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市场分析:前期市场展开连续反弹,随即针对资本市场流动性的调控政策又陆续出台,包括大股票供给、出台QDII及特别国债等,政策本身的实质影响程度暂且不论,但起码传递出政府对于控制市场估值风险的决心(友邦华泰)。处于政策的敏感期乃至多发期(汇添富),场外资金不敢贸然进场(华安)。当然整体估值充分以及结构性泡沫的泛起,是导致近期调
Market Analysis: The pre-market started a continuous rebound, then the capital market liquidity control policies have been introduced, including the supply of large stocks, the introduction of QDII and special bonds, etc., the substantive impact of the policy itself for the time being no matter, but at least convey the government control Market valuation risk determination (AIG Huatai). In a sensitive period of policy and even multiple periods (Huitianfu), off-site funds can not rush into the market (Hua An). Of course, the overall valuation of the full and the structural bubble, is caused by the recent transfer