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海外因素对A股影响偏负面相比美债,中金认为欧债危机恶化并造成国际金融市场动荡和国际经济下滑的风险更大;短期市场部分认为国内政策会放松,但我国的经济发展模式和要素水平并未发生根本变化,此时放松必导致高投资高通胀高房价再次抬头,同时欧美若推出新的量化宽松政策,将进一步封杀我们过政策放松的空间。
Overseas factors have a negative impact on A shares Compared with the U.S. debt, CICC believes that the European debt crisis worsened and caused the international financial market turmoil and the international economic downturn greater risk; short-term market part of the domestic policy will relax, but China’s economic development model and At the same time, Europe and the United States will launch a new quantitative easing policy if they relax the high investment and high inflation. This will further block the room for policy easing.