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“自2007年5月30日以来,大盘进行调整后又创出新的历史高点,从目前的股票结构上来看,80%的股票没有回到高点,也就是说结构调整还是趋势,对大多数的股票而言,反弹过后还是要卖出。所以根据我们的判断,行情还是处于结构性的调整中。后续政策的调控走向及投资者的反应,将成为影响未来2-3个月市场走势的重要因素。未来应该密切关注宏观政策面的变化对股市的影响。从未来的投资主题上看,依然是围绕人民币升值、资产注入、节能减排、奥运和通胀。绩优蓝筹是市场的主流,但我们同样要警惕”蓝筹泡沫“。针对未来,应该从股票的成长性入手,挑选出有成长性的股票,特别是细分行业中的龙头股票,成长永远是股市的主题。”
“Since May 30, 2007, the broader market adjusted to hit a new historical high point, from the current stock structure point of view, 80% of the stock did not return to a high point, that is, structural adjustment or trend, For most stocks, after the rally still have to sell, so according to our judgment, the market is still in a structural adjustment in the follow-up policy to control and investor response, will affect the next 2-3 months The market trend is an important factor in the future should pay close attention to changes in the macro-policy changes on the stock market from the future perspective of the investment theme is still around the RMB appreciation, asset injection, energy saving, the Olympic Games and inflation. The mainstream, but we also need to be wary of ”blue-chip bubble.“ For the future, we should start from the stock growth, pick out a growth stocks, especially in the sub-sectors of the leading stocks, growth is always the theme of the stock market. ”