不过，关注的焦点在中国身上，中国对原材料的需求被视为推高了大宗商品价格，进而推高了对能源和材料类股的预期。
But the focus is on China, where demand for raw materials is seen as driving commodities prices, and therefore, the outlook for energy and materials stocks.
他们重点关注原材料和大宗商品相关类股，这些类股可能会从基础设施支出的飘升中受益。
They are focused on raw materials and commodity-related stocks that would benefit from the surge in infrastructure spending.
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