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鉴于市场在大跌后出现的变化,现阶段即使不是短期底部,也相差不远。策略上可保持谨慎乐观,适当参与左侧交易,考虑提高权益类资产配置比重。本期(8月19日~9月18日)的4个交易周里,A股市场经历了自6月底以来的第二轮大幅下跌,7个交易日的累积跌幅近29%。在经济下行压力加大,人民币贬值预期开启,以及外围市场表现不佳、美联储议息会议临近等因素的影响下,股市“跌跌不休”;随着场内融资余额跌破万亿元、场外配资被彻底清理,去杠杆接近尾声,中金所修改股指期货交易规则、
In view of the changes that have taken place after the market plunged, not even the short-term bottom, at this stage, is not far off. Strategically cautiously optimistic, appropriate participation in the left-hand side of the transaction, consider increasing the proportion of equity assets allocation. During the four trading weeks of the current issue (August 19-September 18), the A-share market experienced a sharp decline in the second round since the end of June, with a cumulative decline of nearly 29% over the seven trading days. Under the influence of the downward pressure on the economy, expected devaluation of the renminbi and the poor performance of the peripheral markets and the approaching of the Federal Reserve meeting on interest rates, the stock market “has stumbled and fell.” As the financing balance in the venue fell below one trillion yuan , Off-site funding was completely cleaned up, to the end of the lever, the gold stock index futures trading rules revised,