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任何市场分析的目的都是为了形成有效的投资策略,对大盘状态的分析自然也不例外。有观点认为,我们是投资上市公司本身,因此投资行为与大盘状态无关,持这种观点的人基本上是一些大的共同基金群体,但由于资金规模所决定之基本赢利模式(即靠收基金管理费为生还是靠市场交易为生)、单位资金的研究费用(如研究团队费用、上市公司调研经费等)不同,更由于投资哲学之不同,有更多的投资人认为,鉴于大盘状态反映市场集体趋势,形成有效的投资策略离不开对大
The purpose of any market analysis is to form an effective investment strategy, the analysis of the state of the broader market is no exception. The view is that we are investing in listed companies themselves, so the investment behavior has nothing to do with the broader market, people holding this view are basically some of the big mutual fund groups, but because of the size of the funds decided by the basic profit model Management fees for living or by market transactions for a living), research funding unit costs (such as research team costs, research funding for listed companies, etc.) is different, but also due to different investment philosophy, more investors believe that in view of the broader market reflects the state Market collective trend, the formation of an effective investment strategy can not be separated from the big