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近三个月的持续下跌,出乎多数人意料。分析原因,一是低估了调控的力度,二是低估了庄股资金链断裂的影响,三是QDII引发了市场对系统性风险的思考。而现在,调控已初见成效,成份股动态市盈率已降至16-18倍,资金面上,本周也公布了保险资金将直接入市、社保资金有增量部分入市的利好,相信在这些因素的影响下,大盘有望摆脱近三个月的单边下跌。
The last three months continued to fall, contrary to most people’s expectations. Analysis of the reasons, one is underestimated the intensity of regulation and control, and second, underestimated the Zhuanggu stock fund chain rupture, and third, QDII triggered the market for systemic risk thinking. Now, the regulation has achieved initial success, the constituent stocks dynamic price-earnings ratio has dropped to 16-18 times the surface of the funds, this week also announced the insurance funds will be directly into the market, an increase of social security funds into the market positive, I believe in these factors Under the influence of the market is expected to get rid of unilateral decline in nearly three months.