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今年以来,全球经济的动荡程度远超市场预期,欧洲不断蔓延与深化的债务危机,美国的债务评级、就业刺激政策,国内的通胀走势、经济增速预期,无不触动着资本市场的神经。复杂的经济环境下,不少投资者将目光转向内需,消费板块成为焦点。
Since the beginning of this year, the degree of turmoil in the global economy far exceeds market expectations. Europe continues to spread and deepen the debt crisis. The US debt rating, employment stimulus policies, domestic inflation trends, and economic growth expectations all touch the nerves of the capital market. Under the complicated economic environment, many investors have turned their attention to domestic demand and the consumer sector has become the focus.