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类滞胀周期确认，A股风格再切换？

Published: August 3, 2021

类滞胀周期确认，A股风格再切换？ 作者：管清友    责编：张健 今年经济增速前高后低，一季度顶点确认后，经济增长动能明显放缓，之前我们也多次提醒大家关注下半年的经济下行压力。果不其然，PMI连续四个月下滑，叠加疫情、汛情等多重因素影响，经济下行压力加速凸显。价格指数短暂回落后再次回升，持续高位运行，通胀压力依旧存在。经济增速放缓，物价高位运行，这是典型的滞胀特征，类滞胀周期正式开启。类滞胀周期是投资中最�...

Source: yicai.com

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