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　　三九養(yǎng)生堂記者 鄧肯·蓋伊 報道

精彩|　　配??(pei)置??(zhi)方??(fang)面??(mian)??，存??(cun)量??(liang)資??(zi)金?(jin)格??(ge)局??(ju)下??(xia)??，短??(duan)期??(qi)內(nèi)??(nei)市??(shi)場??(chang)風(fēng)??(feng)格??(ge)不??(bu)會??(hui)“大??(da)切?(qie)換??(huan)”??，更??(geng)多??(duo)表??(biao)現(xiàn)??(xian)為??(wei)行??(xing)業(yè)??(ye)的??(de)輪??(lun)動??(dong)??。??投??(tou)資??(zi)者??(zhe)可??(ke)以??(yi)低??(di)估??(gu)值??(zhi)紅??(hong)利??(li)策??(ce)略??(lve)為??(wei)主??(zhu)??，輔??(fu)之??(zhi)以??(yi)部??(bu)分??(fen)TMT主??(zhu)題??(ti)機(jī)??(ji)會??(hui)??。此??(ci)外??(wai)??，消??(xiao)費(fèi)??(fei)板?(ban)塊??(kuai)后??(hou)續(xù)??(xu)可??(ke)能??(neng)隨??(sui)時??(shi)出??(chu)現(xiàn)??(xian)超??(chao)跌??(die)反??(fan)彈??(dan)??，但??(dan)不??(bu)構(gòu)??(gou)成??(cheng)趨??(qu)勢??(shi)性??(xing)的??(de)機(jī)??(ji)會??(hui)???！　】??(zong)的?(de)來??(lai)說??(shuo)??，短?(duan)期??(qi)看??(kan)雖??(sui)然??(ran)經(jīng)??(jing)濟(jì)??(ji)延??(yan)續(xù)??(xu)復(fù)??(fu)蘇??(su)為??(wei)A股??(gu)提??(ti)供??(gong)基??(ji)本??(ben)面??(mian)支??(zhi)撐??(cheng)??，但??(dan)A股??(gu)反??(fan)彈?(dan)上??(shang)行?(xing)仍??(reng)需??(xu)要??(yao)基??(ji)本??(ben)面??(mian)持??(chi)續(xù)??(xu)向??(xiang)好??(hao)或??(huo)托??(tuo)底??(di)政??(zheng)策??(ce)更??(geng)有??(you)力??(li)的??(de)帶??(dai)動??(dong)信?(xin)心??(xin)回??(hui)暖??(nuan)??，或??(huo)外??(wai)部??(bu)風(fēng)??(feng)險??(xian)得??(de)到?(dao)明?(ming)顯??(xian)緩?(huan)釋??(shi)??。??

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