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CPI創年內新低 政策微調空間打開 @ 2011-12-12T07: Back Hot News
Keyword:經濟 通脹 新低
Concept:
受歐洲問題影響,且印度國內經濟增長放緩,高通脹和高赤字,印度2011年第三季度國內生產總值增速跌至兩年新低,印度盧比持續下滑。
中廣網北京12月9日消息據經濟之聲《央廣財經評論》報導,今天(9日)國家統計局公布的CPI和PPI雙降,11月CPI同比上漲4.2%創年內新低;11月PPI同比上漲2.7%,創23個月新低。光大銀行首席宏觀分析師盛宏清認為:CPI下降到比預期值低,通脹已不是主要宏觀風險,預計12月PPI為零或負,原因是實體經濟比預期下滑快,對產品需求下滑快,大宗商品期貨下滑已傳導到下游產品。經濟之聲特約評論員、申銀萬國證券研究所首席分析師桂浩明發表他的觀點,他認為CPI和PPI雙降,反映出我國經濟增長開始放慢速度。
滬指再創新低,這是不是真正的市場底?新低之後,A股能否絕地反擊?匯豐中國宏觀經濟分析師馬曉萍認為,目前通脹壓力與經濟增速雙雙下行,政策或由「抗通脹」轉向「保增長」;金元證券研究所所長沈彤認為,年內將有一波「快餐行情」,但反彈時間短,幅度小,投資者應淺嘗輒止;民生證券高級投資顧問葉志剛認為,最近中小板、創業板殺跌慘烈,未來金融股作為避險標的將繼續發揮資金避風港作用,看好低估值銀行股的估值修復機會。

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