2、假设CPI向下，那么就是弱美元，强非美货币、强金油铜，弱美债。

3、强人民币的情况，可以炒作进口依赖型的机会。比如各类专门进口设备做环保的。中XXX

4、强金，做黄金零售股。金一文化、中国黄金。

5、强油，做石油采掘股。

6、强铜，做铜矿采掘。北方铜业。

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