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中国股市历来被称为政策市,即中国股市历来受政府政策的主导,不反映经济关系。对于这种说法,笔者认为,中国股市不能仅看某些指数,就断定中国股市的走势与宏观经济不符,且不能体现经济晴雨表的功能,这是片面的。因为非公有制经济已经成为社会主义市场经济重要的组成部分,并创造了大量的就业机会和具备相当的盈利能力和发展前景。因此,它们才是代表股市趋势方向的风向标。它们的走势才是与中国向好的新经济基本面相一致。而它们就是创业板和中小板。
China’s stock market has always been called the policy market, that is, the Chinese stock market has always been dominated by government policies and does not reflect economic relations. To this view, I believe that the Chinese stock market can not just look at some indices, it is unilateral to conclude that the trend of China’s stock market is inconsistent with the macroeconomy and can not reflect the function of the economic barometer. Because the non-public ownership economy has become an important part of the socialist market economy and has created a large number of employment opportunities and considerable profitability and development prospects. Therefore, they are the benchmark for the trend of the stock market. Their trend is consistent with China’s new economic fundamentals. And they are the GEM and small plates.