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作为投资人的你,真的了解为何2008年A股是震荡市吗?它会在全年的不同时段作何演绎?截至2007年12月28日,中金、中信、国信等16家核心券商均发布了其中国A股2008年投资策略报告,为投资者提供了有关2008年宏观经济展望、企业盈利预测、A股全年走势等饕餮大餐。本文基于以上“智库”资源,试图从宏观面(国民经济增长)、业绩面(企业盈利增长)、资金面(市场资金是否充裕)、估值面(泡沫是否会破)等影响2008年股市趋势的因素,为投资者提供一个有关2008年A股走势的客观、全面的判断。
As an investor, do you really understand why 2008 A-Share market is shock? It will perform at different times of the year for what interpretation? As of December 28, 2007, CICC, CITIC, Guoxin 16 core brokerage firms All released their China A-share investment strategy report for 2008, providing investors with such glorious feats as the 2008 macroeconomic outlook, corporate earnings forecasts and A-share all-year trends. Based on the above “think tanks” resources, this article tries to influence the performance of 2008 from the macro (national economic growth), performance (corporate earnings growth), capital (market capitalization is sufficient), valuation (bubble will break) The stock market trend of the factors for investors to provide a 2008 A-share trend of objective and comprehensive judgments.