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CPI高企之际,想在股市跑赢CPI,可行的策略莫过于看哪些行业或公司借了CPI的东风。这类行业或公司大致有3种。一是由于供求拉动,有涨价动力,目前价格受行政管制,但未来可能放开或部分放开的行业,如电力、石油、公用事业、医药等。二是成本易于转嫁,或拥有较大定价议价权的行业,如农业、高端消费、钢铁、运输、批发零售等。三是资源类行业,如煤炭,有色金属中的铝、铜、黄金、钨等。
CPI high, want to outperform the CPI in the stock market, a viable strategy than to see what industries or companies borrowed the CPI’s east wind. There are roughly three such industries or companies. First, due to supply and demand, price hikes, the current price by the administrative control, but in the future may be liberalized or partially liberalized industries such as electricity, petroleum, utilities, medicine and so on. Second, the cost is easy to pass on, or have a larger bargaining power of industries such as agriculture, high-end consumer, steel, transportation, wholesale and retail. Third, resource-based industries, such as coal, non-ferrous metals in the aluminum, copper, gold, tungsten and so on.