俄罗斯至9月11日当周央行黄金和外汇储备 7582亿美元，前值7535亿美元。

China International Capital Co (CICC) says the Fed is more likely to pause than hike, leaving markets positioned like long-call bets on uncertain upside. Using a static model of US Treasury yields and the dollar, CICC estimates gold support around $4,200–$4,500. Unless the Fed delivers consecutive hikes, downside pressure on gold is relatively contained; meaningful upside, however, requires a broader narrative. A Fed pause could feed narratives of lost confidence and de‑dollarization, while hikes would weaken that storyline, so upside is larger under no-hike scenarios and dependent on further narrative catalysts.

费城半导体指数势将连续第三个交易日上涨，最新涨幅为2.9%。