資源描述:
《A股市場(chǎng)策略月報(bào):用大創(chuàng)新做防守反擊》由會(huì)員上傳分享,免費(fèi)在線閱讀,更多相關(guān)內(nèi)容在行業(yè)資料-天天文庫(kù)。
1、目錄回顧:《核心資產(chǎn):股票中的“京滬學(xué)區(qū)房”》《平衡木上的舞蹈》《金融監(jiān)管成為下個(gè)階段主要矛盾》《大創(chuàng)新時(shí)代》《正是春耕時(shí)》《靜待反彈,擁抱大創(chuàng)新》《關(guān)注信用風(fēng)險(xiǎn)對(duì)市場(chǎng)的擾動(dòng)》.-4-展望:用大創(chuàng)新做防守反擊....................................................................................-6-投資策略:持續(xù)看好大創(chuàng)新.......................................................
2、.............................-6-主題投資:“內(nèi)外共振”下的新機(jī)遇.........................................................................-9-興業(yè)證券研究院每周重點(diǎn)推薦股票池..................................................................-12-本周A股市場(chǎng)回顧........................................
3、.........................................................-13-A股資金面跟蹤......................................................................................................-14-A股盈利和估值.............................................................................
4、.........................-17-海外市場(chǎng)跟蹤..........................................................................................................-19-風(fēng)險(xiǎn)提示:流動(dòng)性超預(yù)期收緊、監(jiān)管政策超預(yù)期變化.......................................-20-圖表1:2016年后資本流入中國(guó),同人民幣匯率變化關(guān)系不大..................
5、......-8-圖表2:外資流入股市和債市:中國(guó)對(duì)全球金融周期變化的敏感性較低.........-8-圖表3:消費(fèi)者信心指數(shù)創(chuàng)新高............................................................................-8-圖表4:服裝銷售額持續(xù)回升................................................................................-8-圖表5:電動(dòng)汽車補(bǔ)貼標(biāo)準(zhǔn)調(diào)整情況.
6、...................................................................-9-圖表6:海南自貿(mào)港發(fā)展規(guī)劃三階段目標(biāo)..........................................................-10-圖表7:博鰲論壇擴(kuò)大開(kāi)放四條舉措..................................................................-10-圖表8:我國(guó)國(guó)有軍工總裝企業(yè)凈利潤(rùn)率處于較低
7、水平...................................-11-圖表9:興業(yè)證券研究院每周重點(diǎn)推薦股票池..................................................-12-圖表10:指數(shù)周漲跌幅.........................................................................................-13-圖表11:指數(shù)最新PE............................
8、................................................................-13-圖表12:全部A股成交金額和換手率.................................................................-13-圖表13:大盤(pán)和小盤(pán)風(fēng)格特征..........................