白银 (Silver) 加自选

日元正在复苏。上周末，美元跌至3月初的97.60，在撰写本文时已反弹至98.10。上周末美元指数暴跌的催化剂是市场对美联储利率前景的重新评估，以及唐纳德·特朗普宣布美国将开始从霍尔木兹海峡撤出商船。

The Yen is Recovering.At the end of last week, the US dollar retreated to early March levels of 97.60, having rebounded to 98.10 at the time of writing. The catalyst for the USD index's plunge at the end of last week was the markets' reassessment of the Fed's rate outlook and Donald Trump's announcement that the US would begin withdrawing commercial vessels from the Strait of Hormuz.

美国高级官员否认一艘美国船只被伊朗导弹击中-Axios。Axios全球事务记者Barack Ravid在X上表示，一名美国高级官员否认伊朗导弹击中了一艘美国军舰。这引发了早些时候行动的迅速逆转，此前法尔斯通讯社报道称，两枚导弹袭击了Jask岛附近的一艘美国军舰，据称该军舰无视多次离开伊朗领海的警告。

Senior US official denies a US ship was hit by Iranian missiles - Axios.Global Affairs Correspondent for Axios, Barack Ravid, said on X that a senior US official denied that Iranian missiles hit a US warship. This has triggered a quick reversal in earlier moves after Fars News Agency reported that two missiles struck a US warship near Jask Island after it allegedly ignored repeated warnings to exit Iranian territorial waters.

天然气和石油预测：阿联酋退出欧佩克引发原油波动——116美元会突破吗？。随着海湾地区产量的关闭和阿联酋欧佩克的退出，油价飙升，扰乱了市场。WTI预计价格为110美元，而天然气在供应紧张和温和天气下苦苦挣扎。

Natural Gas and Oil Forecast: UAE OPEC Exit Ignites Crude Volatility – Will $116 Break?.Oil prices surge as Gulf production shut-ins and UAE's OPEC exit rattle markets. WTI eyes $110 while natural gas struggles under heavy supply and mild weather.

两枚导弹击中了Jask岛附近的一艘美国军舰，此前该军舰无视伊朗的警告-法尔斯。伊朗法尔斯通讯社报道称，两枚导弹袭击了贾斯克岛附近的一艘美国军舰，据称该军舰无视多次发出的离开伊朗领海的警告。这一事件标志着自4月初以来一直存在的脆弱停火的破裂，而就在特朗普政府发起“自由行动”之际。

Two missiles hit a US warship near Jask Island after it ignored Iran's warnings - Fars.Iran's Fars News Agency reports that two missiles struck a US warship near Jask Island after it allegedly ignored repeated warnings to exit Iranian territorial waters. The incident marks a fracture in the fragile ceasefire that has been in place since early April and occurs just as the Trump administration launched Operation Project Freedom.