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我们认为上证指数合理PE估值在2800点左右,市场在下半年也不会有明显的趋势性投资机会.只存在交易性和结构性行情。市场将在振荡中继续寻找支撑,反弹高度将受制于4.24行情高点。
We think the reasonable PE valuation of the SSE Index is around 2,800 points and the market will not have obvious trend investment opportunities in the second half of the year with only trading and structural prices. The market will continue to find support in the oscillation, the rebound height will be subject to 4.24 market highs.