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中信建投:PPI对股牛的信号_蜘蛛资讯网

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同趋势演绎,权益市场景气同步扩散,全面牛市特征更为显著。比较典型的案例是2005年-2007年,2014-2015年,2020-2021年的市场全面上涨。  其二,若有色价格反弹阶段性未能传导至整体PPI,A股牛市则呈现更强的结构性特征。  比较典型的案例是2013年的创业板牛市和2019年的“核心资产”牛市(消费和科技板块一骑绝尘)。  有色PPI对股票牛市启动之所以存在强信号,穿透到底层,是因

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