3月7号以来中证500指数持续暴跌,展示出恐慌扩散,下跌失去逻辑,存在好股票被错杀的现象。市场不会跌跌不休,总有反弹的机会。我们对于经济减速、人民币升值、调控从紧的判断并没有改变。但是分行业地看,并不是所有行业都会受到严重冲击,结构性机会仍存,反弹也将在这些板块中展开。 Since March 7, the CSI 500 index has continued to plunge, showing the spread of panic and the loss of logic. There is a good stock being wrongly killed. The market will not stumble endlessly, there is always a chance of rebound. Our judgment on a slowing economy, a revaluation of the renminbi and a tight control over the economy have not changed. However, according to the industry perspective, not all industries will be severely affected, structural opportunities still exist, rebound will also be carried out in these sectors.