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中国股市是否能够走出目前的困局,最终还是取决于未来宏观经济增长的走向和企业盈利的变化趋势。目前,从中国经济基本面来看,积极提高4万亿人民币经济刺激方案的执行效率,从根本上解决中国最终需求的问题,减少中国经济的下行风险,是稳定中国资本市场的根本所在。与此同时,从市场角度来看,我们认为解决好大小非等导致中国资本市场股票供求关系失衡的根本问题,注入新的市场资金,加强股市流动性,是改变投资者对中国资本市场悲观预期的关键之一。此外,抓住国际油价迅速
Whether China’s stock market can get out of the current dilemma ultimately depends on the trend of future macroeconomic growth and the changing trend of corporate profits. At present, from the perspective of China’s economic fundamentals, it is necessary to actively raise the efficiency of the economic stimulus package of 4 trillion yuan to fundamentally solve the problem of China’s final demand and to reduce the downside risk to the Chinese economy. This is the fundamental reason for stabilizing China’s capital market. In the meantime, from a market perspective, we believe that solving the fundamental problem of imbalance between supply and demand in the capital markets in China, injecting new market capital and strengthening liquidity in the stock market is a pessimistic forecast for investors’ pessimistic expectations of China’s capital market One of the keys. In addition, seize the rapid international oil prices