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2003年初,全球经济在经历了两年的低迷之后,开始进入全面复苏阶段,随之而来的,则是国际商品价格新一轮的上涨。这一轮上涨可以用“暴涨”来形容,其上涨速度之快,价格之高都是前所未见的。以能源、有色金属为代表的大宗基础商品价格纷纷脱离了价格的历史区间,开始寻找新的价格震荡区间。至此,我们认为,全球商品已经进入重新定价、资产价格重估时代.新的商品价格体系已初露端倪。全球商品进入重新定价时代,这一点已经毋庸置疑。但是,造成这种现象的原因,却众说纷纭。我们认为,国际价格体系发生的历史罕见的剧变,是与世界经济格局正在发生的
At the beginning of 2003, after two years of sluggishness, the global economy started to enter a stage of full recovery. What followed was a new round of international commodity price increases. This round of rising can be described as “soaring”, its rate of rise is fast, the high price is unprecedented. Large quantities of basic commodities, represented by energy and non-ferrous metals, have successively departed from the historical price range and started to find new price concussion intervals. At this point, we believe that global commodities have entered the era of re-pricing and asset price revaluation, and the new commodity price system has taken shape. There is no doubt that global commodities have entered a repricing era. However, the reasons for this phenomenon, but different opinions. In our opinion, the rare historical change in the international price system has taken place in connection with the ongoing economic pattern in the world