核心问题一:从趋势到波动。11月A股小幅收涨,换手率小幅下滑,但市场仍然保持较高热度。市场的赚钱效应持续保持在较高水平,吸引增量资金持续流入市场。核心问题二:政策预期逐步兑现,经济持续好转仍有待验证。当前经济政策和金融政策仍在持续发力。同时随着存量政策和一揽子增量政策的稳增长效应进一步显现,部分经济数据改善,11月制造业PMI延续回升趋势,部分高频经济数据也有所好转。核心问题三:保持仓位,降低交易...
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