<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>圖片來源：Pixabay</em></p>
<p>亞洲市場在經歷了兩個月以來最陡峭的下跌後強勁反彈。黃金和白銀等貴金屬在週一市場動盪後也顯著回升，而科技股則引領了一場熱烈的反彈。MSCI 亞太指數飆升 2.8%，創下自四月以來最佳單日表現。這一時期市場在前美國總統唐納德·特朗普推出歷史性高關税後從早期低點反彈。韓國股市作為今年的突出表現者和人工智能領域的關鍵參與者，跳漲 6.3%。科技巨頭三星和 SK 海力士分別上漲 10% 和 7.3%。在其他發展中，澳大利亞債券下跌，因為該國中央銀行提高了基準利率以應對通貨膨脹，這也推動了澳元上漲。在印度，股市在特朗普宣佈將印度商品關税降低至 18% 後上漲 2.8%。這一決定是在印度總理納倫德拉·莫迪承諾停止購買俄羅斯能源後做出的，幫助緩解了兩國之間的緊張關係。印度盧比對美元也有所升值。黃金價格上漲了多達 4.2%，而白銀則飆升 8.1%，在之前幾輪急劇拋售後恢復了一些漲幅，價格從歷史高點回落。然而，並非所有行業都共享這種樂觀情緒。在香港，中國互聯網公司在週二面臨下跌，因對增值税可能上調的擔憂，給該地區更廣泛的科技反彈蒙上陰影。</p>
<p>在國內，本週英國央行的二月份貨幣政策報告包括年度供給側審查。與 OBR 的生產力下調不同，英國央行的預測仍然穩健，與 OBR 的 0.7-0.8% 的年度生產力增長相一致。然而，英國央行的潛在增長率 1.7%（2026 年）和 1.5%（2027 年）相比 OBR 的 1.3% 現在顯得樂觀。這反映了去年的人口估計上調，但由於新的 ONS 數據推遲到四月發佈，新的信息有限。人口增長推動總工作小時數，但失業救濟金的上升和平均每週工作小時數的減少仍然存在。貨幣政策委員會對潛在供應的擔憂表明，任何與人口相關的上行可能會被參與率和工作小時的動態所抵消。總體而言，這次審查不太可能揭示出顯著的閒置產能，預計到 2028 年經濟將以滿負荷運轉，這意味着政策影響僅會略微偏向鴿派。</p>
<p>美國勞工統計局宣佈，原定於週五發佈的月度就業報告將因政府停擺而推遲，今天的職位空缺報告也將推遲。由於停擺自週日開始，預計是暫時的，因此調查現場工作應該已經完成，這意味着報告最終會發布，與較長時間的停擺不同。此次延遲影響到截至 2025 年 3 月的就業水平最終基準修訂，去年夏季的初步估計顯示減少了 911,000 個職位。任何重大修訂都可能影響市場反應，但由於報告預計在 3 月 FOMC 決定之前發佈，政治因素如 Warsh 的確認聽證會可能對利率路徑定價產生更大影響。</p>
<h3><strong>隔夜頭條</strong></h3>
<ul>
<li>澳大利亞將關鍵利率提高至 3.85% 以應對通貨膨脹</li>
<li>特朗普推出 120 億美元礦產儲備及創紀錄的出口信貸</li>
<li>英國首相尋求推進延遲的國防投資計劃</li>
<li>Reeves 呼籲英國和歐盟在與特朗普的貿易中發聲一致</li>
<li>法國在總理倖存於不信任投票後通過預算</li>
<li>特朗普和莫迪宣佈削減印度關税至 18% 的貿易協議</li>
<li>美國和伊朗計劃在伊斯坦布爾進行會談，特朗普警告 “壞事” 將至</li>
<li>全球債券銷售以最快的速度達到 1 萬億美元</li>
<li>Palantir 的年度和季度收入預測超出共識</li>
<li>NXP 半導體在需求改善中實現更高銷售</li>
<li>巴克萊：新任美聯儲主席下 S&amp;P 500 平均下跌 16%</li>
<li>BP 投資者要求證明更多的石油和天然氣支出能提升回報</li>
<li>Donerail 集團提議以每股 35 美元現金收購 MarineMax</li>
<li>Virgin Media O2 的所有者將完成對英國寬帶競爭對手的 20 億英鎊收購</li>
<li>Devon 同意以 214 億美元收購 Coterra，涉及美國頁岩交易</li>
<li>谷歌雲與 Liberty Global 達成五年 AI 合作協議</li>
<li>SpaceX 首席財務官將舉行投資者電話會議討論 xAI 交易</li>
</ul>
<h3><strong>紐約時間上午 10 點的外匯期權到期</strong></h3>
<p>(1BLN+ 代表較大到期，交易時在日常 ATR 內更具吸引力。)</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 持倉情況：</strong></h3>
<ul>
<li>股票基金投機者在標準普爾 500 CME 的淨空頭頭寸增加了 20,307 份合約，總計達到 420,688 份。同時，股票基金經理在標準普爾 500 CME 的淨多頭頭寸增加了 27,365 份合約，總計達到 909,993 份合約。</li>
<li>投機者減少了在 CBOT 美國 5 年期國債期貨的淨空頭頭寸，減少了 45,473 份合約，目前總計為 2,091,046 份。相反，他們在 CBOT 美國 10 年期國債期貨的淨空頭頭寸增加了 70,511 份合約，達到 726,151 份合約。同時，CBOT 美國 2 年期國債期貨的淨空頭頭寸減少了 6,123 份合約，目前為 1,218,999 份。此外，投機者在 CBOT 美國超長期國債期貨的淨空頭頭寸增加了 14,649 份合約，總計達到 273,471 份。他們在 CBOT 美國國債期貨的淨空頭頭寸減少了 14,903 份合約，目前為 8,167 份。</li>
<li>比特幣的淨多頭頭寸記錄為 690 份合約。瑞士法郎的淨空頭頭寸為-42,893 份合約，而英鎊的淨空頭頭寸為-16,162 份合約。歐元的淨多頭頭寸為 132,134 份合約，日元的淨空頭頭寸為-33,933 份合約。</li>
