南华股指期货周度报告绕不开的流动性预期

11 10 2023 A A A A Z0015429 wangmengying@nawaa.com 0571-81727107 10 7.3 A 10CPI A A 2 A A 1. 1.1USDCNY&USDCNH bias bias 2.50% 2.00% 1.50% 1.00% 0.50% 0.00% -0.50% A 1.1 7.3 A 2023-06-292023-07-292023-08-292023-09-292023-10-29 ifind A A AIGC A AIGC AIGC 10 AIGC A 1.2 V.S.AIGC A A AIGC 10.00% 5.00% 0.00% -5.00% -10.00% -15.00% A 23-0923-0923-0923-1023-1023-1023-1023-1023-11 Wind 2. 10 2.1 1000/ 50 2.70 2.65 2.60 2.55 2.50 2.45 2.40 2.35 2.30 2.25 2.20 2023-06-212023-07-212023-08-212023-09-212023-10-21 ifind 8 2.2IM IM IMIM 252,000.00 (MA20, 0.00% 202,000.00 152,000.00 102,000.00 52,000.00 -0.10% -0.20% -0.30% -0.40% -0.50% -0.60% ifind 2,000.00-0.70% 10 2.3CPI 10.00 8.00 6.00 4.00 2.00 0.00 -2.00 ifind 2015-08 2015-12 2016-04 2016-08 CPI: 2016-12 2017-04 2017-08 % : 2017-12 2018-04 2018-08 2018-12 2019-04 2019-08 CPI: 2019-12 2020-04 2020-08 2020-12 : 2021-04 2021-08 2021-12 2023 2022-04 2022-08 11 2022-12 2023-04 10 4 2023-08 20231110 / 136 310008 4008888910 www.nanhua.net 603093