Price And Policy Choice Or Influence Market Trend
"We are right.
market
Be cautious. "
Xingquan
fund
Manager Dong Chengfei analyzed, "after all."
price
Chain ratio
Rise
The factors still exist. It is not easy to say whether or not there will be a gourd.
and
policy
As far as the current situation is concerned, it is also unrealistic to have major loosening. "
Turning to the capital side of market concern, Xingquan Fund pointed out that the short term tension of funds eased slightly in early July, but in the medium term,
inflation
It is difficult to control, and it is hard to estimate the financial constraints.
At present, the market is generally expected to ease the regulation and control, which may lead to a sharp drop in the market once it fails to do so.
"We are not pessimistic about China's economy as a whole, but in the current situation, we think there may be only partial quotes.
At the moment, investors should dilute the choice of the industry and emphasize the selection of stocks from bottom to top.
Bottom-up choices will allow us to avoid many risks and reduce short-term investment in game nature.
Regarding the three quarter quotations, the Xingquan Fund said: "the most influential factors in the three quarter are prices and policy options based on this, and growth may be placed in a relatively minor position."
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