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2010年的春天,全球经济最有希望率先复苏的区域,却迎来了股市的最深调整。从第二季度走到第三季度,上证指数一直在2500点附近徘徊,股指向上还是向下?是目前很多投资者面临的困扰。我认为当前市场从估值角度讲已进入可投资区域,但政策调控前景仍不明朗,预计下半年市场格局仍为震荡平衡市,投资上难以出现趋势性机会,投资策略仍以把握结构性机会为主。
In the spring of 2010, the region with the most promising recovery in the global economy has ushered in the deepest adjustment in the stock market. From the second quarter to the third quarter, the Shanghai index has been hovering around 2500, the stock up or down? Is currently facing many investors trouble. I think the current market has entered the investable region from the perspective of valuation. However, the policy and control prospects are still not clear. It is expected that the market will remain volatile in the second half of the year, and the trend of investment will be hard to come by. The investment strategy will still grasp the structural opportunities Mainly.