2015826_艾瑞咨询_艾瑞投资周报2015年8月24-28日(10页).pdf
艾瑞投资周报 2015.8.24-8.28 艾瑞资产研究中心 A 8 PMI 47.1 09 3 48.2%50 50 1-7 19 1.88%7 1.16%PMI Markit PMI 52.9,7 PMI 53.8 8 8 PMI 54.1 53.8 8 PMI 51.9 A A 17.88 300 11.68 A A 8 PMI 艾瑞投资周报 2015.8.24-8.28 Wind 2-20%0%20%40%60%80%100%120%140%14/8/25 14/10/25 14/12/25 15/2/25 15/4/25 15/6/25 300 500 STOXX 50 225 1.1 8 PMI 47.1 09 3 48.2 50 50 PMI 1-7 1-7 6.1%2.3%1-7 Wind 8 PMI 47.1 50 Wind 3 354045505560Jan-05 Jan-07 Jan-09 Jan-11 Jan-13 Jan-15 PMI PMI PMI-60-40-20020406080100Feb-07 Feb-09 Feb-11 Feb-13 Feb-15%艾瑞投资周报 2015.8.24-8.28 1.2 19 1.88%7 1.16%2014 8 11 8 11 Wind Wind 4 1.002.003.004.005.006.007.0014/8/25 14/10/25 14/12/25 15/2/25 15/4/25 15/6/25-4.50%-15.80%-17.90%-17.96%-18.12%-18.95%-21.68%-22.56%-31.30%-50.49%-60%-50%-40%-30%-20%-10%0%:14 艾瑞投资周报 2015.8.24-8.28 1.3 PMI Markit PMI 52.9,7 PMI 53.8 8 8 PMI 54.1 53.8 8 PMI 51.9 5 Wind 43485358Jan-12 Jul-12 Jan-13 Jul-13 Jan-14 Jul-14 Jan-15 PMI 艾瑞投资周报 2015.8.24-8.28 1.4 A A 10%8 21 1.32 500 8 24 A 2014 17.88 300 11.68 A A 8 PMI PMI A Wind 6 01000200030004000500060000100002000030000400005000004/06/12 04/06/13 04/06/14 04/06/15 300 VS 300 0100020003000400050006000-2000-1500-1000-500050014/7/1 14/10/1 15/1/1 15/4/1 15/7/1 300 VS 300 艾瑞投资周报 2015.8.24-8.28 Wind 2015.8.24 Wind 7 79.18 51.91 27.02 17.88 13.35 11.68 020406080100120 A A 300 A 2014 15115616116617114/8/25 14/10/25 14/12/25 15/2/25 15/4/25 15/6/25 艾瑞投资周报 2015.8.24-8.28 8 PMI 47.1 A Wind Wind 8-30%-20%-10%0%10%20%30%15/1/1 15/2/1 15/3/1 15/4/1 15/5/1 15/6/1 15/7/1 15/8/1 IPE LME 0.01.02.03.04.05.014/1/2 14/5/2 14/9/2 15/1/2 15/5/2 10%艾瑞投资周报 2015.8.24-8.28 9“”Legal Statement This Report is prepared and provided by iResearch Investment Research Center of Shanghai iResearch Assets Management Co.,Ltd.(hereinafter,the“Company”).Any of reading and use of this Report shall be deemed as an unconditionally acceptance of any and all content contained herein.In no event shall the information or opinion contained or expressed herein constitute an investment opinion to anyone.In no event shall the Company be liable for any loss resulted from,or in connection with,the reliance on any content contained herein by any person.Information,opinions,and speculations contained herein are of judgment of the Company on the date of its issuance only.The Company may,from time to time,issue any report of which the information,opinions,and speculations are inconsistent with those contained herein.The Company makes no guarantee,expressed or implied,on the accuracy,reliance,or integrality of content contained herein.There are risks in market and investment shall be made with cautiousness.The information,materials,and conclusions contained herein are for reference by specific clients only and,in no event,shall constitute investment recommendations,without considering special investment objectives,financial standing,or needs of individual clients.This Report is of confidential and shall be communicated to specific clients only.Without written consent of the Company,no distribution hereof shall be made.No part hereof may be copied,duplicated,or reproduced in whatsoever form,or distributed to any other person,or otherwise used against the copyright of the Company.All trademarks,service marks,and marks contained herein are trademarks,service marks,and marks of the Company.艾瑞投资周报 2015.8.24-8.28