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日前,新浪炒股大赛在北京举行。特邀嘉宾前海开源基金执行总经理杨德龙在论坛上发表了自己对近期A股市场的看法以及他的投资逻辑。他认为,下一步市场会逐渐反弹脱离底部区域。白马股在市场中的占比较大,它的反弹有望带动指数重新回到3000点之上。杨德龙表示,大盘在春节之前探到2638点就是中长期的底,但在反弹的过程中重心在不断地上移。他表示,很多人在去年下跌的时候可能损失较重,因此大家信心恢复需要一段时间,但是市场这种震荡上行的态势不会改变。
Recently, Sina stock contest held in Beijing. Invited guests Yang Delong, general manager of Qianhai Open-source Fund, expressed his views on the recent A-share market and his investment logic in the forum. In his opinion, the next step the market will gradually rebound from the bottom area. Whitehorse shares in the market a larger proportion of its rebound is expected to lead the index back above 3,000 points. Yang Delong said that before the Spring Festival, the market explored 2638 points is the end of the long-term, but in the process of rebounding the center of gravity is constantly on the move. He said many people may have lost more weight when they fell last year, so it will take some time for them to recover their confidence. However, the upward trend of the market will not change.