Karon0917
2021-06-16

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国盛策略：外资流入放缓，交易盘小幅撤离

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
国盛策略：外资流入放缓，交易盘小幅撤离

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