南华贵金属（黄金，白银）周报：金融及地域政治风险加剧，贵金属配置价值进一步凸显

− 20231014 Z00165690571-87839265xiayingying@nawaa.com 11➢➢➢112➢ 222•112•2320:002323•• 33/--CPIAug-23Sep-23Aug-23Jul-23Aug-23Sep-23Aug-23Jul-23Jun-239-83.73.73.23.00.40.60.20.2-0.20-0.203.74.34.95.70.200.200.200.100.000.002.433.64.70.100.200.300.00-0.10-0.014.8678.8-0.400.500.000.10-0.90-0.010.20-0.2-0.20.500.800.50-0.40-0.30-0.01-0.20.31.32.70.10-0.400.50-0.300.500.0044.85.47.60.00-0.200.00-0.100.200.004.24.55.47.10.300.200.20-0.200.100.0066.57.17.70.400.300.200.400.100.00-0.5-3.6-12.5-16.71.505.600.100.60-4.10-0.282.2-4.2-20.3-26.82.3010.500.300.80-8.20-0.30-5.1-14.8-26.5-36.68.509.103.00-0.40-0.600.002.7-3.7-20.2-26.72.2010.700.200.90-8.50-0.293-3.3-19.9-26.52.1010.600.201.00-8.50-0.29-3.3-2.7-1.1-0.90.600.20-0.100.400.400.012.62.135.41.300.20-0.700.901.100.03-19.9-16.5-13.7-18.6-1.900.102.00-1.70-2.00-0.014.14.34.74.80.300.300.200.200.000.0000.20.81.3-0.40-0.10-0.30-0.10-0.30-0.062.33.13.23.1-0.800.200.000.30-1.00-0.032.52.93.54.10.300.30-0.100.000.000.00-8-6.6-5.6-5.2-2.50-1.20-1.30-0.50-1.30-0.034.24.54.14.2-0.300.600.500.20-0.90-0.014.23.74.14.40.800.000.100.000.800.015.65.66.15.80.200.600.500.10-0.400.005.75.96.16.20.600.400.400.300.200.127.27.37.77.80.600.300.400.400.300.107.47.888.30.500.500.400.500.000.007.17.37.77.80.600.400.500.400.200.05-2.6-2.1-1.5-0.80.300.10-0.400.000.200.019.110.398.20.702.000.300.10-1.30-0.0810.21212.712.70.201.101.001.30-0.90-0.0118.919.117.816.91.302.402.001.70-1.10-0.03-13.4-13.3-18.6-18.90.304.90-8.10-8.10-4.60-0.029MoM(%)YoY(%) 43/CPICPICPICPI 54 65◼––116 76资料来源：Bloomberg 南华研究◼––◼––◼––◼––◼––◼–– 87◼––◼––➢➢➢➢ 1.2.3.4.9 101 112国内贵金属市场统计最新价上周变动%年初至今变动%沪金期货主力价格（元/克）454.92-1.0010.76黄金TD价格（元/克）453.351.6410.38沪金期货主力成交量（手）84889-61.0450.34黄金期货库存（千克）3102.0018.99-7.10沪银期货主力价格（元/克）5714-1.066.54白银TD价格（元/克）5700-1.476.80沪银期货主力成交量（手）435690-17.42-12.03白银期货库存（吨）1089-12.94-49.37 123◼––◼––◼––◼––--SPDRETF--CFTC--CFTC--ETF 134◼––COMEXSHFESGX 1.2.3.4.14 151--1515 162--◼––◼––◼––◼––CRB 173-- ◼–– 1.2.3.4.18 1911919 1.2.3.4.20 211◼––◼––◼––◼––//// 222◼––◼––◼––◼––/CRB/VIX// 136310008400 8888 910www.nanhua.net603093