国泰君安：CPI后续不改趋势 8月见顶逐季走低
国泰君安指出，“洪水+疫情”，猪肉短期供不应求，驱动CPI短期小幅回升。CPI后续不改趋势，8月见顶，逐季走低，年底近零，未来一年通胀无忧，不会触发货币政策转向。
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