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观察2011年的股市,不仅需要关注国际资本在全球的流向,还应关注国内资金在国内行业之间的流动。前者是大气候,后者是小气候。影响2011年股票市场走势的主要因素有:货币政策走向、房地产调控政策及楼市的走势、发达国家的经济复苏步
Looking at the stock market in 2011, we not only need to pay attention to the global flow of international capital, but also focus on the flow of domestic funds among domestic industries. The former is the big climate and the latter is the microclimate. The main factors affecting the stock market in 2011 are: the trend of monetary policy, real estate regulatory policies and the trend of the property market, the economic recovery of developed countries step