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周四大盘受金融地产拖累击穿5000点整数关口,周五又在消费板块带动下顽强收复失地,短线走势再度迷茫,投资机会充满不确定性。而放眼08年,我们认为,投资主线还是围绕人民币升值和温和通胀展开。而投资主题则主要围绕股指期货、奥运、创业版、整体上市等重大事件寻找市场机会。
Thursday by the financial markets dragged down by the broader market broke 5,000 integer points mark, on Friday and driven by the consumer sector tenacious reclaim the lost ground, short-term trend once again confused, investment opportunities full of uncertainty. Looking in 2008, we believe that the main line of investment is still around the appreciation of the renminbi and mild inflation. The investment theme is mainly around the stock index futures, Olympic Games, Venture Capital, the overall market and other major events to find market opportunities.