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行业振兴规划短期内影响不大,出口退税可能是最直接的利好。较好的投资品种依然在有自主品牌的企业或者具有技术领先的企业,近期我们建议投资者关注出口型企业的投资机会。
Industry revitalization plan has little effect in the short term, the export tax rebate may be the most direct positive. Better investment varieties are still own-brand enterprises or have leading technology companies, we recently recommended that investors pay attention to export-oriented investment opportunities.