按当前国内经济基本面的情况——地产销售在大放松之后仍无起色、信贷数据所体现的内需依然疲软,而外需如果因高息滞留前景也预期转弱的话,那么今年国内的宏观可能还是一个相对较弱的组合。这种情况下的策略,还是只能抱紧分红股,并寻找有真成长的稀缺资产。

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