本文来自格隆汇专栏:靳毅 作者:靳毅 范圣哲核心观点本轮A股与2014年流动性牛市高度同构“政策—流动性—产业”共振推升指数与风险偏好,宏观上呈“股市先行、基本面滞后”,处于增速换挡与去库存期,居民资产再配置抬升风险偏好;政策上延续“货币宽松+地产优化+资本市场改革+产业升级”的组合拳,强化增量资金入市;技术面出现技术指标钝化与阈值上移。节奏上,自2024年9月起经历“估值修复—震荡蓄势—突破上行...
Source Link本文来自格隆汇专栏:靳毅 作者:靳毅 范圣哲核心观点本轮A股与2014年流动性牛市高度同构“政策—流动性—产业”共振推升指数与风险偏好,宏观上呈“股市先行、基本面滞后”,处于增速换挡与去库存期,居民资产再配置抬升风险偏好;政策上延续“货币宽松+地产优化+资本市场改革+产业升级”的组合拳,强化增量资金入市;技术面出现技术指标钝化与阈值上移。节奏上,自2024年9月起经历“估值修复—震荡蓄势—突破上行...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.