日前,瑞银证券中国股票策略分析师孟磊认为,在宏观环境稳定的前提下,今年A股盈利可能逐季温和复苏;短期震荡后,市场有望在中长期迎来上升机遇。他表示,中期来看,任何增量的财政和货币政策或能在一定程度上提振市场信心,推动A股市场估值提升;同时,中长期资金的持续入市在中期将为估值的结构性重构提供上行动能。孟磊表示,近年来中国正经历全面的结构性改革,也能逐步增强投资吸引力,其中外商准入门槛的降低、民营企业...
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