大趋势没有改变,牛市基础仍然存在,这是笔者对长线大盘的看法。这一轮行情的大背景是全球通胀预期下资本流动性过剩导致的推升行情,而行情的发端是人民币升值。美元走弱是这一轮全球范围内牛市起步的最根本原因,也是全球资本流动性暴增的源头。庞大的资本最直接的首选是在商品 Big trend has not changed, the bullish basis still exists, this is my view on the long-term market. The background of this round of quotations is the upward trend caused by the excess liquidity under the global inflationary expectation, while the market quotation starts with the appreciation of the renminbi. The weaker dollar is the most fundamental reason for this round of global bullish start-up and the source of the global surge in capital liquidity. The most direct first choice for huge capital is in commodities