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2011年的中国证券市场似乎重演了去年的行情,8月则是下半年行情的一个关键点。随着7月反弹的开启,中国股市步入了下半年行程。回顾半年来的“过山车”行情,年初券商的投资策略显然受到了较为严峻的挑战。近期各券商又陆续推出了2011年的中期策略报告。对于下半年行情的判断,初步统计数据显示,31家发布中期策略的券商中43%看多,37%看平,坚决看空的仅有7家,显然,多头稍胜一筹。随着CPI和流动性拐点的临近,作为中期策略,我们应该重点把握哪些行业的投资机会呢?
China’s securities market in 2011 seems to repeat the market last year, August is a key point in the second half of the market. With the rally in July opened, the Chinese stock market stepped into the second half of the itinerary. Recalling the past six months “roller coaster ” market, the investment strategy of the brokerage at the beginning of the year apparently by the more serious challenges. Recently, various brokerages have launched the 2011 mid-term strategy report. For the second half of the market to determine the preliminary statistics show that 31 brokerage released medium-term strategy, 43% see more, 37% flat, firmly bearish only 7, obviously, bulls slightly better. With the CPI and liquidity inflection point approaching, as a medium-term strategy, we should focus on what sectors of investment opportunities?