經(jīng)濟有韌性，市場不悲觀

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1、投資策略報告P經(jīng)濟有韌性，市場不悲觀中報預(yù)披露說了啥？2目錄一、8月數(shù)據(jù)呈金融經(jīng)濟分化，金融強，需求落........................................................................4二、滯漲擔(dān)憂過于悲觀，經(jīng)濟數(shù)據(jù)下滑僅僅是短期擾動...........................................................7三、市場回顧：上證50疲弱，中小創(chuàng)反彈動力強...........................................

2、........................14四、展望后市，金融地產(chǎn)與周期股繼續(xù)輪動.............................................................................14請務(wù)必閱讀正文之后的免責(zé)條款部分守正出奇寧靜致遠投資策略報告P經(jīng)濟有韌性，市場不悲觀3圖表目錄圖表1：固投下滑..............................................................................................

3、.......................................5圖表2：民企固投似已見底.....................................................................................................................5圖表3：通脹食品項反彈已現(xiàn)..................................................................................錯誤!未定義書簽

4、。圖表4：PPI持續(xù)高位，并向食品項擴散................................................................錯誤!未定義書簽。圖表5：下游價格走出通縮.....................................................................................................................6圖表6：金融數(shù)據(jù)走強........................................

5、....................................................................................6圖表7：工業(yè)增加值疲弱主要由供給收縮引致......................................................................................7圖表8：供給收縮主導(dǎo)供需缺口(注意采礦業(yè)為負)..........................................................

6、.....................7圖表9：煤炭開采洗選業(yè)資產(chǎn)負債率下行.............................................................................................8圖表10：有色金屬資產(chǎn)負債表修復(fù).......................................................................................................8圖表11：化學(xué)原料制造業(yè)資產(chǎn)負債率..

7、.................................................................................................8圖表12：上游中游資產(chǎn)負債率下降.......................................................................................................8圖表13：氧化鐠氧化釹價格..........................................

8、.........................................................................9圖表14：銅庫存價格.....