近期的商品涨价行情对A股有何影响?近期市场交易的涨价行情,其背后逻辑是对于明年顺周期大年的抢跑。国内方面,逢6逢1的年份都是PPI上行之年,主要由于党代会召开与五年规划的落地;美国方面,经济政策与选举高度相关,中期选举之年往往工业金属价格见到高点。因此中国五年周期和美国四年周期形成叠加,2026年将会形成20年一遇之中美共振之年。近期来看,涨价品类主要集中在煤炭、有色、部分化工品、新能源和光伏产业...
Source Link近期的商品涨价行情对A股有何影响?近期市场交易的涨价行情,其背后逻辑是对于明年顺周期大年的抢跑。国内方面,逢6逢1的年份都是PPI上行之年,主要由于党代会召开与五年规划的落地;美国方面,经济政策与选举高度相关,中期选举之年往往工业金属价格见到高点。因此中国五年周期和美国四年周期形成叠加,2026年将会形成20年一遇之中美共振之年。近期来看,涨价品类主要集中在煤炭、有色、部分化工品、新能源和光伏产业...
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