(以下内容从上海证券《美股长期上涨带来的启示:这一轮A股能否长期缓慢上涨》研报附件原文摘录)投资摘要事件概述美股三大指数长期以来不断上涨,屡创新高,A股在未来能否长期缓慢上涨,迎来长达十几年的上涨行情呢?分析与判断解构股指上涨函数与三个关键变量。我们认为股指的表现与上市公司的市值成正相关,与上市公司数量负相关,而上市公司市值又是由上市公司盈利与估值水平共同决定的。可由以下公式来体现:股指=F(...
Source Link(以下内容从上海证券《美股长期上涨带来的启示:这一轮A股能否长期缓慢上涨》研报附件原文摘录)投资摘要事件概述美股三大指数长期以来不断上涨,屡创新高,A股在未来能否长期缓慢上涨,迎来长达十几年的上涨行情呢?分析与判断解构股指上涨函数与三个关键变量。我们认为股指的表现与上市公司的市值成正相关,与上市公司数量负相关,而上市公司市值又是由上市公司盈利与估值水平共同决定的。可由以下公式来体现:股指=F(...
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