寻找仍处于行业景气的上升周期,盈利能力持续得到改善的行业和公司,将成为未来能否取得优于大市表现的关键。资源性行业,价、量上涨双双提升盈利预期; 投资品行业,关注需求增长放缓和产能不断增加所面临的压力;消费品行业,把握个股的机会更重要。 Finding industries and companies that are still in the upward cycle of the industry’s economy and their profitability continues to improve will be the key to whether they can outperform the broader market in the future. Resource-based industries, both prices and volume increases, both to enhance earnings expectations; investment products industry, concerned about the slowdown in demand growth and increasing pressure on the production capacity; consumer goods industry, the opportunity to grasp the individual stocks is more important.