因流动性催生的A股“牛市”将面临剧烈振荡的可能,寻找既有安全边际也有一定稳定收益预期的品种将是当下最佳策略。具有大额订单的上市公司往往基本面优良且盈利能力较好,在震荡市场中,大订单股具有较高的安全边际,随着合同的陆续履约,势必对公司业绩起到重要的支撑作用,通过把握大订单股的确定性增长,可以预期到良好收益。 Due to liquidity-induced A shares “bull market ” will face the possibility of violent oscillations, to find varieties with both the margin of safety and some stable earnings expectation will be the best strategy for the moment. Listed companies with large orders tend to have good fundamentals and good profitability. In the volatile market, large order stocks have higher safety margins. With the gradual implementation of contracts, it is bound to play an important supporting role in the performance of the company. By grasping the positive growth of large orders, good returns can be expected.