出手很快的政策,使得市场对经济基本面的预期趋于改善,我们认为这是支撑国内股市探底回稳的背景。展望来年,经济仍需经历一年以上的低增长阶段,股市很难出现趋势性的机会,可能将会处于箱体整理的平衡市道,波段操作,板块轮动将成为首选。 The quick-release policy made the market’s expectations of the economic fundamentals tend to improve. We think this is the background that supports the stabilization of the domestic stock market. Looking forward to the coming year, the economy still needs to go through a phase of low growth of more than one year. It is hard for the stock market to have a chance of becoming a trend. It may be in a balanced market of cabinet consolidation. Band operation and plate rotation will be the first choice.