国泰海通策略:没有过高的预期 也没有过低的预期

东方财富网
Oct 11

大势研判:没有过高的预期,也没有过低的预期,大盘横盘震荡;大级别的行情仍要时间和等待。此前我们在报告中分析了目前中国市场面对增长预期上修暂停、局部微观结构恶化与市场信心受损中遇到的定价障碍。近期市场持续调整,我们对后市运行的总体看法:目前处于“转型牛”的休整期,现阶段大盘指数既没有大涨新高的预期,也没有大跌新低的预期,预计将较长时间维持上有顶、下有底的横盘震荡:第一,在上半年A股充分定价产业叙事后...

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