</ul>
<h3><strong>技術與交易觀點</strong></h3>
<p>SP500</p>
<ul>
<li>日均 VWAP 看漲</li>
<li>周均 VWAP 看跌</li>
<li>在 6950 以上目標 7050</li>
<li>在 6835 以下目標 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 看漲</li>
<li>在 1.1950 以上目標 1.2150</li>
<li>在 1.1840 以下目標 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 看漲</li>
<li>在 1.38 以上目標 13950</li>
<li>在 1.3770 以下目標 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 看漲</li>
<li>周均 VWAP 看跌</li>
<li>在 154.35 以上目標 156</li>
<li>在 153.50 以下目標 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 看漲</li>
<li>在 4850 以上目標 5100</li>
<li>在 4400 以下目標 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 以上目標 84k</li>
<li>在 80.5k 以下目標 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>更多來自此作者的內容：</em></p>
<p>FTSE 100 收盤線 - 2 月 2 日，星期五</p>
<p>每日市場展望 - 2 月 2 日，星期一</p>
<p>FTSE 100 收盤線 - 1 月 30 日，星期五</p>

<p>亞洲市場強勁反彈，MSCI 亞太指數上漲 2.8%。韓國股市飆升 6.3%，受三星和 SK 海力士等科技股推動。黃金和白銀價格分別上漲 4.2% 和 8.1%。在澳大利亞，中央銀行提高利率以應對通脹，推動澳元上漲。印度股市在特朗普宣佈減税後上漲 2.8%。然而，由於税收擔憂，香港的中國互聯網公司面臨下跌。由於政府停擺，美國就業報告被推遲，影響市場預期</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>圖片來源：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>亞洲市場在經歷了兩個月以來最陡峭的下跌後強勁反彈。黃金和白銀等貴金屬在週一市場動盪後也顯著回升，而科技股則引領了一場熱烈的反彈。MSCI 亞太指數飆升 2.8%，創下自四月以來最佳單日表現。這一時期市場在前美國總統唐納德·特朗普推出歷史性高關税後從早期低點反彈。韓國股市作為今年的突出表現者和人工智能領域的關鍵參與者，跳漲 6.3%。科技巨頭三星和 SK 海力士分別上漲 10% 和 7.3%。在其他發展中，澳大利亞債券下跌，因為該國中央銀行提高了基準利率以應對通貨膨脹，這也推動了澳元上漲。在印度，股市在特朗普宣佈將印度商品關税降低至 18% 後上漲 2.8%。這一決定是在印度總理納倫德拉·莫迪承諾停止購買俄羅斯能源後做出的，幫助緩解了兩國之間的緊張關係。印度盧比對美元也有所升值。黃金價格上漲了多達 4.2%，而白銀則飆升 8.1%，在之前幾輪急劇拋售後恢復了一些漲幅，價格從歷史高點回落。然而，並非所有行業都共享這種樂觀情緒。在香港，中國互聯網公司在週二面臨下跌，因對增值税可能上調的擔憂，給該地區更廣泛的科技反彈蒙上陰影。</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>在國內，本週英國央行的二月份貨幣政策報告包括年度供給側審查。與 OBR 的生產力下調不同，英國央行的預測仍然穩健，與 OBR 的 0.7-0.8% 的年度生產力增長相一致。然而，英國央行的潛在增長率 1.7%（2026 年）和 1.5%（2027 年）相比 OBR 的 1.3% 現在顯得樂觀。這反映了去年的人口估計上調，但由於新的 ONS 數據推遲到四月發佈，新的信息有限。人口增長推動總工作小時數，但失業救濟金的上升和平均每週工作小時數的減少仍然存在。貨幣政策委員會對潛在供應的擔憂表明，任何與人口相關的上行可能會被參與率和工作小時的動態所抵消。總體而言，這次審查不太可能揭示出顯著的閒置產能，預計到 2028 年經濟將以滿負荷運轉，這意味着政策影響僅會略微偏向鴿派。</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>美國勞工統計局宣佈，原定於週五發佈的月度就業報告將因政府停擺而推遲，今天的職位空缺報告也將推遲。由於停擺自週日開始，預計是暫時的，因此調查現場工作應該已經完成，這意味着報告最終會發布，與較長時間的停擺不同。此次延遲影響到截至 2025 年 3 月的就業水平最終基準修訂，去年夏季的初步估計顯示減少了 911,000 個職位。任何重大修訂都可能影響市場反應，但由於報告預計在 3 月 FOMC 決定之前發佈，政治因素如 Warsh 的確認聽證會可能對利率路徑定價產生更大影響。</p>
</div><h3><strong>Overnight Headlines</strong></h3>
<div class="lb-trans"><h3><strong>隔夜頭條</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>澳大利亞將關鍵利率提高至 3.85% 以應對通貨膨脹</li>
