一、A股尚未摆脱小级别休整波段:新结构、新催化维持市场热度,但尚不足以转变总体赚钱效应收缩。 我们对短期市场的理解不变,A股尚未摆脱小级别休整波段。依然从解决三方面问题角度,讨论短期市场:1. 性价比不足的问题:短期性价比指标普遍处于高位回落,且尚未确认有效调整波段。而创业板相对沪深300的赚钱效应已处于低位。科技成长仍有热点,龙头依然强势,但后线标的已普遍进入调整波段。同时短期上涨公司数量和涨停...
Source Link一、A股尚未摆脱小级别休整波段:新结构、新催化维持市场热度,但尚不足以转变总体赚钱效应收缩。 我们对短期市场的理解不变,A股尚未摆脱小级别休整波段。依然从解决三方面问题角度,讨论短期市场:1. 性价比不足的问题:短期性价比指标普遍处于高位回落,且尚未确认有效调整波段。而创业板相对沪深300的赚钱效应已处于低位。科技成长仍有热点,龙头依然强势,但后线标的已普遍进入调整波段。同时短期上涨公司数量和涨停...
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