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一、9月份市场回顾:防御策略演变为进攻9月份的 A 股证券市场在政府的宏观调控、市场人士的半信半疑、场外投资者的冷眼和个人投资者的扩容恐惧中逐步创下了新高,尽管板块轮动明显热点不断,但理性而意存久远的投资者应该能够从这些散乱的变化中看出未来可能的投资方向。市场已经在这种不断试验中感觉到了未来可能的突破口。我们的判断是,未来制造业股票在证券市场的影响力将逐渐式微,而随着非制造业类公司的逐步上市,这些公司的影响力将逐步增强。
I. Market Review in September: Defense Strategy Evolved into Offensive The A-share securities market in September gradually hit a new high in the government’s macro-control, the dubious market participants, the cold-eyed investors and the expansion of individual investors. Although Significantly hot plate rotation, but rational and long-term investors should be able to see from these scattered changes in the future possible investment direction. The market has felt the possible breakthrough in the future in this continuous experiment. Our judgment is that in the future, the influence of manufacturing stocks on the stock market will gradually decline. With the gradual listing of non-manufacturing companies, the influence of these companies will gradually increase.