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2021年度宏观投资策略报告：修复资产价格和经济增长劈叉

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新经济板块和传统行业龙头板块，股市存在结构性机会；债券市场，国债大于信用债，无风险利率先扬后抑；大宗商品单边上涨机会很难再现，房地产和基建投资降温带动、黑色系商品领跌，有色金属和贵金属先扬后抑，周期性工业品高位回落，农产品结构性紧缺或将缓解
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