从产业周期看,2014年和1998年,最为贴近。2014年附近,出清钢铁煤炭伴随涨价去库存PSL诞生,而1998年附近,出清以纺织业为代表的国企同时,加入WTO、房改作为出清的对冲存在。而今日,出清的是什么,又是什么与之对冲呢?本期视频,我们一起来看看。

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