最坏的经济数据可能还没有出现,特别是美国,境外市场再度震荡可能性依然存在,但悲观的预期已在A股中反映,在对“大小非”减持没有有效政策控制之前,市场供求关系难以实质性改变,形成趋势性上升的条件仍未成熟。因此,二季度投资策略上应防御至上。 The worst economic data may not yet come out. In particular, there is still the possibility of another shock in the United States and overseas markets. However, pessimistic expectations have already been reflected in A shares. Before there is no effective policy control over the “size” reduction, The market supply and demand is difficult to substantive changes, the formation of the rising trend of the conditions are not yet mature. Therefore, the investment strategy should be the supremacy in the second quarter.