通缩深水区的投资信号

渐近投研
Aug 11

周六早上统计局公布了7月份的CPI和PPI数据,让我们来看一下这两个数据的情况。7月CPI同比持平,环比上涨0.40%,而上个月为环比下降0.10%。PPI同比下降3.60%,环比下降0.20%,而上个月为同比下降3.60%。7月的CPI同比涨幅回落,环比上涨,和往年同期水平并未有显著差异。从结构上来看,拖累CPI的主要是食品类尤其是生鲜食品类的价格,拉动CPI的主要是工业消费品以及服务项价格。从...

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