文:华创证券研究所副所长 、首席宏观分析师 张瑜(执业证号:S0360518090001)联系人:付春生(18482259975)报告摘要10月物价数据继续改善,且超预期1、物价继续改善,并且读数明显好于预期。CPI同比从-0.3%转正至0.2%,预期-0.1%;核心CPI同比回升至1.2%,剔除春节错位影响,是2022年以来高点;PPI同比从-2.3%收窄至-2.1%,预期-2.3%。假设地产业...
Source Link文:华创证券研究所副所长 、首席宏观分析师 张瑜(执业证号:S0360518090001)联系人:付春生(18482259975)报告摘要10月物价数据继续改善,且超预期1、物价继续改善,并且读数明显好于预期。CPI同比从-0.3%转正至0.2%,预期-0.1%;核心CPI同比回升至1.2%,剔除春节错位影响,是2022年以来高点;PPI同比从-2.3%收窄至-2.1%,预期-2.3%。假设地产业...
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