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虽然近期利好传闻有板有眼,股指也开始跃跃欲试,但众多机构尚未从“两会后下跌行情”中缓过劲来,数十家机构的投资策略中,充斥其中的是“系统性风险”、“结构调整”、“战略防御”的字眼,但即使最悲观的机构也认同由于市场过度下跌而凸现的“局部机会”。预计二季度个股的两极分化将进一步加速,优质股与垃圾股由原先的跷跷板变成了直升机与自由落体:优质股上升速度会越来越快,犹如坐上了直升机;垃圾股由慢刀子割肉转向自由落体式的下跌。因此,二季度淘金之旅中,对坚持价值投资的投资者来说,是快乐之旅、幸福之旅,而对尚未在投资理念中成功转型的投资者来说,可能就是伤心之旅了。
Although the recent good news has its own advantages and the index of stocks is beginning to be eager, many institutions have not yet taken the slightest hold from the “drop in quotas after the two sessions”. Among the dozens of institutional investment strategies, there are “systemic risks”, “structural adjustment ”,“ Strategic defense ”, but even the most pessimistic agencies agree with the“ partial opportunity ”that has emerged as a result of the market’s excessive fall. The polarization of individual stocks is expected to further accelerate in the second quarter. Premium stocks and trash stocks have turned into helicopters and free-fall from the original seesaw. Quality stocks will rise faster and faster, as if they were helicopters. Garbage stocks will be turned slowly by slow knives Fall down. Therefore, in the second quarter gold rush tour, it is a happy journey and a happy trip for investors who insist on value investing, but it may be a sad journey for investors who have not yet successfully transformed their investment philosophy.