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境外AI退潮与境外商品的共振性

2025-02-26中粮期货苏***

AI智能总结

      -10%0%10%20%30%40%50%60%70%05001000150020002500300035002010201120122013201420152016201720182019202020212022202320242025E
            02040600501002001200520092013201720215000%2%4%6%2000200420082012201620202024/M2
        -20%0%20%40%60%-50%0%50%100%150%1999-011999-072000-012000-072001-012001-07CRB

3500 3000 2500 2000 1500 1000 500 0 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 70% 60% 50% 40% 30% 20% 10% 0% -10% 2025E 500 /M2 100606% 404% 50 202% 0 200120052009201320172021 00% 2000200420082012201620202024 CRB 150% 100% 50% 0% 60% 40% 20% 0% -50% 1999-011999-072000-012000-072001-012001-07 -20%

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