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1、目錄回顧:《核心資產(chǎn):股票中的“京滬學區(qū)房”》《重構(gòu)創(chuàng)新大時代》《布局旺春行情》《“旺春行情”有望超市場預期》《開放的紅利》.-3-展望:趁著震蕩布局明年........................................................................................-4-A股資金面跟蹤....................................................................................................
2、....-6-A股盈利和估值........................................................................................................-9-海外市場跟蹤..........................................................................................................-11-風險提示:美國資本市場波動超預期、經(jīng)濟下滑幅度超預期............
3、...............-12-圖表1:股票融資金額............................................................................................-6-圖表2:限售股解禁市值........................................................................................-6-圖表3:融資融券凈買入和余額對比.................................
4、...................................-6-圖表4:股指期貨主力合約期現(xiàn)基差(bp)........................................................-6-圖表5:日均新增A股開戶數(shù)...............................................................................-6-圖表6:M1和M2同比(%).................................................
5、............................-7-圖表7:新增人民幣貸款........................................................................................-7-圖表8:3月以下shibor走勢(%)....................................................................-7-圖表9:3個月及以上shibor走勢(%)...............................
6、.............................-7-圖表10:公開市場操作凈投放..............................................................................-7-圖表11:新增外匯占款..........................................................................................-7-圖表12:熱錢流入和上證綜指..............................
7、................................................-8-圖表13:投資者買賣交易占比..............................................................................-8-圖表14:投資者持股市值占比..............................................................................-8-圖表15:投資者持股賬戶數(shù).....................
8、.............................................................-8-圖表16:美元兌人民幣