EPISODE · Aug 8, 2026 · 7 MIN
260808-非农爆冷,加息预期退潮,大涨2%
from 蘸糖金闻-黄金追踪分析 · host Monica.D.S
非农爆冷是本轮行情的核心驱动：就业降温→加息预期退潮→实际利率下行预期→金价突破4300美元。中国央行连续21个月增持与地缘风险构成中期支撑，国内金价周一存在补涨空间。 操作主线：925-947元/克回踩分批建仓；965-991元/克冲高兑现部分利润；8月12日CPI是短期方向的分水岭——数据温和则坚定持有看中期1034元/克，数据超预期则回踩915-936元/克区间承接而非割肉。纪律上：不追高、不重仓单一方向、严格执行止损。
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260808-非农爆冷,加息预期退潮,大涨2%
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