08年一季度市场环境,无论是宏观经济政策、周边政治动向、股指期货时间表的不确定性、业绩增长状况,都表明年初市场并不是外围资金大胆入市的时机。我们认为,年初甚至整个一季度大盘将维持相对低调的区间运行格局。趋势投资机会并不明显,但个股机会依然会显得较为火爆。 In the first quarter of 2008, the market environment, both macroeconomic policies, peripheral political trends, uncertainty of the stock index futures schedule and performance growth, indicated that the beginning of the year was not the time for the outdated funds to enter the market boldly. We believe that the broader market will maintain a relatively low-key interval operation pattern at the beginning of the year and even throughout the first quarter. Trend investment opportunities are not obvious, but individual stocks will still appear more popular opportunities.