统计局宣布，原定于周五发布的月度就业报告将因政府停摆而推迟，今天的职位空缺报告也将推迟。由于停摆自周日开始，预计是暂时的，因此调查现场工作应该已经完成，这意味着报告最终会发布，与较长时间的停摆不同。此次延迟影响到截至 2025 年 3 月的就业水平最终基准修订，去年夏季的初步估计显示减少了 911,000 个职位。任何重大修订都可能影响市场反应，但由于报告预计在 3 月 FOMC 决定之前发布，政治因素如 Warsh 的确认听证会可能对利率路径定价产生更大影响。</p>
</div><h3><strong>Overnight Headlines</strong></h3>
<div class="lb-trans"><h3><strong>隔夜头条</strong></h3>
</div><ul>
<li>Australia Raises Key Interest Rate To 3.85% To Combat Inflation</li>
<li>Trump Unveils $12B Mineral Reserve With Record Ex-Im Loan</li>
<li>UK PM Seeks To Push Forward With Delayed Defence Investment Plan</li>
<li>Reeves Urges UK, EU To Speak With One Voice On Trade With Trump</li>
<li>France Adopts Budget After Premier Survives No-Confidence Votes</li>
<li>Trump, Modi Announce Trade Deal That Cuts Tariffs On India To 18%</li>
<li>US And Iran Plan Talks In Istanbul, As Trump Warns Of ‘Bad Things’</li>
<li>Global Bond Sales Reach $1T At Their Fastest Pace Ever</li>
<li>Palantir’s Revenue Forecast For Year And Quarter Lap Consensus</li>
<li>NXP Semiconductors Logs Higher Sales Amid Improving Demand</li>
<li>Barclays: S&amp;P 500 Falls 16% On Average With New Fed Chair</li>
<li>BP Investors Demand Proof More Oil, Gas Spending Boosts Returns</li>
<li>Donerail Group Offers To Buy MarineMax For $35/Share In Cash</li>
<li>Virgin Media O2 Owners To Seal £2B Acquisition Of UK Broadband Rival</li>
<li>Devon Agrees To Buy Coterra For $21.4B In US Shale Deal</li>
<li>Google Cloud, Liberty Global Strike Five-Year AI Partnership</li>
<li>SpaceX CFO To Hold Investor Call To Discuss xAI Deal</li>
</ul>
<div class="lb-trans"><ul>
<li>澳大利亚将关键利率提高至 3.85% 以应对通货膨胀</li>
<li>特朗普推出 120 亿美元矿产储备及创纪录的出口信贷</li>
<li>英国首相寻求推进延迟的国防投资计划</li>
<li>Reeves 呼吁英国和欧盟在与特朗普的贸易中发声一致</li>
<li>法国在总理幸存于不信任投票后通过预算</li>
<li>特朗普和莫迪宣布削减印度关税至 18% 的贸易协议</li>
<li>美国和伊朗计划在伊斯坦布尔进行会谈，特朗普警告 “坏事” 将至</li>
<li>全球债券销售以最快的速度达到 1 万亿美元</li>
<li>Palantir 的年度和季度收入预测超出共识</li>
<li>NXP 半导体在需求改善中实现更高销售</li>
<li>巴克莱：新任美联储主席下 S&amp;P 500 平均下跌 16%</li>
<li>BP 投资者要求证明更多的石油和天然气支出能提升回报</li>
<li>Donerail 集团提议以每股 35 美元现金收购 MarineMax</li>
<li>Virgin Media O2 的所有者将完成对英国宽带竞争对手的 20 亿英镑收购</li>
<li>Devon 同意以 214 亿美元收购 Coterra，涉及美国页岩交易</li>
<li>谷歌云与 Liberty Global 达成五年 AI 合作协议</li>
<li>SpaceX 首席财务官将举行投资者电话会议讨论 xAI 交易</li>
</ul>
</div><h3><strong>FX Options Expiries For 10am New York Cut</strong></h3>
<div class="lb-trans"><h3><strong>纽约时间上午 10 点的外汇期权到期</strong></h3>
</div><p>(1BLN+ represents larger expiries and is more magnetic when trading within the daily ATR.)</p>
<div class="lb-trans"><p>(1BLN+ 代表较大到期，交易时在日常 ATR 内更具吸引力。)</p>
</div><ul>
<li>EUR/USD: 1.1745-50 (1.1BLN), 1.1785-90 (1.2BLN), 1.1800-05 (1.1BLN)</li>
<li>1.1820 (461M), 1.1850 (3.9BLN), 1.1865-75 (1.1BLN), 1.1890-1.1900 (1.3BLN)</li>
<li>EUR/CHF:0.9155 (280M). AUD/USD:0.6900-05 (774M)</li>
<li>GBP/USD: 1.3740 (408M), 1.3785 (203M)</li>
<li>USD/CAD: 1.3590-1.3600 (912M), 1.3780 (206M)</li>
<li>USD/JPY: 155.00 (278M), 155.75-80 (1.1BLN)</li>
</ul>
<div class="lb-trans"><ul>
