【中国银河】全球大类资产配置周观察：地缘冲突遇上降息预期，市场如何走？-250615（12页）.pdf

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3、德?德?NYMEX WTI?13.32%?ICE?13.10%?COMEX?3.17%?LME?2.14%?1.37%?CBOT?1.06%?COMEX?0.64%?CBOT?0.51%?0.47%?0.42%?225?0.25%?0.22%?德?100?0.14%?0.02%?0.25%?500?0.39%?SHFE?0.44%?LME?0.47%?0.52%?0.58%?0.60%?0.63%?DCE?0.71%?1.07%?10?德?1.07BP?1.08%?SENSEX30?1.30%?陡?1.32%?LME?1.48%?德 CAC40?1.54%?CBOT?2.12%?STOXX?2

4、.18%?德 DAX?3.24%?NYMEX?4.60%?10?德德?10.00BP?1?2025?6?9?2025?6?13?分?BP?分?%?Wind?-15-10-5051015NYMEX WTI?ICE?COMEX?LME?CBOT?COMEX?CBOT?225?德?100?500SHFE?LME?DCE?10?德?SENSEX30?LME?德CAC40CBOT?STOXX?德DAXNYMEX?10?德德?（%）（BP）?3?续?类?德 CPI?全?绪?危?德?劲?续?危?2?3?500?COMEX?Wind?Wind?续?类?危?德?危?德 CPI?危?OPEC+?7?分 41.1?

5、/?分?德?分?危?绪?危?-200-1000100200300-1001020302024-092024-102024-112024-122025-012025-022025-032025-042025-05?德?德?德?德?德?（吨）（吨）190024002900340039001020304050602023-12-292024-02-292024-04-302024-06-302024-08-312024-10-312024-12-312025-02-282025-04-30?500?(VIX)?(?):COMEX?（美元/盎司）?4?4?5?德 API?EIA?Wind?Wind?续

6、?德 5?CPI?冲?德?危?6?德 CPI?CPI?7?德 PPI?PPI?Wind?Wind?0501001502002503002025-01-012025-01-152025-01-292025-02-122025-02-262025-03-122025-03-262025-04-092025-04-232025-05-072025-05-212025-06-04?（1985-2019年=100）-600-400-20002004006002025-04-042025-04-112025-04-182025-04-252025-05-022025-05-092025-05-162025