本周主要关注点:本周地产销售大幅回暖,继续关注“金九银十”成色。商品方面,螺纹钢、水泥现货小幅上行,供需两端依旧偏弱,反内卷情绪继续升温,期货市场反应明显。本周受热门电影上映,票房明显上行,同时出行动能也高于季节性。本周猪肉价格下行,猪企生猪出栏量集中增长,短期市场供应过剩。上海个人住房房地产税优化:本周上海出台个人住房房产税优化措施,属于对“825 新政”进一步细化,明确免征范围,核心是取消户籍...
Source Link本周主要关注点:本周地产销售大幅回暖,继续关注“金九银十”成色。商品方面,螺纹钢、水泥现货小幅上行,供需两端依旧偏弱,反内卷情绪继续升温,期货市场反应明显。本周受热门电影上映,票房明显上行,同时出行动能也高于季节性。本周猪肉价格下行,猪企生猪出栏量集中增长,短期市场供应过剩。上海个人住房房地产税优化:本周上海出台个人住房房产税优化措施,属于对“825 新政”进一步细化,明确免征范围,核心是取消户籍...
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