− 330 2024 0571-87839265 Z0016569 xiayingying@nawaa.com 24 2 PCE 24 24 24 2 • • 24 • • • 24 • 24 • 2PCE +2.5% +0.3% +0.4% 2 PCE +2.8% +0.3% – – 4 – – – – – – – – 资料来源:Bloomberg南华研究 – – – – – – – – 1. 2. 3. 4. 531.30 3.67 29.36 529.50 3.61 28.92 324507 27.83 474.73 3105.00 1.97 -7.01 6471 2.45 20.66 6454 2.43 20.93 797370 -14.51 60.99 1034 -2.06 -51.95 – – – – – – – – --SPDR ETF -- ETF -- CFTC -- CFTC – – SHFESGX COMEX 1. 2. 3. 4. – – – – – – – – CRB – – 1. 2. 3. 4. 1 1. 2. 3. 4. – – – – – – – – / / / / – – – – – – – – / /CRB /VIX / 136 310008 4008888910 www.nanhua.net 603093