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Yuvi.
$GLD 黄金会先交易通胀还是实际利率？
美国11月10日公布10月CPI。价格意外升温可能增加避险买盘，也可能让实际利率走高，增加持有黄金的机会成本。若黄金在美元走强时仍守住涨幅，可观察是否有独立避险需求。若金价与实际利率持续反向，利率仍是主要驱动。
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