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我们判断A股市场正进入一个新的阶段。其间一方面要克服悲观情绪,对市场流动性的变化持乐观态度;另一方面则要谨慎面对经济随之而来的调整。在需求萎缩型周期中,应关注基本消费品和国家重点投资的基础行业。
We judge A-share market is entering a new phase. During this period, we must overcome the pessimism on the one hand and be optimistic about changes in market liquidity; on the other hand, we must cautiously face the economic readjustment. In the cycle of shrinking demand, attention should be paid to basic consumer goods and basic industries invested by the state.