近来大盘的调整与经济过热和宏观调控不无关系。本文从固定资产投资的内部入手,对几大过热行业作了深刻剖析,指出由于城镇化和重工业化的内在要求,我国的固定资产投资和GDP不会因加息而衰退,受调控行业的部分公司仍存在投资机会,大盘目前的调整为投资者分享三季度可能的市场回暖提供了绝好的入市时机。 Recently, the adjustment of the broader market is not unrelated to overheating and macro-control. This article starts from the inside of fixed assets investment and analyzes deeply the overheated industries. It points out that due to the inherent requirements of urbanization and heavy industrialization, China’s investment in fixed assets and GDP will not decline due to the rate hike, The branch still has investment opportunities, the current market adjustment for investors to share in the third quarter may provide a good market pick-up time.