每日金融市場深度報告

以下是本日（2026年2月3日）的全球金融市場專題報告：

Here's a summary of the key information found:

Global Forex Market:

• USD: Dollar rose on Monday (Feb 2), extending gains after former Fed Governor Kevin Warsh was nominated as the next Fed Chair. The Dollar Index (DXY) rose 0.7% to 97.65.
• EUR/USD: Fell 0.5% to 1.1785 on Monday (Feb 2), retreating from 1.20 level last week.

* As of Feb 3, 2026, 02:24:21 UTC, Cathay United Bank shows EUR/USD spot rate at 1.1856 (selling) and 1.1854 (buying).
* As of Feb 2, 2026, EUR/USD closed at 1.1852, opened at 1.1846, high 1.1875, low 1.1841.
* Trading Economics predicts EUR/USD to reach 1.15 by end of quarter and in 12 months.

• USD/JPY: Rose to 155.6000 on Monday (Feb 2).

* OANDA shows real-time USD/JPY at 154.764 (buying) and 154.799 (selling).

• GBP/USD: Slightly lower at 1.3658 on Monday (Feb 2).
• AUD/USD: Lower at 0.6948 on Monday (Feb 2).
• Macro Drivers: Trump nominated Kevin Warsh as Fed Chair, seen as hawkish, leading to dollar strength. European Central Bank (ECB) and Bank of England (BoE) are expected to keep rates unchanged this week. German retail sales improved, Eurozone manufacturing PMI recovered. US January jobs report delayed due to government shutdown.

Global Gold & Crude Oil Market:

• Crude Oil: Fell to 61.94 USD/Bbl on February 3, 2026, down 5.02% from the previous day.

* WTI crude oil was around $65.78/barrel, Brent crude oil around $69.61/barrel on Friday (Jan 30), supported by US-Iran tensions.
* However, oil prices fell sharply on Monday (Feb 2) as geopolitical risk premium eased after Trump indicated active dialogue with Iran. Brent fell to around $67, WTI to around $63.
* Forecast for 2026: Brent average $62.02, WTI average $58.72, due to oversupply despite Middle East tensions.

• Gold: On Friday (Jan 30), spot gold plunged 12% to $4680/ounce, closing down 9.19% at $4883.45/ounce, after Trump nominated Kevin Warsh for Fed Chair.

* OANDA shows real-time XAU/USD at 4890.44 (buying) and 4900.44 (selling).
* Gold had broken above $5,600/ounce recently but saw a 3% single-day drop on Jan 29, 2026.

• Macro Drivers: Trump's nomination of Warsh (seen as hawkish) caused a sharp sell-off in precious metals. Geopolitical risks in the Middle East initially supported oil, but easing tensions (Trump's dialogue with Iran) led to a sharp drop. Oversupply is expected to keep oil prices around $60 in 2026.

Global Cryptocurrency & Blockchain Market:

• Bitcoin (BTC): Fell to a 10-month low of $74,540 in Asian trading on Monday (Feb 2), close to the low after Trump's "reciprocal tariffs" announcement last April. Recovered to $78,000 level by Monday evening.

* Bitcoin fell nearly 11% in January, marking its fourth consecutive monthly decline, the longest losing streak since 2018.
* Over $2 billion in long and short Bitcoin contracts liquidated since last Thursday.
* As of Feb 2, Bitcoin was at $77,871.33, down 0.98%.
* MicroStrategy (now Strategy Inc.) bought 855 BTC for $75.3 million at an average price of $87,974 between Jan 26 and Feb 1. Total holdings 713,502 BTC, average cost $76,052.
* SoSoValue data shows global listed companies net bought $123 million BTC last week (ending Feb 3, 8:30 AM EST), a 57.6% decrease from previous week.
* Some analysts believe crypto might be bottoming out.

• Ethereum (ETH): Fell 3.79% to $2246/coin on Monday (Feb 2).

* Price fell below $2,500 on Feb 1, trading between $2,489 and $2,495.
* Bitmine Immersion Technologies increased ETH holdings by 41,788 last week, holding 4.285 million ETH as of Feb 1, representing 3.55% of total supply.
* Tom Lee believes ETH weakness is not due to fundamental deterioration.
* ETH price prediction for March 2026: $2,458.27 to $3,917.07, average $3,187.67.
* ETH price prediction for April 2026: $2,466.19 to $3,924.99.

• Macro Drivers: Bitcoin's fall linked to broad risk-off sentiment in global markets, thin weekend liquidity, and negative sentiment from US stock market decline due to Fed Chair speculation (Warsh). Geopolitical risks and tech stock downturn (Microsoft) also contributed. Trump's nomination of Warsh (hawkish) caused a sell-off in risk assets including crypto. Large ETF outflows ($1.61 billion in Jan 2026) also impacted BTC.
• Blockchain/Crypto News:

* White House to meet with crypto and banking industry on Feb 3 (2 AM Beijing time) to discuss stablecoin issues.
* Bybit announced its 2026 vision to transform into a "New Financial Platform," integrating crypto and traditional finance, launching MyBank retail banking and ByCustody institutional custody services. MyBank is expected to launch in Feb 2026.
* Tether introduced USAT in Sept 2025, aiming to be a compliant part of the US financial system.
* China's central bank outlined 2026 anti-money laundering priorities, including promoting new anti-money laundering law and strengthening supervision of financial and non-financial institutions.
* Shanghai branch of PBOC is promoting cross-border application of digital RMB.
* 2026 is expected to be a big year for regulatory clarity in crypto.

I have enough information to construct the reports. I will use the most recent data available (Feb 2nd and Feb 3rd, 2026).
I will ensure to cite all factual information.

Confidence Score: 5/5 - I have specific data points for the requested date (February 3, 2026) and the preceding day, which is crucial for "today's" financial news.

Strategizing complete. I will now generate the response based on the gathered information.