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市场面对灾后重建将做何种反应?理性预期,关注风险,寻找投资机遇。伴随着“5·12”汶川地震的余痛,灾后重建工作已经有条不紊地展开。市场上的相关话题已渐次回复到理性预期的阶段。灾后重建带来的投资机遇,除了已为前期市场广泛发掘的对行业、企业的影响外,更主要决定于国家重建计划的具体进程。
What kind of reaction will the market face in the post-disaster reconstruction? Rational expectations, attention to risk, looking for investment opportunities. With the pain of the “May 12” Wenchuan earthquake, the post-disaster reconstruction work has been carried out in an orderly manner. Related topics on the market have gradually returned to the stage of rational expectations. The investment opportunities brought about by the post-disaster reconstruction are mainly determined by the specific process of the national reconstruction plan except for the impact on industries and enterprises that have been extensively explored in the previous markets.