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第三季度以来,国内A股市场表现极为疲软,自年初以来沪指跌幅接近10%,熊冠全球,而同期欧美股指则在“债券购买计划”和QE3两项政策的共同推动下表现良好,美股更是创下近5年以来新高。国内外股票市场的迥异表现令投资者们实在摸不着头脑,我们不禁要问造成这种现象的内在原因究竟是什么,年末国内A股市场又将如何演绎。在此笔者将与大家共同探讨全球宏观经济和国内A股市场的未来发展,并从中找出值得关注的投资机会。
Since the third quarter, the performance of domestic A-share market has been extremely weak. Since the beginning of the year, the Shanghai Composite Index has dropped by nearly 10%, while the European and American stock indices have performed well under the joint “Bond Purchase Plan” and QE3 policies. US stocks hit a new high in nearly five years. Different performance of the domestic and foreign stock markets so that investors really puzzled, we can not help but ask what the underlying causes of this phenomenon, the end of the domestic A-share market will be how to interpret. Here I will discuss with everyone the future development of the global macroeconomic and domestic A-share market, and find the investment opportunities worth noting.