智通财经APP获悉，易方达黄金矿业ETF(02824)再涨超2%，截至发稿，涨1.11%，报11.88港元，成交额126.78万港元。
消息面上，据市场媒体报道，美联储理事沃勒周四表示，只要美国通胀持续放缓，他将倾向于维持利率不变。受此相对鸽派的讲话影响，美国国债价格周四纷纷上扬。沃勒表示“终于看到了通胀减缓的迹象”，若未来两周数据持续显示通胀降温，将支持9月维持利率不变。沃勒讲话后，9月加息概率已回落至50%。
需要关注的是，9月FOMC会议前夕，美联储官员本周密集登场，释放信号从鹰到鸽剧烈摇摆，市场预期随之大幅波动。业内人士分析认为，随着联储鸽派声音增多，市场此前过度定价的加息预期正从66%的高点向中枢回归。若未来两周就业与通胀数据配合，加息预期有望进一步消退，美债收益率与美元或将同步回落，黄金有望迎来阶段性修复窗口。
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