中东日报

关键论点

• 美伊要求使霍尔木兹谈判复杂化，油价上涨，地缘风险溢价持续存在。
• 美国CPI数据公布前黄金升至4400美元/盎司上方，受技术性买盘、ETF流入及央行购金支撑。
• 埃及7月城市通胀再度加速至同比14.9%，强化埃及央行的谨慎利率展望。
• 尽管沙特资金流入放缓及地区不确定性，卡塔尔和沙特的外国直接投资存量仍在增加。

对应原文证据

1. Brent crude traded near USD88/b, while WTI remained above USD82/b, extending a four-day rally as tougher US an Iranian demands reduced prospects for a near-term agreement to restore normal shipping through the Strait of Hormuz. · near-term
2. With diplomatic positions hardening, global inventories already tight and alternative exports routes facing security risks, the prolonged disruption to Hormuz is likely to keep a sizeable geopolitical premium embedded in oil prices. · medium-term
3. Markets expect US CPI to rise 0.1% m/m in July, and a softer reading following the recent weak jobs report could reduce expectations of further monetary tightening. · near-term