大概两三个礼拜前写过,我觉得现在A股也没很便宜了,当时写,如果上半年我觉得A股很便宜的话,现在觉得A股估值基本上也合理了,后面要继续大涨需要基本面兑现了。现在A股其实也是个比较尴尬的位置,上半年的A股很多公司都属于最差就这样了,大家预期足够悲观了,基本上不可能更差了,或者即使更差,股价也没有大幅下跌的空间了,而现在则属于股价已经合理了,已经足够反应现在的基本面了,继续涨需要情绪进一步上升(提估值)...
Source Link大概两三个礼拜前写过,我觉得现在A股也没很便宜了,当时写,如果上半年我觉得A股很便宜的话,现在觉得A股估值基本上也合理了,后面要继续大涨需要基本面兑现了。现在A股其实也是个比较尴尬的位置,上半年的A股很多公司都属于最差就这样了,大家预期足够悲观了,基本上不可能更差了,或者即使更差,股价也没有大幅下跌的空间了,而现在则属于股价已经合理了,已经足够反应现在的基本面了,继续涨需要情绪进一步上升(提估值)...
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