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<P><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">主持人：</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">2010</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">年货币政策的调整您如何看待？</SPAN></B></P>
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<P><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">王伟臣：我认为货币的调整，退出是肯定要发生的，预计在</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">2010</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">年第二季度逐步展开，数据的标志是</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">CPI</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">的转正，且幅度在到达</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">3%</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">附近，加息有可能发生在第三季度，但总体宽松的货币政策不会一下突然退出，它会是一个渐进的过程，可以这样认为，货币政策的退出会和经济增速完美的匹配起来，做到几乎无缝对接，这是笔者对管理层的希望所在。以循序渐进是最好的方式之一。</SPAN></B></P>
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<P><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">主持人：</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">2010</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">年您认为那些板块将会显现较大投资机会？</SPAN></B></P>
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<P><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">王伟臣：</SPAN></B> <B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">我认为主要是五条主线，一是通胀预期的板块，这体现在农业板块上将使得众多个股出现较大的上升空间。第二是消费类个股，它既吻合国家鼓励消费的产业政策，也和通胀受益紧密联系，第三是人民币升值的受益股票，包括银行，航空，造纸等，这是必然出现的趋势！第四是新能源板块，低碳经济的全面展开将诞生众多主题性投资机会！第五是股指期货带来的沪深</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">300</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">指数权重股的机会！当然也要部分兼顾券商股！</SPAN></B></P>
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<P><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">主持人：您对地产板块如何看？</SPAN></B></P>
<P><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt"> </SPAN></B></P>
<P><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">王伟臣：我认为投资者可重点关注二线的地产股，而传统的招保万金太多人在关注，超额收益不大！现货市场从总体把握</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">2010</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">年的房价，一线城市的泡沫严重，二三线城市有一定补涨潜力！</SPAN></B></P>
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<P><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">主持人：您对</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">2010</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">年市场整体的走势如何预测研判？</SPAN></B></P>
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<P><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">王伟臣：我认为</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">2010</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">年将走出</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">N</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">性的走势，这是我最新公开谈及我个人对</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">2010</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">年沪深整体走势的宏观分析！在股指期货的推动下，</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">2010</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">年的市场走势将更加呈现宽幅震荡的态势，指数落差会出现</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">2000</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">点左右的落差，即高点出现在</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">4800</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">点，低点在</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">2800</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso-ascii-font-family: ''Times new roman''; mso-hansi-font-family: ''Times new roman''">点左右，全年整体上指数呈现先扬后抑，再度上升的大</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN lang=EN-US style="FONT-SIZE: 16pt">N</SPAN></B><B style="mso-bidi-font-weight: normal"><SPAN style="FONT-SIZE: 16pt; FONT-FAMILY: 宋体; mso
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