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境，而PPI见顶本身也是政策收紧的结果，因此股票提前于PPI顶部。　　其三，PPI转正后往往伴随着股市的风格再平衡，但风格切换的方向需要关注PPI转正的驱动力是来自内需还是外需，国内政策方向，以及股市是否提前定价。　　二、信号2，有色PPI对股牛启动存在强信号　　有色PPI见底可预示股牛启动，历轮有色金属价格周期见底均大体同步（甚至略领先）于股牛启动，这一信号非常清晰且有效。故而我们称之为“强信号

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