10月23日，港股黄金股集体下跌，灵宝黄金跌5.4%，潼关黄金跌5%，招金矿业、紫金黄金国际跌4.5%，山东黄金跌4%，中国黄金国际跌3.8%，紫金矿业跌3.5%，赤峰黄金、珠峰黄金跌超3%。
消息面上，现货黄金隔夜大跌近3%，失守4030美元/盎司，逼近4000美元整数心理关口。金价走弱直接压制了黄金矿企的盈利预期和估值。更深层的压制来自通胀与加息预期的拉扯。油价高企（布伦特原油一度站上110美元上方）强化了通胀担忧，市场对美联储12月继续加息的预期升温，这提高了持有黄金的机会成本。即便周四美债收益率因科技股抛售而下行，黄金也未能获得避险买盘支撑，说明仓位调整和抛售压力主导了短期走势。
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