今日,A股方面三大指数集体高开。其中,沪指盘中超越3674.4点,为近4年以来的新高。未来行情如何? 在8月12日京东金融主办的京东财富15理财日投资策略会上,莲华资产首席投资官、管理合伙人洪灏表示:“今年的行情大概率没有走完“。他在会上明确指出,中国市场的流动性的条件在改善,流动性条件的改善不仅仅来自于央行通过逆回购的方法,向市场注入大量的流动性,还来自于滞留海外的资金开始回到中国。不仅如此,全球市场的流动性条件也在改善,这时候会看到风险资产、金银大宗商品等新兴市场都会有不错表现,全球经济周期还在修复。
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