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全球大宗商品价格直接影响国内固定资产投资增速乃至整个宏观经济运行,国内相关行业的业绩表现和投资机会亦与其后续走势密切相关。对于目前的商品牛市是泡沫还是机遇的判断,直接影响到对未来几年国内投资环境的判断。进入2006年,随着全球主要大宗商品价格的持续上涨,市场对商品价格后续走势的分歧开始加大,悲观者担心产能增加带来的供求缺口逐渐
Global commodity prices have a direct impact on the growth of domestic fixed asset investment and the entire macroeconomic performance. The performance and investment opportunities of domestic related industries are also closely related to its follow-up trend. Judging whether the current bull market is a bubble or an opportunity has a direct impact on judging the domestic investment environment in the coming years. Into 2006, with the world’s major commodity prices continued to rise, the divergence of the market on the follow-up of commodity prices began to increase, pessimists worried about the supply and demand gap caused by increased capacity gradually