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目前人民币持续升值是确定的,也不排除在某个阶段加速升值。而外贸顺差过大、投资增长过快、劳动成本上升、流动性过剩等,使得国内出现温和通胀的苗头。因此,管理层随时可能出台新的宏观调控措施,A股市场存在系统性风险。这种背景下,是否可以找到一些受上述因素影响较小的板块?
At present, the continuous appreciation of RMB is certain, and it does not rule out the acceleration of appreciation at a certain stage. Excessive foreign trade surpluses, excessive investment growth, rising labor costs, excess liquidity and other factors have led to signs of moderate inflation in China. Therefore, management may promulgate new macro-control measures at any time. There is a systemic risk in the A-share market. In this context, can we find some of the less affected by the above factors plate?