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华泰证券：本轮全球房价上涨周期或将持续到2022年后 _ 东方财富网

　　
虽然今年以来美国房价上行的关注度明显上行，但房价周期明显升温是全球现象，而美国的房价表现仅在“中上游” 回头看，本轮全球房价上行周期于2019年开启、2020年2季度短暂回落后快速拉升，呈现同步上行趋势，2020年涨幅均达到或逼近2007年的高点。2019年以来，随着全球主要经济体陆续开启降息周期，全球地产周期已处于上行通道，如美国、英国、欧洲大陆的房价同比增速均于2019年3季度触底回升。2020年2季度，全球主要经济体房价在疫情冲击下出现短暂回落，但随后快速拉升，且房价同比上涨速度远超疫情前的水平，达到或接近2008年全球金融危机前的高点(图表1)。截至2021年4月，美国平均房价指数同比上涨14.6%，超过2005年的高点14.4%，同期英国平均房价指数同比上涨8.9%，仅小幅低于2007年的高点10.8%；截至2020底，欧元区平均房价� ....

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华泰证券2021年下半年策略：进入赛点 择时致胜 _ 东方财富网

华泰证券2021年下半年策略：进入赛点择时致胜 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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华泰证券：通胀传导可控 宏观政策"被动"调整_财经评论(cjpl)股吧_东方财富网股吧

华泰证券：通胀传导可控宏观政策"被动"调整_财经评论(cjpl)股吧_东方财富网股吧
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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华泰证券：通胀与利率的平衡依然"脆弱" _ 东方财富网

华泰证券：通胀与利率的平衡依然"脆弱" _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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华泰证券：通胀传导可控 宏观政策"被动"调整 _ 东方财富网

华泰证券：通胀传导可控宏观政策"被动"调整 _ 东方财富网
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

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