一、新择时框架:融合资金流、筹码和技术指标在之前《融合资金流、筹码与技术指标的资产择时模型》的报告中,我们结合量价节奏和估值情绪,建立了新的择时框架,可以较好的捕捉A股的拐点节奏。其经济学的内涵主要包括:量价得分(交易节奏):通过筹码结构(体现关键价格位置)、资金流强度和技术指标(反映价格趋势)三个维度,综合刻画指数的交易节奏。估值测度(价格空间):综合远期估值水平与市场盈利预测实时变化,评估指数...
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