AC资本市场：穆迪降级美国政府，黄金、人民币反弹

周二凌晨，美国三大股指涨跌不一，其中道琼斯平均工业指数逆流而上，录得54.77点上涨（+0.16%）而纳斯达克和标普500指数则分别下跌0.22%和0.08%。值得注意的是，市场对穆迪将美国主权信用评级所下调一事，并未引发市场恐慌，股市和债市均表现稳健。

进入本交易日，市场的交易重点将集中在美国的10月通胀数据上。目前，大部分经济学家和市场分析师预计美国10月年化通胀率将从3.7%下降至3.3%，而核心通胀率将保持在4.1%。

USDCNH 1h

受上述两大因素影响，美元兑多个主要货币对在周一晚间出现平稳下跌，其中美元兑人民币（USDCNH）在上周小幅反弹后继续下行，但动能并不充沛。交易者应注意本交易日晚间的通胀数据，如果通胀数据符合或低于预期，那么美元或将承受更多下行动能，为人民币提供反击的机会。

XAUUSD 1h

大宗商品方面，以美元计价的黄金（XAUUSD）受到穆迪降级利好影响，在每盎司1,931美元位置出现反弹，目前在1,945附近企稳。同样，黄金在本交易日夜间的走势，将在很大程度上由美国通胀数据决定，而上方的1,950关口就显得格外重要。

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