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目前决定市场演绎的脉络就是“政策预期” 对抗“现实压力”,这两股相反力量是影响今后市场的主要因素。*在“拿来主义”指导下,主导市场的资金正在借鉴美国70年代“漂亮50”理念,从而构建中国的“漂亮淡蓝”。* 深度挖掘“漂亮淡蓝”要采用“自下至上”策略。*五大主线淘金“漂亮淡蓝”:一是选择消费、服务类行业龙头公司;二是选择持续分红的公司;三是选择最具品牌优势的上市公司;四是选择“世界第一”的制造业公司;五是选择有自主定价能力的上市公司。
At present, the context that determines market interpretation is that “policy expectations” counter the “real pressure”, and these two opposing forces are the major factors affecting the future market. Under the guidance of “Leanism,” the funds that dominate the market are drawing on the “pretty 50” concept of the United States in the 1970s to build China’s “beautiful pale blue.” * Deep mining “beautiful light blue” to adopt “bottom-up” strategy. * Five major gold rush “beautiful pale blue”: First, the choice of consumer and service industry leader; Second, choose to continue the dividend company; Third, choose the most brand-name listed companies; Fourth, choose the “world’s first” manufacturing Industry companies; Fifth, choose to have independent pricing ability of listed companies.