核心提要 本篇报告主要从大势、风格和行业维度总结牛市的十大规律。 大势:沪深300高点基本一致;五年规划交替前后容易产生大级别行情;股权风险溢价的水平;股息率的阈值;估值行情的阶段;业绩确认的时间六大规律。 风格:主要围绕先进制造和成长科技是领涨风格;中盘崛起;基金重仓的回归进行规律探寻。 行业:聚焦牛市的领涨行业。 牛市的10大规律:大势 规律1:沪深300高点基本一致,达到5300-5800...
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