<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN lang=EN-US><o:p><FONT face="Times New Roman"> </FONT></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US><FONT face="Times New Roman">[</FONT></SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">全球主要指数</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">]<o:p></o:p></FONT></SPAN></B></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN lang=EN-US><o:p><FONT face="Times New Roman"> </FONT></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><st1:chsdate w:st="on" IsROCDate="False" IsLunarDate="False" Day="15" Month="3" Year="2011"><SPAN lang=EN-US><FONT face="Times New Roman">3</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">月</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">15</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">日</SPAN></st1:chsdate><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">收盘：上证指数</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">2896.26</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">，跌</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">1.413%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">；沪深</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">300</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">指数</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">3203.96</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">，跌</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">1.81%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">；中小板指</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">6724.04</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">，跌</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">0.68%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">；恒生指数</SPAN><SPAN lang=EN-US><FONT face="Times New Roman"> 22678.25</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">，跌</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">2.86%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">；德</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">DAX 6647.66 </FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">跌</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">3.19%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">；道琼工业</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">11855.42 </FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">跌</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">1.15%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">；纳斯达克</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">2667.33 </FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">跌</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">1.25%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">；</SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN lang=EN-US><o:p><FONT face="Times New Roman"> </FONT></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">人民币兑美元中间价</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">6.5679</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">，跌</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">22</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">基点；</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">CRB</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">指数</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">636.92 </FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">跌</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">3.38%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">；</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">BDI 1548 </FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">跌</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">0.71%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">；</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">GlobalCoal</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">煤炭价格周指（</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">NEWC INDEX 129.60 </FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">涨</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">0.09%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">，</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">RB INDEX 119.74 </FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">涨</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">0.64%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">）</SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN lang=EN-US><o:p><FONT face="Times New Roman"> </FONT></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US><FONT face="Times New Roman">[</FONT></SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">瑞达国内宏观观点</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">]<o:p></o:p></FONT></SPAN></B></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="COLOR: black; mso-bidi-font-size: 10.5pt" lang=EN-US><o:p><FONT face="Times New Roman"> </FONT></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN lang=EN-US><FONT face="Times New Roman">1.<SPAN style="mso-spacerun: yes"> </SPAN></FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">央行</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>14</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">日发行</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>100</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">亿元人民币一年期央票，中标收益率升</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>20</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">个基点至</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>3.1992%</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">，发行量也较上期大增</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>90</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">亿元至</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>100</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">亿元，此举令市场对于央行加息的预期进一步升温。</SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN lang=EN-US><BR><FONT face="Times New Roman">2. <SPAN style="mso-spacerun: yes"> </SPAN></FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">报经国务院批准，统计局准备在今年</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>4</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">月份发布一季度同比数据的同时，发布一些主要指标的环比数据。这是中国首次发布</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>GDP</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">季度环比数据，此前只有同比数据。</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US><o:p></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US><BR></SPAN><SPAN lang=EN-US><FONT face="Times New Roman">3. <SPAN style="mso-spacerun: yes"> </SPAN></FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">中国核能行业协会副秘书长冯毅表示，日本核电站发生爆炸是在超强自然破坏力之下发生，我国发展核能力的基本趋势不会因噎废食。环保部副部长张力军也于近日表示中国不会改变未来发展核电的决心和安排。按照十二五规划的部署，到</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>2015</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">年，我国核电的发展规模可达到</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>3900</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">万千瓦。与此同时，到</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>2015</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">年，水电和核电占一次能源比重将提高</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>1.5%</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">。</SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US><o:p> </o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN lang=EN-US><FONT face="Times New Roman">4. <SPAN style="mso-spacerun: yes"> </SPAN></FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">据商务部统计，</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>2011</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">年</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>2</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">月，全国新批设立外商投资企业</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>1156</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">家，同比下降</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>10.9%</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">；实际使用外资</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>78</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">亿美元，同比增长</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>32.2%</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">。</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>2011</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">年</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>1-2</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">月，全国新批设立外商投资企业</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>3399</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">家，同比增长</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>7.46%</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">；实际使用外资金额</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>178.23</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">亿美元，同比增长</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US>27.09%</SPAN><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">。</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US><o:p></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US><o:p> </o:p></SPAN></P>
<P style="TEXT-INDENT: -10.95pt; MARGIN: 0cm 0cm 0pt 10.95pt; mso-char-indent-count: -1.04" class=MsoNormal><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US><FONT face="Times New Roman">[</FONT></SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">瑞达国际宏观观点</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">]<o:p></o:p></FONT></SPAN></B></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN lang=EN-US><o:p><FONT face="Times New Roman"> </FONT></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN lang=EN-US><FONT face="Times New Roman">1. </FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">美联储维持联邦基金利率在</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">0-0.25%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">区间及</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">6,000</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">亿美元量化宽松规模不变，各委员一致认为能源价格上涨引起的输入性通胀是暂时的，美国当前失业率仍然高企，核心通胀仍低于目标水平。</SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN lang=EN-US><o:p><FONT face="Times New Roman"> </FONT></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN lang=EN-US><FONT face="Times New Roman">2. </FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">日本东北地震受灾区核电危机加重引发全球股市重挫，昨日日经指数大幅下挫，跌幅达</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">10.55%</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">。受地震影响，短期日本企业及家庭信心恶化，但日本央行月度报告显示，日本经济温和复苏趋势不变。</SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN lang=EN-US><o:p><FONT face="Times New Roman"> </FONT></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN lang=EN-US><FONT face="Times New Roman">3.</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">因地震导致日本许多钢厂停产，或将提振中国低端钢材出口，并提高我国国有钢铁企业在中国高端钢材市场占有率。</SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN lang=EN-US><o:p><FONT face="Times New Roman"> </FONT></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">今日关注重点：英国</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">2</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">月失业率；欧元区</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">2</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">月调和消费者物价指数终值；美国</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">2</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">月生产者物价指数；美国</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">2</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">月新屋开工</SPAN></P>
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<P style="TEXT-INDENT: -10.95pt; MARGIN: 0cm 0cm 0pt 10.95pt; mso-char-indent-count: -1.04" class=MsoNormal><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US><FONT face="Times New Roman">[</FONT></SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">观点总结</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">]<o:p></o:p></FONT></SPAN></B></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US><o:p> </o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: Verdana">“夏斌：不排除一次性大幅调整汇率”的报导周一在海内外媒体广泛转载，昨日夏斌网易微博澄清一次性大幅调整汇率论，我们认为，人民币仍将坚持渐进升值的原则，但弹性会有所加大。在日本核辐射扩散的心理压力下，本周资本市场大幅下挫，但国内经济基本面并无变化，如果核辐射心理阴影消除，预计资本市场价格仍将按照原趋势运行。</SPAN><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US><o:p></o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: Verdana; BACKGROUND: white; mso-hansi-font-family: ''Times New Roman''" lang=EN-US><o:p> </o:p></SPAN></P>
<P style="MARGIN: 0cm 0cm 0pt" class=MsoNormal><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">欧元</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">/</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">美元（利好）；美元</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">/</FONT></SPAN><SPAN style="FONT-FAMILY: 宋体; mso-hansi-font-family: ''Times New Roman''; mso-ascii-font-family: ''Times New Roman''">日元（利空）；美指（利空）；德国国债收益率（利空）；美国国债收益率（利空）；日本国债收益率（利空）；</SPAN><SPAN lang=EN-US><FONT face="Times New Roman">LIBOR</FONT></SPAN><SPAN st
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