论文部分内容阅读
政府刺激内需将成为09年上半年最大的投资主题。政府全面刺激内需,配合信贷的全面放松将催生局部的流动性过剩,受益于政府内需的板块可能获得全面的反弹机会。
The government stimulated domestic demand will become the largest investment theme in the first half of 2009. The full stimulus of domestic demand by the government and the complete relaxation of credit will lead to partial excess liquidity. The plate benefiting from government domestic demand may have a full chance of rebounding.