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During Refinitiv Lipper’s fund-flows week ended 04/13/22, investors were overall net redeemers of fund assets for 2nd straight week, withdrawing a net $46.2b from market.
Interest rates have returned to the forefront in US markets. January’s inflation report spurred a major rally in Treasury yields that sent stocks reel
5月下旬以來，全國大部分地區水泥價格開啓持續下跌走勢，多個地區水泥價格累計下跌超100元/噸，部分地區更是接近200元/噸。7月末，國内水泥價格終於一掃頹勢，迎來一波漲價潮。按以往來看，7-8月是水泥行業的淡季，而今價格呈現回升態勢，再疊加下半年基建開工項目加快的預期，水泥行業能否淡季不淡？而行業龍頭海螺水泥（600585.SH；00914.HK），近期似乎觸底反彈，後續能否迎來一波主升浪？