CGI每周研报精选 | 2025年8月通胀数据点评;美国通胀未退,风险仍在积累;迈向碳达峰的“十五五”;当前行情下的港股操作策略

中金研究院
Sep 15

宏观专栏- 物价的三个关注点——2025年8月通胀数据点评报告认为,8月CPI同比转负至-0.4%,食品分项是主要拖累,部分受去年高基数影响。核心CPI同比继续回升至0.9%,金铂饰品和服务价格走高是重要支撑因素,耐用消费品价格持续改善。“反内卷”推动PPI环比结束下行态势,PPI同比跌幅收窄至-2.9%。- 通胀未退,风险仍在积累报告认为,美国8月通胀数据并不温和,但由于就业数据持续走弱,美联储...

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