本文来自格隆汇专栏：申万宏源宏观 作者：赵伟、屠强摘要事件：11月9日，国家统计局公布10月通胀数据，CPI同比0.2%、前值-0.3%、预期-0.1%、环比0.2%；PPI同比-2.1%、前值-2.3%、预期-2.3%、环比0.1%。核心观点：10月通胀回升受反内卷的影响有限，更多是其他因素的拉动。因素一：10月反内卷推动煤价上涨但对中下游PPI提振较小，且受反内卷影响较小的铜价涨幅更大。10月...
Source Link本文来自格隆汇专栏：申万宏源宏观 作者：赵伟、屠强摘要事件：11月9日，国家统计局公布10月通胀数据，CPI同比0.2%、前值-0.3%、预期-0.1%、环比0.2%；PPI同比-2.1%、前值-2.3%、预期-2.3%、环比0.1%。核心观点：10月通胀回升受反内卷的影响有限，更多是其他因素的拉动。因素一：10月反内卷推动煤价上涨但对中下游PPI提振较小，且受反内卷影响较小的铜价涨幅更大。10月...
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