文|杨帆 明明 玛西高娃 周成华 李想10月PPI同比跌幅进一步收窄至-2.1%,环比暨2024年9月后首度录得正增长,表现略超市场预期,反内卷受益型行业与有色系行业继续成为工业品价格中的核心贡献。反内卷品类方面,煤炭、水泥、光伏设备和元器件、锂离子电池的PPI回升表现较为亮眼。供给扰动延续背景下,有色系延续大涨态势,成为10月PPI超预期的重要驱动因素。进入四季度“低基数保护”消失后,...
Source Link文|杨帆 明明 玛西高娃 周成华 李想10月PPI同比跌幅进一步收窄至-2.1%,环比暨2024年9月后首度录得正增长,表现略超市场预期,反内卷受益型行业与有色系行业继续成为工业品价格中的核心贡献。反内卷品类方面,煤炭、水泥、光伏设备和元器件、锂离子电池的PPI回升表现较为亮眼。供给扰动延续背景下,有色系延续大涨态势,成为10月PPI超预期的重要驱动因素。进入四季度“低基数保护”消失后,...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.