<li>EUR/USD: 1.1745-50 (1.1BLN), 1.1785-90 (1.2BLN), 1.1800-05 (1.1BLN)</li>
<li>1.1820 (461M), 1.1850 (3.9BLN), 1.1865-75 (1.1BLN), 1.1890-1.1900 (1.3BLN)</li>
<li>EUR/CHF:0.9155 (280M). AUD/USD:0.6900-05 (774M)</li>
<li>GBP/USD: 1.3740 (408M), 1.3785 (203M)</li>
<li>USD/CAD: 1.3590-1.3600 (912M), 1.3780 (206M)</li>
<li>USD/JPY: 155.00 (278M), 155.75-80 (1.1BLN)</li>
</ul>
</div><h3><strong>CFTC Positions as of January 30th:</strong></h3>
<div class="lb-trans"><h3><strong>截至 1 月 30 日的 CFTC 持仓情况：</strong></h3>
</div><ul>
<li>.Equity fund speculators have increased their net short position in the S&amp;P 500 CME by 20,307 contracts, bringing the total to 420,688. Meanwhile, equity fund managers have raised their net long position in the S&amp;P 500 CME by 27,365 contracts, resulting in a total of 909,993 contracts.</li>
<li>Speculators have reduced their net short position in CBOT US 5-year Treasury futures by 45,473 contracts, now totaling 2,091,046. Conversely, they have increased their net short position in CBOT US 10-year Treasury futures by 70,511 contracts, reaching 726,151 contracts. There has also been a reduction in the net short position for CBOT US 2-year Treasury futures by 6,123 contracts, now at 1,218,999. Furthermore, speculators have boosted the net short position in CBOT US UltraBond Treasury futures by 14,649 contracts, bringing it to 273,471. They have trimmed their net short position in CBOT US Treasury bonds futures by 14,903 contracts, which now stands at 8,167.</li>
<li>Bitcoin's net long position is recorded at 690 contracts. The Swiss franc has a net short position of -42,893 contracts, while the British pound shows a net short position of -16,162 contracts. The euro has a net long position of 132,134 contracts, and the Japanese yen has a net short position of -33,933 contracts.</li>
</ul>
<div class="lb-trans"><ul>
<li>股票基金投机者在标准普尔 500 CME 的净空头头寸增加了 20,307 份合约，总计达到 420,688 份。同时，股票基金经理在标准普尔 500 CME 的净多头头寸增加了 27,365 份合约，总计达到 909,993 份合约。</li>
<li>投机者减少了在 CBOT 美国 5 年期国债期货的净空头头寸，减少了 45,473 份合约，目前总计为 2,091,046 份。相反，他们在 CBOT 美国 10 年期国债期货的净空头头寸增加了 70,511 份合约，达到 726,151 份合约。同时，CBOT 美国 2 年期国债期货的净空头头寸减少了 6,123 份合约，目前为 1,218,999 份。此外，投机者在 CBOT 美国超长期国债期货的净空头头寸增加了 14,649 份合约，总计达到 273,471 份。他们在 CBOT 美国国债期货的净空头头寸减少了 14,903 份合约，目前为 8,167 份。</li>
<li>比特币的净多头头寸记录为 690 份合约。瑞士法郎的净空头头寸为-42,893 份合约，而英镑的净空头头寸为-16,162 份合约。欧元的净多头头寸为 132,134 份合约，日元的净空头头寸为-33,933 份合约。</li>
</ul>
</div><h3><strong>Technical &amp; Trade Views</strong></h3>
<div class="lb-trans"><h3><strong>技术与交易观点</strong></h3>
</div><p>SP500</p>
<div class="lb-trans"><p>SP500</p>
</div><ul>
<li>Daily VWAP Bullish</li>
<li>Weekly VWAP Bearish</li>
<li>Above 6950 Target 7050</li>
<li>Below 6835 Target 6785</li>
</ul>
<div class="lb-trans"><ul>
<li>日均 VWAP 看涨</li>
<li>周均 VWAP 看跌</li>
<li>在 6950 以上目标 7050</li>
<li>在 6835 以下目标 6785</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_us500_2026-02-03_09-32-56_639057062988261932.webp" alt="" original-src="https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_us500_2026-02-03_09-32-56_639057062988261932.webp"/></p>
