论文部分内容阅读
今年发生在四川省雅安市的大地震已经过去2个多月了,从目前地震造成的破坏来看,雅安地震造成的损失要小于2008年发生的汶川地震。在地震强度和破坏力上,雅安地震比“5·12”汶川地震要稍轻,而与“4·14”青海玉树地震类似。雅安地震无论从经济、政策还是从历史经验看,对A股冲击有限。在主题投资方面,可择机把握抗震救灾相关的医药、建材、钢铁、机械和军工等行业的交易性机会。
The earthquake that took place this year in Ya’an City, Sichuan Province, has passed more than two months ago. According to the damage caused by the current earthquake, the Ya’an earthquake caused less damage than the 2008 Wenchuan earthquake. The magnitude and destructiveness of the earthquake in Ya’an is slightly lower than that of the “May 12” Wenchuan earthquake, similar to that of the “4.14” Yushu earthquake in Qinghai Province. The Ya’an earthquake has a limited impact on A-shares in terms of economy, policy and historical experience. In terms of thematic investments, we can choose to take advantage of the trading opportunities in the sectors of medicine, building materials, steel, machinery and military industry related to earthquake relief.