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市场整体谨慎乐观,在流动性高峰已过的情况下,市场更可能表现为慢牛特点征。我们提出投资主题由宏观投资转向成长性投资,自下而上的寻找增长确定的成长性企业。
The market as a whole is cautiously optimistic. Under the circumstances when the liquidity peak has expired, the market is more likely to show signs of slowing. We propose that the theme of investment be shifted from macro-investment to growth-oriented investment, and search for growth-oriented enterprises with growth determinations from the bottom up.