【中金：后续通胀走势仍有赖于政策发力推动内需改善】中金公司研报表示，8月CPI环比上涨0.4%，同比由0.5%回升至0.8%，能源价格反弹是主要推动因素。PPI环比由下降0.7%转为上涨0.4%，同比由3.5%回升至3.8%，主要受原油、煤炭及有色金属价格上涨所带动。但在终端需求偏弱下，上游涨价向生活资料和终端消费品的传导相对有限，价格修复仍呈现明显的结构性特征。近期中东地缘局势反复，国际油价再度走高，我们认为，短期输入性通胀仍有粘性，但后续通胀走势仍有赖于政策发力推动内需改善。
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