<p>EURUSD</p>
<div class="lb-trans"><p>EURUSD</p>
</div><ul>
<li>Daily VWAP Bearish</li>
<li>Weekly VWAP Bullish</li>
<li>Above 1.1950 Target 1.2150</li>
<li>Below 1.1840 Target 1.1750</li>
</ul>
<div class="lb-trans"><ul>
<li>日均 VWAP 看跌</li>
<li>周均 VWAP 看涨</li>
<li>在 1.1950 以上目标 1.2150</li>
<li>在 1.1840 以下目标 1.1750</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_eurusd_2026-02-03_09-33-30_639057063488245608.webp" alt="" original-src="https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_eurusd_2026-02-03_09-33-30_639057063488245608.webp"/></p>
<p>GBPUSD</p>
<div class="lb-trans"><p>GBPUSD</p>
</div><ul>
<li>Daily VWAP Bearish</li>
<li>Weekly VWAP Bullish</li>
<li>Above 1.38 Target 13950</li>
<li>Below 1.3770 Target 1.3570</li>
</ul>
<div class="lb-trans"><ul>
<li>日均 VWAP 看跌</li>
<li>周均 VWAP 看涨</li>
<li>在 1.38 以上目标 13950</li>
<li>在 1.3770 以下目标 1.3570</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_gbpusd_2026-02-03_09-33-44_639057063966376168.webp" alt="" original-src="https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_gbpusd_2026-02-03_09-33-44_639057063966376168.webp"/></p>
<p>USDJPY</p>
<div class="lb-trans"><p>USDJPY</p>
</div><ul>
<li>Daily VWAP Bullish</li>
<li>Weekly VWAP Bearish</li>
<li>Above 154.35 Target 156</li>
<li>Below 153.50 Target 151</li>
</ul>
<div class="lb-trans"><ul>
<li>日均 VWAP 看涨</li>
<li>周均 VWAP 看跌</li>
<li>在 154.35 以上目标 156</li>
<li>在 153.50 以下目标 151</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_usdjpy_2026-02-03_09-33-58_639057064635638663.webp" alt="" original-src="https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_usdjpy_2026-02-03_09-33-58_639057064635638663.webp"/></p>
<p>XAUUSD</p>
<div class="lb-trans"><p>XAUUSD</p>
</div><ul>
<li>Daily VWAP Bearish</li>
<li>Weekly VWAP Bullish</li>
<li>Above 4850 Target 5100</li>
<li>Below 4400 Target 4200</li>
</ul>
<div class="lb-trans"><ul>
<li>日均 VWAP 看跌</li>
<li>周均 VWAP 看涨</li>
<li>在 4850 以上目标 5100</li>
<li>在 4400 以下目标 4200</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_xauusd_2026-02-03_09-34-27_639057065408016422.webp" alt="" original-src="https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_xauusd_2026-02-03_09-34-27_639057065408016422.webp"/></p>
<p>BTCUSD</p>
<div class="lb-trans"><p>BTCUSD</p>
</div><ul>
<li>Daily VWAP Bearish</li>
<li>Weekly VWAP Bearish</li>
<li>Above 81k Target 84k</li>
<li>Below 80.5k Target 72k</li>
</ul>
<div class="lb-trans"><ul>
<li>日均 VWAP 看跌</li>
<li>周均 VWAP 看跌</li>
<li>在 81k 以上目标 84k</li>
<li>在 80.5k 以下目标 72k</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_btcusd_2026-02-03_09-34-51.webp" alt="" original-src="https://talkmarkets.com/contributor/marija-shutarova/user_content/ckimages/orig_btcusd_2026-02-03_09-34-51.webp"/></p>
<hr/>
<div class="lb-trans"><hr/>
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