推薦產(chǎn)品
2-hydroxy-2-(pyrrolidin-2-yl)aceticacid 5-hydroxy-3,3-dimethyldihydrofuran-2(3H)-one methyl3-oxo-4-m-tolylbutanoate ethyl3-oxo-4-o-tolylbutanoate methyl2,4-dioxopentanoate 1H-pyrazolo[3,4-b]pyridine-3-carboxylicacid 5-(2,2,2-trifluoroethoxy)picolinicacid 2,3-dihydroxyterephthalicacid 4-(tert-butoxycarbonyl)morpholine-2-carboxylicacid 2-(4-fluorobenzyloxy)aceticacid 2-(2-fluorocyclohexyloxy)aceticacid 2-(tetrahydro-2H-pyran-4-yloxy)aceticacid 2-(pyridin-4-ylmethoxy)aceticacid 2-(cyclopentyloxy)aceticacid 2-(pyrazin-2-ylmethoxy)aceticacid 2-((4-(trifluoromethyl)pyridin-3-yl)methoxy)aceticacid 2-(pyridazin-3-yloxy)aceticacid 2-(pyridin-2-ylamino)aceticacid 2-(1H-pyrrolo[3,2-b]pyridin-3-yl)aceticacid 2-(1H-pyrrolo[2,3-c]pyridin-3-yl)aceticacid 2-(2-methyl-1H-imidazol-1-yl)aceticacid 2-(1H-indol-3-yl)propanoicacid 2-(1H-indol-1-yl)aceticacid 2-(1H-1,2,3-triazol-1-yl)aceticacid 2-(1H-benzo[d][1,2,3]triazol-1-yl)aceticacid ethyl2-bromo-2-phenylacetate ethyl2-bromo-2-(2-bromophenyl)acetate 1-(tert-butoxycarbonyl)azetidine-3-carboxylicacid 1-(benzyloxycarbonyl)pyrrolidine-3-carboxylicacid 1-tert-butyl3-methylazetidine-1,3-dicarboxylate 2-methylpyrido[2,3-b]pyrazin-3(4H)-one isothiazol-4-aminehydrochloride tert-butyl2-oxa-7-azaspiro[3.5]nonane-7-carboxylate 2-oxa-7-azaspiro[3.5]nonane 4-hydrazinylpyridin-2(1H)-one (7H-pyrrolo[2,3-d]pyrimidin-4-yl)methanaminehydrochloride 1-cyclopropylpiperazine 7-oxa-2-azaspiro[3.5]nonanehydrochloride 4,4-difluorocyclohexanaminehydrochloride 4-(1,3,4-oxadiazol-2-yl)aniline 4-(1,2,4-oxadiazol-3-yl)aniline 3,4-dihydro-2H-benzo[b][1,4]oxazine 3-(1-methyl-1H-pyrazol-4-yl)aniline piperazin-2-one methylpyrrolidine-3-carboxylate 2-(8-fluoronaphthalen-2-yl)-4,4,5,5-tetramethyl-1,3,2-dioxaborolane 6-(dimethylamino)-4-methylpyridin-3-ylboronicacid 3-bromo-7-chloro-5-methyl-1H-pyrazolo[4,3-b]pyridine 7-chloro-5-methyl-1H-pyrazolo[4,3-b]pyridine 5-bromo-3,3-dimethylindolin-2-one 市場行情 13日公布的中美CPI數(shù)據(jù)，雙雙不及預(yù)期。中國4月CPI同比上漲1.8%，重回1字頭時(shí)代。統(tǒng)計(jì)局將漲幅回落解讀為，豬肉價(jià)格同比下降16.1%，影響CPI下降約0.43個(gè)百分點(diǎn)
總體來看，2018年全年CPI同比有望維持在中樞2%附近，并不存在通脹壓力導(dǎo)致央行貨幣政策收緊的可能性。美國方面，繼令人失望的PPI數(shù)據(jù)之后，4月CPI數(shù)據(jù)繼續(xù)不及預(yù)期。數(shù)據(jù)公布后，10年期美債收益率回落，美元兌日元快速走低。近期中國各地頻繁爆發(fā)債務(wù)違約事件，使得投資者對信用風(fēng)險(xiǎn)的擔(dān)憂日益加劇。剛兌打破，金融監(jiān)管趨嚴(yán)，令債市的信貸利差在本周接近兩年高位，后續(xù)信用風(fēng)險(xiǎn)仍然不可小覷。
13日LME公布的數(shù)據(jù)顯示倫銅庫存大減7950噸，至3月27日以來LME庫存累積下降近10萬噸。庫存大幅下降，這是否代表是境外消費(fèi)旺盛呢？歐美PMI指數(shù)均在2月份觸及頂點(diǎn)，隨后拐頭向下，境外各項(xiàng)宏觀數(shù)據(jù)表明歐美消費(fèi)并未超預(yù)期的好。
觀察倫銅歷史庫存數(shù)據(jù)可以發(fā)現(xiàn)，2016年下半年以來庫存頻繁出現(xiàn)暴漲暴跌現(xiàn)象，交倉行為所導(dǎo)致的庫存異常變化多達(dá)7次。隨著市場逐漸熟悉大玩家的交倉行為，后幾次庫存異常變化所帶來的銅價(jià)變化也不再持久。本次庫存大幅下降或?qū)⒅匮輾v史進(jìn)程，未來某個(gè)時(shí)間點(diǎn)，尤其是宏觀數(shù)據(jù)不好時(shí)，庫存可能再次暴漲，需要重點(diǎn)關(guān)注。
