南华贵金属（黄金、白银）周报：CPI低于预期下美联储24年降息预期升温

− CPI24 20231118 Z00165690571-87839265xiayingying@nawaa.com 11➢➢➢➢ 222••11•10• 33/--CPISep-23Aug-23Oct-23Sep-23Aug-23Oct-23Sep-23Aug-2310-93.23.73.70.00.40.6-0.40-0.403.33.74.30.300.200.200.100.012.12.430.300.100.200.200.024.24.860.20-0.400.500.600.010.40.200.700.500.800.200.00-0.4-0.20.30.300.10-0.400.200.003.344.8-0.100.00-0.20-0.100.003.64.24.50.300.300.200.000.005.466.50.400.400.300.000.00-4.5-0.5-3.6-2.501.505.60-4.00-0.29-6.22.2-4.2-4.902.3010.50-7.20-0.28-21.4-5.1-14.8-0.808.509.10-9.30-0.01-5.62.7-3.7-4.902.2010.70-7.10-0.26-5.33-3.3-5.002.1010.60-7.10-0.26-2.3-3.3-2.70.500.600.20-0.100.002.42.62.10.301.300.20-1.00-0.03-15.8-19.9-16.51.20-1.900.103.100.0244.14.30.200.300.30-0.10-0.080.100.2-0.10-0.40-0.100.300.062.62.33.10.10-0.800.200.900.021.92.52.9-0.100.300.30-0.40-0.02-7.1-8-6.6-0.80-2.50-1.201.700.054.74.24.50.40-0.300.600.700.013.74.23.70.200.800.00-0.600.007.25.65.61.900.200.601.700.015.55.75.90.300.600.40-0.30-0.176.77.27.30.300.600.30-0.30-0.107.27.47.80.500.500.500.000.006.87.17.30.400.600.40-0.20-0.05-2-2.6-2.10.300.300.100.000.009.29.110.30.800.702.000.100.019.610.2120.200.201.100.000.0019.218.919.11.901.302.400.600.02-13.2-13.4-13.3-0.900.304.90-1.20-0.013.23.73.60.000.400.70-0.40-0.351.521.9-0.100.300.80-0.40-0.2611.61.3-0.200.301.00-0.50-0.262.0481.9542.2410.100.100.300.000.002.82.83.20.200.200.400.000.0044.14.30.230.320.28-0.090.003.64.24.10.000.400.70-0.40-0.373.94.14.30.200.300.30-0.10-0.095.15.25.40.300.600.40-0.30-0.1832.83.10.300.600.50-0.30-0.085.96.16.30.400.600.40-0.20-0.119MoM(%)YoY(%) 43/--CPICPICPICPICPI 54 65◼––6 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）473.440.4415.27黄金TD价格（元/克）470.920.2914.66沪金期货主力成交量（手）157391-6.20178.75黄金期货库存（千克）2829.000.32-15.27沪银期货主力价格（元/克）59122.3010.24白银TD价格（元/克）58902.4210.36沪银期货主力成交量（手）109282329.54120.65白银期货库存（吨）1036-8.49-51.82 123◼––◼––◼––◼––--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