来源:六里投资报知名经济分析师、莲华资管首席投资官洪灏,本周在一场电视对话中,详细解析了这轮牛市未来可能的走向。洪灏通过两个指标来判断这轮牛市刚刚开始,从市值/GDP率指标来看,他认为当前市场修复到了长期的均值水平,远没有达到2007、2015年的高点,如果现在去担心所谓的泡沫化,为时过早。有好的股票,好的仓位,应该抓住。从两融余额指标来看,当前两融水平很高;两融可以用来计量市场的风险偏好,...
Source Link来源:六里投资报知名经济分析师、莲华资管首席投资官洪灏,本周在一场电视对话中,详细解析了这轮牛市未来可能的走向。洪灏通过两个指标来判断这轮牛市刚刚开始,从市值/GDP率指标来看,他认为当前市场修复到了长期的均值水平,远没有达到2007、2015年的高点,如果现在去担心所谓的泡沫化,为时过早。有好的股票,好的仓位,应该抓住。从两融余额指标来看,当前两融水平很高;两融可以用来计量市场的风险偏好,...
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