CPI在2008年一季度可能连创三次新高,到3月份同比预计达到或超过8%。我们将2008年GDP增长预测调低至10%。政策不确定性正在加大。短期内的政策选择应倾向于在保持从紧货币政策的同时,略微放松财政政策并避免出台更多的打压制造业出口的政策。CPI在一季度将可能创出三次新高。刚 The CPI may hit a record high of three times in the first quarter of 2008 and is expected to hit or exceed 8% YoY in March. We cut our 2008 GDP growth forecast to 10%. Policy uncertainty is increasing. Short-term policy choices should tend to be slightly tight monetary policy while relaxing, and to avoid the introduction of more policies to suppress manufacturing exports. CPI in the first quarter will likely hit three new highs. just