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我们认为,今年全年的CPI涨幅约为4.4%,可以预计,抑制通胀、纠正负利率的进程将会贯穿于今后一年的时间。因此,挖掘温和通货膨胀背景下的受益行业,将成为2007年四季度乃至更长一段时间内市场投资的一大主题。
We believe that the increase in CPI for this year will be about 4.4%. It can be expected that the process of curbing inflation and correcting negative interest rates will run through the next year. Therefore, excavating the beneficiary industries in the context of moderate inflation will become a major theme of market investment in the fourth quarter of 2007 and even longer.