行情能否延续与需求侧刺激无关

发布时间：2018-03-22 14:22

  本文选题：增量资金　切入点：成长股　出处：《股市动态分析》2015年47期 　论文类型：期刊论文

【摘要】：正我们在9-10月基于去杠杆进入尾声叠加十三五利好推升风险偏好,积极推荐成长股主导的结构性修复行情。11月中旬以后提出"存量博弈下,面临前方密集成交区,未来风格切换和行情升级核心观察增量资金入市和利好出现。"。从资金面看,目前仍是存量博弈,但年底和年初是银行理财、险资等潜在增量资金做大类资产配置的决策时点,在资产荒背景下,可以用期权的思路看潜在增量资金会否、何时以及以何种方式进场。从基本面看,金融地产建材等蓝筹的吸引力无非是股息
[Abstract]:In September-October, we actively recommend the structural repair market dominated by growth stocks on the basis of deleveraging at the end of the end of the year and actively recommend the structural repair market dominated by growth stocks. After mid-November, we put forward that "under the stock game, we are facing intensive trading areas ahead." The core of style switching and market upgrading in the future will observe the entry of incremental funds into the market and the emergence of favorable results. "from the perspective of funds, it is still a stock game at present, but the end of the year and the beginning of the year are the time to make decisions on the allocation of large categories of assets for potential incremental funds such as bank financing and risk capital. In the context of asset scarcity, you can use options to see if, when and in what way potential incremental funds will enter the market. Fundamentally, the attraction of blue chips such as financial, real estate and building materials is simply a dividend
【作者单位】： 国泰君安;
【分类号】：F832.51
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本文编号：1649036