如果今年的经济增长将保持去年的速度,那么行业龙头的蓝筹股群体将有10-20％的市值增长。如果有3％以下的温和通货膨胀,股票价格可能总体上浮5％或更多。其中优质股票的升值幅度将更大些。宏观经济基本面的翻好、国有资产经营管理思路上对优势企业的大力扶持将通过QFII的入市和持有景气行业、景气公司得以放大。 If this year’s economic growth will maintain the pace of last year, then the blue-chip group leading the industry will have 10-20% of the market value growth. If there is moderate inflation below 3%, the stock price may go up 5% or more overall. The appreciation of high-quality stocks will be even greater. Macroeconomic fundamentals turned well, the state-owned assets management thinking on the strong support of dominant enterprises will be through the QFII into the market and hold the boom industry, boom companies to enlarge.