当前市场运行格局由情绪主导，根本在于通胀判断与政策方向。9月份CPI数据可能将反复，这将导致货币政策放松预期落空，有可能再次打击市场热情。而从10月份开始，通胀可能开启显著下行之路，同时政策层面也有出台结构性 ... 通胀判断与投资策略选择
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