🔥避险溢价削弱，美元回落黄金企稳🔥
供给中断和通胀担忧在消息面更新后有所缓和，美元指数周一接连失守 99 和 98.5，几乎回吐中东军事冲突爆发以来的全部涨幅。如果回撤延续，下方关注 98和 97.2 附近。
黄金（XAUUSD）自$4,660 反弹，上看$4,800 和$4,850-4,900，下看$4,550 和$4,400。
地缘避险溢价回落让美元和黄金的走势出现反转，但冲突对通胀和需求已经造成的冲击不容忽视。美元回撤后或有支撑，而黄金突破性走势还需更强催化剂。
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