重阳、金中和、星石、朱雀等私募的观点常被视作私募基金的策略风向标。如今他们对下半年的看法却大有不同。6月第二周,央行在时隔三年半后首次降息,加之今年早些时候的两次降低存款准备金率,货币政策面已呈现出明显利好。但如此利好却并未引起市场的足够响应,上证指数在2300点反复争夺, Chung Yeung, Golden Central, Star Stone, Suzaku and other private equity point of view is often regarded as a benchmark strategy for private equity funds. Now they have very different views on the second half. In the second week of June, the central bank cut interest rates for the first time in three and a half years. Coupled with the two RRR cuts earlier this year, monetary policy has shown a clear positive. But so good but did not cause enough market response, the Shanghai index in 2300 points repeatedly contention,