【摘 要】
：
编者按钢铁股补涨既有通胀预期下资源概念增值因素,也有估值低,下游需求转旺和铁矿石降价预期等因素。有市场人士认为,09年钢铁行业盈利将处于周期性低位,行业整体难有盈利驱
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编者按钢铁股补涨既有通胀预期下资源概念增值因素,也有估值低,下游需求转旺和铁矿石降价预期等因素。有市场人士认为,09年钢铁行业盈利将处于周期性低位,行业整体难有盈利驱动的大幅表现,投资机会来自钢价阶段性表现。
Editor’s note by the Iron and Steel stocks up inflation not only under the concept of inflation, the concept of value-added factors, but also low valuation, downstream demand and prosperous iron ore price cuts and other factors. Some market participants believe that the steel industry in 2009 earnings will be at a cyclical low, the industry as a whole difficult profitability-driven performance, the investment opportunities from the steel stage performance.
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