华泰证券:能源及食品价格推升8月表观通胀

智通财经
Sep 10
【华泰证券:能源及食品价格推升8月表观通胀】华泰证券表示,往前看,近期中东局势扰动加剧,且美国抛储、库存消耗等“缓冲垫”逐步退坡,油价可能维持高位,输入性价格仍对PPI形成拉动;同时,物流扰动叠加极端气候推动今年全球粮食价格上涨,或对今年四季度国内食品价格回升形成支撑。

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