A股的“春节密码”

华尔街见闻2023-01-16

开年以来，市场在经济改善预期加强，流动性相对充裕，人民币汇率持续升值，北上资金与融资资金“一建一减”之下，A股春节效应再度上演，消费龙头和蓝筹风格相对占优。节后随着各种利空落地，市场将会开始预期两会政策，对于稳增长预期加强，加上融资盘回归，个人投资者在节后开始活跃，市场有望继续保持强势，但是中小成长可能会逐渐占优，演绎春节效应下半场。核心观点【观策·论市】春节持股还是持币，持大还是持小。总体来看，...

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Comments

  • Snowmagemeng
    2023-01-16
    Snowmagemeng
    套着那麼多 肯定持股過節呀  z
  • Starboy166
    2023-01-16
    Starboy166
    👍
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