作者:Cycle Capital, Lisa自“924”新政以来,中国股市经历了史诗级暴涨。金融三部委政策和中央政治局会议超预期提振市场情绪,A股和港股市场迎来强劲反弹,领涨全球市场。但国庆后在超乐观的普遍期待下市场转而下跌,那本轮行情是昙花一现还是大底已现呢?本文将从分析国内经济基本面、政策和股票市场整体估值水平的角度尝试做出判断。一、基本面整体上国内基本面整体依然偏弱,出现一些边际改善的迹象,...
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