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随着非典疫情得到有效控制,近一个月,国民经济改变了前一段时间受非典影响增速明显走低的局面,出现了快速增长的态势。工业生产和消费回升势头明显,投资和出口继续保持较快增长。虽说央行微调了货币政策,但是大幅度、全面地收紧银根的可能性极小。同时,货币政策的微调不会对以蓝筹股投资为主体的市场投资热点和以规范机构投资者为主体的投资格局形成任何影响,反而有利于强化这一格局。
In the past month, as the SARS epidemic was effectively controlled, the national economy changed its situation that the growth rate of SARS under the influence of SARS was significantly lower in the previous period, indicating a situation of rapid growth. The recovery of industrial production and consumption showed a clear momentum, with investment and exports continuing to maintain rapid growth. Although the central bank fine-tuned monetary policy, it is extremely unlikely that the monetary policy will be tightened substantially and fully. In the meantime, the fine-tuning of monetary policy will not have any impact on the market investment focus mainly on blue-chip investment and on the investment pattern dominated by institutional investors. On the contrary, it will be conducive to strengthening this pattern.