<li>特朗普推出 120 億美元礦產儲備及創紀錄的出口信貸</li>
<li>英國首相尋求推進延遲的國防投資計劃</li>
<li>Reeves 呼籲英國和歐盟在與特朗普的貿易中發聲一致</li>
<li>法國在總理倖存於不信任投票後通過預算</li>
<li>特朗普和莫迪宣佈削減印度關税至 18% 的貿易協議</li>
<li>美國和伊朗計劃在伊斯坦布爾進行會談，特朗普警告 “壞事” 將至</li>
<li>全球債券銷售以最快的速度達到 1 萬億美元</li>
<li>Palantir 的年度和季度收入預測超出共識</li>
<li>NXP 半導體在需求改善中實現更高銷售</li>
<li>巴克萊：新任美聯儲主席下 S&amp;P 500 平均下跌 16%</li>
<li>BP 投資者要求證明更多的石油和天然氣支出能提升回報</li>
<li>Donerail 集團提議以每股 35 美元現金收購 MarineMax</li>
<li>Virgin Media O2 的所有者將完成對英國寬帶競爭對手的 20 億英鎊收購</li>
<li>Devon 同意以 214 億美元收購 Coterra，涉及美國頁岩交易</li>
<li>谷歌雲與 Liberty Global 達成五年 AI 合作協議</li>
<li>SpaceX 首席財務官將舉行投資者電話會議討論 xAI 交易</li>
</ul>
</div><h3><strong>FX Options Expiries For 10am New York Cut</strong></h3>
<div class="lb-trans"><h3><strong>紐約時間上午 10 點的外匯期權到期</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+ 代表較大到期，交易時在日常 ATR 內更具吸引力。)</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 持倉情況：</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>股票基金投機者在標準普爾 500 CME 的淨空頭頭寸增加了 20,307 份合約，總計達到 420,688 份。同時，股票基金經理在標準普爾 500 CME 的淨多頭頭寸增加了 27,365 份合約，總計達到 909,993 份合約。</li>
<li>投機者減少了在 CBOT 美國 5 年期國債期貨的淨空頭頭寸，減少了 45,473 份合約，目前總計為 2,091,046 份。相反，他們在 CBOT 美國 10 年期國債期貨的淨空頭頭寸增加了 70,511 份合約，達到 726,151 份合約。同時，CBOT 美國 2 年期國債期貨的淨空頭頭寸減少了 6,123 份合約，目前為 1,218,999 份。此外，投機者在 CBOT 美國超長期國債期貨的淨空頭頭寸增加了 14,649 份合約，總計達到 273,471 份。他們在 CBOT 美國國債期貨的淨空頭頭寸減少了 14,903 份合約，目前為 8,167 份。</li>
<li>比特幣的淨多頭頭寸記錄為 690 份合約。瑞士法郎的淨空頭頭寸為-42,893 份合約，而英鎊的淨空頭頭寸為-16,162 份合約。歐元的淨多頭頭寸為 132,134 份合約，日元的淨空頭頭寸為-33,933 份合約。</li>
</ul>
</div><h3><strong>Technical &amp; Trade Views</strong></h3>
<div class="lb-trans"><h3><strong>技術與交易觀點</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 看漲</li>
<li>周均 VWAP 看跌</li>
<li>在 6950 以上目標 7050</li>
<li>在 6835 以下目標 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 看漲</li>
<li>在 1.1950 以上目標 1.2150</li>
<li>在 1.1840 以下目標 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 看漲</li>
<li>在 1.38 以上目標 13950</li>
<li>在 1.3770 以下目標 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 看漲</li>
<li>周均 VWAP 看跌</li>
<li>在 154.35 以上目標 156</li>
<li>在 153.50 以下目標 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 看漲</li>
<li>在 4850 以上目標 5100</li>
<li>在 4400 以下目標 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 以上目標 84k</li>
<li>在 80.5k 以下目標 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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<div class="lb-trans"><p>每日市場展望 - 2 月 2 日，星期一</p>
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