从宏观角度看,3月值得一说的事有几件:其一,中国进入通胀临界点。前两个月央行通过逆回购、各种形式的再贷款、降准0.5个百分点等最少向市场释放货币信贷3万亿元以上。水涨船高,CPI同比上涨2.3%(按旧食品权重计算,涨幅应在2.9%),继1月后负利率扩大至0.8个百分点。按欧盟发达国家2%以内的CPI目标水平衡量,中国已进入通胀临界点。在美国,美联储将迅疾加息。个人认为,物价的上涨加重了百姓 From a macro perspective, there are several things worth mentioning in March: First, China has entered a critical point of inflation. In the first two months, the central bank released at least 3 trillion yuan of monetary credit to the market through reverse repurchase, various forms of reloans, and a cut of 0.5 percentage points. The CPI rose 2.3% YoY (2.9% YoY based on the weight of the old food), expanding its negative interest rate to 0.8ppt after January. According to the CPI target of less than 2% of developed countries in the EU, China has entered the critical point of inflation. In the United States, the Fed will raise interest rates quickly. Personally think that price increases aggravate the people