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【0715开盘必听】中美巨大分歧,审美南辕北辙

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美联储7月议息会议加息多少?

这是最近投资者最关心的话题之一。

受汽油等能源价格上涨影响,美国6月PPI同比增速意外上升,并且逼近历史高位。结合此前发布的CPI数据,通货膨胀的压力越来越大,市场认为,美联储7月加息100个基点的概率增加至90%。

全球经济衰退担忧席卷市场,全球在炒衰退预期,导致海外市场血流不止,但我们还是在炒题材。

在昨日的盘面中,储能、光伏板块掀涨停潮,我们看好这些板块,看好的是什么?

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【0715开盘必听】中美巨大分歧,审美南辕北辙

张晓峰|财经随心说

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