论文部分内容阅读
我们认为当前经济的复苏前景并不会一帆风顺,而当前A股市场已经对乐观的前景作了充分预期,所以我们强调理性估值上限2700点不变。在配置上,建议关注最上游的资源品和最下游的消费品。
We think the current economic recovery prospects will not be smooth and the current A-share market has fully anticipated the optimistic outlook. Therefore, we emphasize that the upper limit of rational valuation will remain unchanged at 2700. In the configuration, it is recommended to pay attention to the most upstream resource products and the most downstream consumer products.