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2011年需要关注国内物价及美元汇率的走势。物价的走势决定货币政策的松紧,而美元指数的趋势则关系到资本在全球范围的重新配置。物价上升对股市来说只是小风险,大风险来自美元的反转。
2011 need to focus on domestic prices and the dollar exchange rate trend. The trend of prices determines the easing of monetary policy, while the trend of the U.S. dollar index is related to the global reallocation of capital. The rise in prices is only a small risk to the stock market, the big risk from the reversal of the dollar.