长江证券：“反内卷”推升大宗价格的预期似有降温，但后续举措及其影响仍难被证伪

| | | | | 中国经济月度前瞻 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 8月(预测) 7月(预测) | | | 6月 | 5月 | 4月 | | 内霊 | 工业 | | + 6.5 | 6.7 | + | 6.8 | 5.8 | 6.1 | | | 投资 | 2. 5 | + | 2. 6 | → | 2.8 | 3.7 | 4. 0 | | | 消费 | | 4.4 - | 4.4 | → | 4.8 | 6.4 | 5.1 | | 外需 | 대 디 | 5.5 | + | 5.8 | - | 5.9 | 4.7 | 8.1 | | | 进口 | 0. 8 | l | 0.8 | - | 1.1 | -3.4 | -0. 3 | | 价格 | CPI | | -0.4 ↓ | -0.2 | T | 0.1 | -0. 1 | -0. 1 | | | PPI | | -2.6 ↑ | -3.3 ↑ | | -3.6 | -3.3 | -2.7 | | 货币 | M2 | | 8.2 - | 8.2 ...