【卓创资讯：加息与高利率博弈，黄金筑底蓄能等待机会】9月以来黄金价格重心下移，截至9月17日，富宝现货99.99%黄金报929.1元/克，相较月初已累计下跌3.5%。本轮回撤的原因有，一、美伊僵持下霍尔木兹海峡持续限行，沙特输油管道暂时性停运，红海地区纷争激烈，三大主流原油外输路线受限，布油宽幅上涨，推升后续通胀预期；二、美国8月CPI年率未能如预期回落，市场逐渐定价美联储加息，最终靴子落地。后市来看，当前美债收益率运行于高位，挤压美国财政同时令市场担忧美元资产安全性，沙特管道预计短期内将恢复，前期过度定价下黄金遭到超卖，再利空出尽和技术面回补下有较大可能向上修复。但仍需关注中东地缘局势进展，如油价进一步攀升，需警惕美联储连续加息压制黄金。
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