论文部分内容阅读
在人民币升值预期强烈的大背景下,热钱会持续流入,进而支撑权益市场资金面;而股票市场的新增资金必然会首选业绩优良、估值低廉、极具安全边际的大蓝筹板块。
Against the backdrop of a strong RMB appreciation expectation, hot money will continue to flow in and thus support the equity market capitalization. The newly added funds in the stock market will inevitably choose the big blue-chip sector with good performance, low valuation and very high safety margins.