本周景气度改善的方向主要在部分资源品、消费服务和信息技术领域。上游资源品中，金属价格多数上涨，水泥价格改善；中游制造领域，11月各类挖掘机、装载机销量三个月滚动同比增幅扩大。信息技术中，11月集成电路进口、出口同比增幅扩大，10月全球半导体销售额同比增幅扩大。消费服务领域，11月服装、鞋类CPI同比增幅扩大，中药材价格上涨。11月CPI同比增幅扩大，PPI降幅略有扩大，“反内卷”政策持续推动供给...
Source Link本周景气度改善的方向主要在部分资源品、消费服务和信息技术领域。上游资源品中，金属价格多数上涨，水泥价格改善；中游制造领域，11月各类挖掘机、装载机销量三个月滚动同比增幅扩大。信息技术中，11月集成电路进口、出口同比增幅扩大，10月全球半导体销售额同比增幅扩大。消费服务领域，11月服装、鞋类CPI同比增幅扩大，中药材价格上涨。11月CPI同比增幅扩大，PPI降幅略有扩大，“反内卷”政策持续推动供给...
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