AI智能总结
20232022202020242024 20232023 202320223.5%20233.0%1.5%4.0% 20203.7%2023276.0%2000OECD4.6%2.3% 2023IMF20245.8%20231202312CPI3.4%CPI3.9%202338HICP18.6%2.9%CPI110.1%4.0% WTO20230.8%41.7%0.2% 41005.25%~5.50%2023746175202310202392023 GDP20202023 2023 2023103.79%4.98% 102.44%3.03%100.49%0.96%20231020232023 2023MSCI19.9%43.4%50024.2%13.7%22528.2% 2023100787.310321503.5%5.7%7.85%10.6%2.0%0.4%27.6%57.2% 202381.5/77.8/372.0/+98.0/COMEX12282 075.7/CBOT30.0%19.3%13.2%LME2.9%3.2%15.0%1.5% 2024 CPI20242%20242024 10202410 20232024 2023GDP1265.2%5%2.2GDP4.1%2023GDP4.5%6.3%4.9%5.2%4.7%3.3%4.4%4.0% 47.157.2%5.8%20.4%20% 202350.303.0%6.5%5.9%2.9 20235.94 20235.2%0.41 2441 2004.3% 20231.1%20232022202320221.04.6% 2023 2023202345.35a201012M2023146.59 2023AA59 3 418.9512212 90020233.70%13.54%19.41% 2022202326.7256.77.05107.3117.1 68 828/1.76%7 984/99 346/19.54%9524763/1271 054.5/38.2%2023550720~820/762.9/20223.6%25 202420232024 PSL 2023 2023 20231012.93%2.9%31082.54%8102.7%31 2023AAA15 20232023102.721.49%128101.04824102.8832 2023R00158BP1.83%7R00754BP2.25%DR00137BP1.65%7DR00745BP1.91%33 Wind202345.3510.50%a3426.997.92% 202324.48%22.03%20.56%10.67%8.50%86.24%35 Wind2023140.9810.32%36 202376.25%28.76%1.4626.41%0.0321.08%1.0537 202340.5416.23%37.2310.43%29.7116.12%11.416.66%9.414.78%38 20233.4419.63%2.262.21%2.134.90% 200320232.82a38.15% Wind2023351.214.50%2 131.719.53% 1 638.8122.13%310202.8612.95%1 409.4622.93%26.4968.59% 105.5852.08%68.7912.76 13.0733.93%6.29%6.45%35.40%28.15%6.66%6.01%17.23%52.75%32 465.07%234.39%186.55%111.82%52.61%25.63%2124 20231 404.2323.05%2023311 85.01%23%~33%33 202326.4968.59%312 302023430 303030 202310202313 8858 8735 012 2023220 2023 20234 REITsETF20237 20236 202316REITs 2023812 20233 202346 202366 6 202312 2023620218 2023 20231 20234 20239 202320231 5002023 30 2023122837 20232023 2023ICMA ESGESGESG2023ESGIFF 202330CMUMOX2023MOX 20231 1243.6720230.283.1486%2.290.7973%25% 26 ESG ESG 20231 202311.141.414.4%10.821 890.1619118212357108 202310.821.3614.38% 4.290.1350512 444.44 039.148.05%311 491.426.16%30503 68020 0.55%41 2.25%9BP28639118212591182124BP31BP 19BP 37103050305016BP18BP42 20239 018912 1431 1201 150 20231 89019011.2%35940950 20221020231640% 2023LPR3537BP33.00%2.63%53.12%2.75%44 2023500300 202369.531 89027.184089.87%45 202330.034.1616.1%28.627 26927.587 58910 074 202328.624.1216.82%202319.1469.4%2.298.3%46 20237.170.38312.8945%104.0814.2%47 20237 2693434.96%27.834092.96%48 2023586.8960.9111.6%20237.311.8132.9%1.0529.6%202349 202368.8513.492.510.17 2023202368.8015.1028.12%410 202320232.590.47~10107.812.411~32.541.625~71.55411 75.154.6%19.3934.8%44.9732.7%10.7731.5%8.456.1%2 420.402.8% 2023515.9993.1422.03%513.492.577.1% R01DR03D471.7291.87%41282.1%R01DR03DR07D2.2790.87%413 2023877.914419.62%4145811.0692.4%2023536 400 20231.2431.2%415 2023M10212.93%381082.54%8112.71%112.56%2841416101417 110301.73BP28BP36.83BP10171BP1225BP301037BP27BP 2023a2.05%418 20235.05%3.44% DVP 2023 20239.3426.74%4.664.680.73.962.652.032023 92023101.4121 955.8751 12.40.87.415.20.50.320231520309.53%11.62%12.96%5.38%3.98%0.86%571017.03%17.97%24.51%5.81%1.45%1.12%52 20232.90%12BP2.80%2.96%5202313.6BP515.8BP28BP 2023 2023a33.429 0002 4006 9002.2365.2% 202340.7416.19%15.8724.8740.570.16 20239.10.66.310.91028.2969.79%532026202820303.563.933.7054 33.2181.87%2.255.55%1.724.25%1.513.71%1.092.68%55 202313.0120228.894.1246.34% 202313.073.4635.94%12.763 098.1112.7635.46%69.8725.25%14565 034.826.67% 202334%202229%51048.36%7~1038.13%5~722.93%57 20235.855.7190.59%140.510.11%581 018.94%211.93% 14.85%18.81%59 2023186.4429.08%2357201.2821.77%2023 2023710202251051 2023101511 2023a2.12%512 20235.40%4.14% 2023 20235.88 20235.882.2538.27%1.4825.17%2.1536.56%61 20221.36% 2023135101101.131.7619.22%29.43%6162 2023202357.29%31.85%63 202330203.29%10.332023190160102.75%3.8230203.11%6.49 202320235022.37%4.5320233022.41%3.564032.50%3.07 2023140103.04%4.12202310 20239050102.88%6.844032.37%6.41 202324.421.08%6422.705.93% 202322.7092.96%1.606.55%0.120.49%62 20231~36.2727.63%7~103~54.61 4.0320.32%17.76%65 202313.007.2357.29%31.85%0.793.47%0.662.92%0.542.36%66 202310.0363 20230.790.068.22%6721.80% 2023856.7921.16%105.586.66%739.5222.90%11.6980.80% 2023105.586.66%96.08%52.08% 20234.260.14.650.01107.4171.8924.3250.87%34.04%11.51% 2023737.3123.01%97.42%52.51%2.212.24%42.22% 62.22%317.40%22.32%109.27% 202311.6980.80% 20231741.75%27.46%789.04% 2023M6422BP1238811126861061211069611613 2023a1.03% 20234.30%3.30%614 2023 202371320237 39970% 7 a202312.838.3% 20234.1114.15%10.36%1.6644.49%8.47%71 3.0674.52%1.0525.48%1.3232.20%1.1127.07%1.6740.73%72 202273 202331.7943.56%1100.630.6215.33%15.10%74 20232.441.45%1.329.39%1.116.56%0.340.260.0650.34%75AAA90% 50.22%49.78%0.7769.41%76 20231.6739.55%1.500.880.160.4689.54%35.13%0.116.70%399.64%630.253.76%7.18%77305133 202312.8314.88%16.09%78 10.415.15%2.4413.73%9.3