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把握行业投资机会的关键在于把握产业景气趋势,06年行业投资策略在于,围绕当前消费结构升级、产业结构升级和宏观经济波动带来的产业景气趋势的变化,进行主动布局:行业的投资准则是:(1)在分析到行业景气跨越高点开始下降时,选择“卖出”;(2)行业景气继续处于下降阶段时,选择“回避”;(3)行业景气处于底部时时刻关注相关条件的变化以期把握行业景气的变化,从而确定相应的“买卖时机”(Timing);(4)在分析到行业景气跨越底部开始复苏时,选择“买入”。
The key to seize the investment opportunities in the industry lies in grasping the industrial boom trend. In 2006, the investment strategy of the industry lies in active distribution around the changes in the current industry sentiment brought about by the current upgrading of consumption structure, upgrading of industrial structure and macroeconomic fluctuations: the industry’s investment guideline is : (1) choose “sell” when it is analyzed that the industry boom starts to decline across the high point; (2) select “avoidance” when the industry boom is still in decline; (3) when the business climate is at the bottom, pay close attention to relevant conditions Changes in order to grasp the changes in the industry economy to determine the corresponding “timing” (Timing); (4) in the analysis of the industry boom across the bottom began to recover, choose “Buy.”