刘煜辉:反内卷价格效果出来后,可能要不了多久,中国指数上4000点也顺利成章,大牛股有三个方向

华尔街见闻
Aug 01, 2025

7月29日,知名经济学家刘煜辉在一场直播中对下半年经济和市场作出研判。 投资作业本课代表整理了要点如下: 1、中国正处在美林投资时钟的一个比较敏感的时间窗口,正处在时钟象限要跨越的敏感端口。下半年很有可能将会离开通货紧缩的象限,投资时钟会发生转动。 2、我坚信这次反内卷的效果一定会出来。所以我对股票市场、A股市场很乐观。 一旦(反内卷)价格效果真正出来,直接受益、获得动量最强的部分一定是顺周期资产...

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