大势研判:大盘后市横盘震荡,企稳反弹的转机会出现,但大级别行情仍要时间和等待。经过7月中国股市大幅波动后,尽管8月有所修复,但微观结构与信心受损令市场在外部扰动时期风险承担意愿降低,近期市场再度走弱。展望后市,在增长叙事和股市流动性上修/下修变化不大且国际关系复杂的时局,预期定价也从过去两年主动承担风险的模式过渡到需要看到更多的实质变化。目前大盘指数既没有大跌新低的预期,也没有大涨新高的预期,总体...
Source Link大势研判:大盘后市横盘震荡,企稳反弹的转机会出现,但大级别行情仍要时间和等待。经过7月中国股市大幅波动后,尽管8月有所修复,但微观结构与信心受损令市场在外部扰动时期风险承担意愿降低,近期市场再度走弱。展望后市,在增长叙事和股市流动性上修/下修变化不大且国际关系复杂的时局,预期定价也从过去两年主动承担风险的模式过渡到需要看到更多的实质变化。目前大盘指数既没有大跌新低的预期,也没有大涨新高的预期,总体...
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