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虽然2009年1季度经济增速为6.1%,创出2000年以来的新低,但具体从1-3月各月看,大部分经济数据在3月份都出现了回升,说明宏观经济正在企稳复苏,1季度可能是本轮周期的低点。我们认为5月份市场整体运行格局将以震荡为主,建议投资者关注未来基本面率先向好、业绩具有明确增长的行业与公司及有政策预期的消费与民生相关行业。
Although the economic growth rate in the first quarter of 2009 was 6.1%, setting a new low since 2000, most of the economic data showed a rebound in March in each of the first three months of the year, indicating that the macroeconomy is stabilizing and recovering, The first quarter may be the lows of the current cycle. We think the market’s overall operation pattern will be mainly concussion in May. Investors are advised to pay attention to the industry and companies with a clear growth in future fundamentals, as well as industries related to consumer and livelihood with the expected policies.