海通梁中华：风险消除了吗？
海通证券认为，在供给端明显受限的情况下，如果希望金融机构、经济体系都 “平安无事”，需求端就不太可能明显收缩，通胀就下不来。各国央行或大概率继续加息，金融机构、经济体系出现市场化出清，需求端萎缩，通胀压力缓解，然后才会开启新一轮的货币宽松。
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