上周指数成功突破1200点后,市场信心明显增强,投资者情绪也甚为乐观。然而这种乐观的情绪在本周被指数的大幅下跌冲淡了,市场上谈论的语言重新变得谨慎。造成市场下跌的原因主要是对国有企业股改的预期不稳、以及“新老划断”即将实行对估值体系造成的冲击,这双重因素动摇了投 After the index surpassed 1,200 points last week, the confidence of the market was significantly enhanced and the investor sentiment was also very optimistic. However, this optimistic sentiment was diluted this week by the sharp drop in the index, and the language spoken in the market has become more cautious. The reasons for the drop in the market are mainly the unsteady expectations of share-holding reform in state-owned enterprises and the impending impact of the “old and new” decision-making system. These two factors have shaken the investment