一年过去，市场估值整体提升了很多，从“药丸”定价回归到“将信将疑”定价了。今年主要的机会来自盈利推动，盈利推动的核心是“...

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  "content": "一年过去，市场估值整体提升了很多，从“药丸”定价回归到“将信将疑”定价了。今年主要的机会来自盈利推动，盈利推动的核心是“出海”和PPI涨价传导。主要的悬念是房地产和通缩能否见底？如能，则还有一大波顺周期行情。 ​​​\n\n\nhttps://postimg.cc/cKR67Bqn\n\n\nhttps://i.postimg.cc/wBPJpw00/5dfe996bly1ib53rrm98fj20u01dg7gy.jpg",
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