金吾财讯 | 东吴证券表示，加息预期主导定价，金银承压白银领跌。2026年9月24至9月29日当周金银价格承压回落，截至9月28日，COMEX黄金、白银结算价分别为4168.40、61.718美元/盎司，较上周同期分别下跌4.75%、7.07%。周内整体呈震荡下行走势，美联储官员持续释放进一步加息信号，美元指数反弹至数周高位，10年期美债收益率在5%关口反复震荡，实际利率抬升压制无息资产估值；特朗普拒绝伊朗和平协议推升油价，但市场将其解读为通胀反弹与美联储更鹰派的理由，形成“油价涨、金银跌”的走势。该机构预计短期贵金属以弱势震荡为主，关注PCE数据与中东局势变化。
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