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目前市场估值水平已经反映了经济复苏的预期,短期内较难提高,但市场乐观情绪使得市场估值水平将维持在合理水平之上。6月上证指数的合理区间在2450-2700;在操作上更倾向于风格转化中的机会。
The current market valuation has reflected the expected economic recovery in the short term more difficult to improve, but the market optimism makes the market valuation will remain above a reasonable level. The reasonable range of the SSE Index in June is 2450-2700; the operation is more inclined to the opportunity of style transformation.