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抗通胀概念仍将是四季度的投资主线之一,而四季度将是惠农政策的密集发布期,随着近期农产品价格的持续上涨,农业股面临的机会并不亚于前期强势的资源股。全球经济危机后持续低迷的农产品价格终于被俄罗斯的干旱、巴西的洪涝等点燃并一发不可收拾,加上美国再度实施量化宽松政策,类似2007-2008年的全球通胀似乎又将来
The anti-inflation concept will remain one of the main investment channels in the fourth quarter, while the fourth quarter will be an intensive release period for the benefit-agriculture policy. As the prices of agricultural products continue to rise in the fourth quarter, the opportunities for agricultural stocks are no less than those of the pre-strong resource stocks . The persistent downturn in the prices of agricultural products after the global economic crisis has finally been ignited by the droughts in Russia and floods in Brazil. Coupled with the re-implementation of the quantitative easing policy in the United States, it seems that the global inflation in 2007-2008 seems to be coming in the future