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2000年以来,大宗资源商品市场迎来了一轮波澜壮阔的牛市,进入2006年,原油、有色金属、糖等更是纷纷创多年来的高点,成为投资市场最靓丽的热点,但2月份之后各品种均出现不同程度的下跌,这轮调整是数年来牛市的终结,还是象罗杰斯所说的,仅仅是长期牛市中的“小插曲”?假如资源牛市能够持续,那么,谁将成为牛市的主力军?本报告通过综合各家机构的观点,普遍认为紧缺资源的牛市仍将持续,锌、黄金等品种有望成为领军品种,我们并给出了判断资源性公司投资价值的主要标准。
Since 2000, the commodity resources market has ushered in a magnificent bull market. As of 2006, crude oil, nonferrous metals and sugar all set the highest point in many years and became the most attractive hot spot in the investment market. However, after February All varieties have experienced different degrees of decline, this round of adjustment is the end of the bull market over the years, or as Rogers said, is only a long-term bull market “episode”? If the resource bull market can continue, then, who will become a bull market The main force? By synthesizing the views of various agencies, this report generally believes that the bull market with scarce resources will continue. The varieties such as zinc and gold are expected to become the leading breeds. We also give the major criteria for judging the investment value of resource-based companies.