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下周重点关注:A股开门红、中国M2、拉加德讲话、三大原油市场报告、美国CPI ①多家券商机构研报认为,随着美联储加息/缩表预期逐步趋于稳定,叠加财报季业绩趋于明朗,海外市场在春节期间明显企稳,对A股的牵制减少,而节前风险集中过度释放,情绪底也已出现,A股市场或将迎来开门红。 ②中国M2将于下周不定时公布,国金策略认为,1月下旬以来信贷明显回暖有望打消市场对信贷疲软的忧虑,2月中旬披露的1月金融数据有望延续开门红趋势,宽信用环境将逐步得到验证,这或将助推A股情绪回升。 ③欧洲央行行长拉加德将于明日讲话,这周其不再排除年内加息可能,使得欧央行开始准备进入加息周期,周日管委诺特表示最早可能在四季度加息,且连续加息,因欧元区通胀年率意外升至5.1%,远远高于欧央行的通胀目标。 ④下周,三大油市报告料给予更多关于油市供需方面的线索,不过还需关注美国严寒天气对得州炼厂生产的影响,EIA原油库存或因此大增;此外,伊核谈判已进入最后阶段,美国解除部分对伊制裁意味着谈判或将更快取得进展。 ⑤下周四美国CPI年率可能

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