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On July 17, 2025, Yemeni security forces intercepted a cargo ship flying the Liberia flag while patrolling the Red Sea. The 750 tons of weapons on board caused a global shock. According to the on-site video and list released by the Yemeni authorities, the weapons included advanced equipment such as naval missile systems, air defense radars, attack drones, and anti-armor missiles. The Persian manuals of some of the weapons and the logos of companies affiliated with the Iranian Ministry of Defense directly pointed to their sources.

On the evening of July 16, local time, the Israeli Defense Forces launched a large-scale airstrike on the Syrian capital Damascus, targeting the Syrian Ministry of Defense building, military facilities near the presidential palace and the entrance to the General Staff Headquarters, killing at least 3 people and injuring 34. This action is the largest military escalation since Israel intervened in the conflict in Suwayda Province in southern Syria on July 14, directly triggering an emergency meeting of the UN Security Council. The Security Council will hold closed-door consultations at 18:00 Beijing time on the 17th to discuss the issue of "condemning Israel's violation of sovereignty" proposed by Syria.

Against the backdrop of a profound adjustment in the global economic landscape, the linkage between the direction of US monetary policy and the gold market has become increasingly prominent. The fierce disagreement within the Federal Reserve on the timing of interest rate cuts, the chain reaction caused by the Trump administration's tariff policy, and the subtle changes in global capital's confidence in US dollar assets have jointly shaped the new positioning of gold as a core asset. From the central bank's gold purchase boom to the surge in market demand for risk aversion, gold is evolving from a traditional crisis hedging tool to a strategic allocation target for coping with geopolitical economic uncertainties.