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2009年末,各大券商研究机构相继发布了2010年度A股市场投资策略报告。券商普遍认为,2010年A股市场将呈现结构性牛市特征。长期充裕流动性仍将是股指上行的主要动力,而政策退出、融资压力以及“大小非”减持压力等将是影响市场表现的主要负面因素。同时,大部分券商都比较看好周期性行业。
The end of 2009, major brokerage institutions have released the 2010 annual report on the A-share market investment strategy. Brokers generally believe that in 2010 the A-share market will show the structural characteristics of the bull market. Long-term abundant liquidity will remain the main driving force for the upside of the stock index. Policy exits, financing pressure and pressure on reduction of shareholdings will be the major negative factors affecting market performance. At the same time, most brokers are more optimistic about the cyclical industry.