现在的通胀完全是供出现的通胀，就看月底了，中途应该老美会和欧佩克继续谈判，毕竟现在zg限电，产能会跟不上，全球疫情还在，但供应链跟不上，拜登明年还有个中期选举，现在支持率已经45%了，再不解决了问题，现在的处境对自己政要肯定不是好事！不出意外年底将结束通胀，一切都好，但凡通胀结束，应该会让中游，下游更好的发挥，到时候又会提高估值，出现双击状态！
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