热点与高频：国际油价下行可能延缓中国价格指数回归正常之路 大类资产周报第15期：金价大涨，定价因子“失灵”了吗？ 宏观策略评论：“先立后破”重在“慎破” 中小盘周观点：预计回调空间有限，静待下一个“奇迹时刻” 机构行为跟踪周报：保险增持长端现券 策略专题：回顾过去十年春季行情，看2024春季A股走向何方 每日市场观察 宏观和大类资产配置周报：2024关注内需 11月CPI、PPI数据点评：11月CPI、PPI同比降幅均扩大 国内高频指标跟踪（2023年第45期）

Yum Cha 饮茶 Chile: Growth likely started Q3 on a weak note N(V): In-line 1H14 NPAT; Capital improvement impressive Above expectations, thanks to disposal gain and lower tax charge Where will the next crisis come from? Moderate growth outlook next year, forecast downgraded Is the super tanker finally turning? We think so Lowering our forecasts for 2014 and 2015 Alpha Preferences A decent 1H result; core business fairly valued