智通财经APP获悉，南方两倍做多黄金(07299)跌超4%，截至发稿，跌3.78%，报21.88港元，成交额1897.36万港元。
消息面上，截至9月28日，现货黄金持续下跌，盘中跌幅扩大至逾2%，失守4200美元关口。据芝加哥商品交易所(CME)数据，市场对美联储10月加息25个基点的概率预期一度升至64.8%。机构分析明确指出，美国10年期收益率飙升至5%以上是黄金等零收益资产承压的主要原因。
南华期货认为，中期看，贵金属估值端压力已较充分释放，年内低点或已形成。此前贵金属回踩已定价美联储至明年年中加息2.5次的偏鹰预期。当前加息预期更为鹰派定价下金银明显抗跌，一方面受央行购金支撑，另一方面投资需求并未再次显著流出。整体看，加息预期交易已趋拥挤，后续通胀上行风险主要来自地缘驱动的油价。预期黄金回调压力有限，短期若回调仍可视为逢低买入机会。
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