国盛策略：外资流入放缓，交易盘小幅撤离

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国盛策略：外资流入放缓，交易盘小幅撤离

尧望后势2021-06-16

核心观点一、总体配置：通胀扰动加剧，北上流入放缓通胀扰动加剧，市场情绪趋于谨慎。美国5月CPI同比高增5%，创近13年来最大同比增速，PPI同比增长6.6%，亦创近10年以来新高，通胀压力显著升温，而美联储反复强调通胀是暂时的并维持超宽松货币立场，一定程度上对冲了市场货币政策收紧的担忧，但高通胀叠加此前持续向好的制造业PMI和失业率数据使得投资者集中关注美联储的6月FOMC决议，博弈Taper...

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