交易员将密切关注周一晚些时候的美联储官员讲话。美联储理事克里斯托弗·沃勒、克利夫兰联储主席 贝斯·哈马克、圣路易斯联储主席阿尔贝托·穆萨莱姆、纽约联储主席约翰·威廉姆斯和亚特兰大联储主席 拉斐尔·博斯蒂克将发表讲话。美联储官员的任何鹰派言论可能提振美元（USD），从而对以美元计价 的商品价格构成压力。 沪金主力盘内高位震荡，周一（9月29日）黄金期货开盘价857.70元/克，截至目前最高867.00元/克，最 低855.56元/克。截止发稿报866.52元/克，涨幅1.35%，成交量为333591手，持仓为263220手，日持仓减 少1085手。 上海期货交易所黄金期货仓单日报(单位：千克) | | 期货 | 增减 | | --- | --- | --- | | 上期所指定交割金库 | 68628 | 2802 | 上海期货交易所指定交割仓库期货（9月29日）仓单日报显示，黄金期货总计68628千克，今日仓单较上 一日增加2802千克。 ...

地区 仓库 期货 增减 上海 中储吴淞 144657 0 外运华东虹桥 189230 0 中工美供应链 526112 27818 合计 859999 27818 广东 深圳威豹 329649 3564 总计 1189648 31382 【基本面消息】 上海期货交易所指定交割仓库期货9月29日仓单日报显示，白银期货总计1189648千克，今日仓单较上一 日增加31382千克。 沪银主力短线维持震荡上涨格局，今日白银期货开盘报10651元/千克，最高触及11008元/千克，最低触 及10645元/千克，截止收盘报10939元/千克，上涨3.92%。 环比维度，整体PCE与核心PCE分别上涨0.3%和0.2%，数据整体呈现"温和通胀"特征。独立金属交易员 泰·王分析指出："月度PCE数据符合预期，仅个人收入与支出数据略高于预期0.1个百分点，这一数据不 会阻碍美联储在10月会议上继续实施谨慎降息。"根据芝商所（CME）美联储观察工具，当前市场对10 月降息的定价概率已回升至88%，12月再次降息的概率亦达65%，政策宽松预期持续为银价提供支撑。 周一晚些时候，多位美联储核心官员将发表公开讲话，包括美联储理事克里斯托 ...

Core Viewpoint - Federal Reserve Governor Waller's sudden support for a rate cut in July has sparked speculation about his potential candidacy for the position of "shadow chairman" of the Federal Reserve [1] Group 1 - Waller is seen as a dark horse candidate for the Federal Reserve chair position next year, as noted by Nick Timiraos, who is referred to as the "voice of the Federal Reserve" [1] - Waller's assertion that "inflation is not the most pressing concern at the moment" is viewed as a strategic move, especially as tariff impacts become more apparent [1] - Unlike other potential candidates, Waller has not consistently maintained hawkish rhetoric over the past decade, which aligns well with a president who favors dovish policies [1] Group 2 - Waller does not carry the burden of "two misjudgments on inflation" that the current chair does, which may benefit his candidacy [1]

Group 1: Gold Market - Recent statements from Iranian leadership suggest that nuclear negotiations with the U.S. are unlikely to succeed, increasing geopolitical tensions and risk aversion in the market [2] - U.S. Federal Reserve officials have adopted a hawkish stance, with Atlanta Fed President Bostic indicating a preference for only one rate cut this year, which may exert downward pressure on gold prices [2] - Technical analysis shows that gold prices are testing the 20-day moving average, with resistance at $3324 and support at $3252 [2] Group 2: Oil Market - The U.S.-Iran negotiations have turned negative, with Iranian leadership asserting that talks will not yield results, which diminishes the likelihood of sanctions being lifted and supports higher oil prices [4] - Recent API data indicates an increase in U.S. crude oil inventories by 2.499 million barrels, contrary to market expectations of a decrease, which is bearish for oil prices [4] - Technical indicators suggest that oil prices are currently in a consolidation phase, with resistance at $64.84 and support at $62 [4] Group 3: Copper Market - The copper market is experiencing a period of consolidation, with potential for continuation of this trend [6] - Technical analysis indicates that the price is facing resistance at $4.65 and support at $4.50 [6] Group 4: Nikkei 225 - The Nikkei 225 index has shown signs of stabilization after a recent decline, with the potential for upward movement if it finds support at the 20-day moving average [7] - Key support level to watch is at 37310 [7]