杨远昌:6月初我反复研究下半年的通胀形势,我当时的观点是下半年前半段通胀水平会保持稳定,而这之后通胀压力峰值将会临近,由此我判断今年下半年行情是先冲高后回落,但是我并没有急于公布这个观点,因为还欠点东风。6月20日东风来了,当时各大券商纷纷发布下半年投资策略报 Yang Yuanchang: In early June, I repeatedly studied the inflation situation in the second half of the year. My point of view was that the inflation level would remain stable in the first half of the second half of the year. After that, the inflationary pressure peak will be approaching. Therefore, I judge that the market will be rallied first in the second half of this year After the fall, but I am not in a hurry to announce this view, because still owe the east wind. June 20 Dongfeng came, when the major brokerages have released the second half of the investment strategy newspaper