巴巴
2025.01.20 12:10

恭喜發財$JD-SW(09618.HK)

LongPort - Dolphin Research
Dolphin Research

通胀风险暂歇,准备好过年红包行情?

通胀风险暂歇,准备好过年红包行情?由于 12 月份新增就业人口多、PMI 中也有物价走涨的趋势、川普中明显具有 “再通胀” 性质的政策主张,开年以来的市场几乎一直在交易明年经济二次通胀的预期。所以 12 月的 CPI 数据来得至关重要,还好物价数据没有吓到人。但这样是否接下来就继续奏乐了?我们来先看一下详细数据:一、CPI 是缓解了,但很难影响美联储降息决策 12 月核心 CPI 环 0.23%...

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